Outreach
Selecting a call disposition will update this field in SFDC.
What is Lead Status?
It's the name of the effort to consolidate systems for our organization.
What is Project NUBO?
This allows you to import multiple leads or multiple contacts to Outreach in a batch.
What is a view?
These type of opportunities are eligible for SDR compensation.
What are New Logo opportunities?
This may not always happen automatically in SFDC based on the actions you take.
What is Recycling?
This allows you to guide a prospect to the appropriate page on our website during a live chat.
What is Co-Browse?
This can be used to build out your buying unit and nurture an account until the project is ready to be passed to sales.
What is a PGO?
This is the most important thing you should do to show your engagement in an account.
What is log all activity?
This is the call disposition you would use when someone is interested but doesn't have a current project right now?
What is Recycle - No Current Project.
The search term used to conference in Kate to translate chats?
What is Translator?
This helps you identify which accounts are showing the most intent.
What are chili peppers?
These should be added to every opportunity to help the AE engage more of the buying unit.
What are Contact Roles?
This is the call disposition you would use when the prospect would never be a fit for Genesys.
What is Ans - No Potential?
These must be copied manually once a chat is complete.
What are chat transcripts?
This report can be customized to show your AE which accounts are best to prospect?
What is the Account Priority Report?
These are common scenarios that are reviewed when a created opportunity doesn't match the standard definition of marketing sourced new logo.
What are new logo exceptions?
This should be reviewed every day to make sure all prospects are being properly managed in sequence.
What is Sequence States?
This is the primary goal when handling chats.
What is helping the prospect with their inquiry?
When putting an MQL into an outbound or nurture sequence, this field is not updated in SFDC if no contact is made.
What is Lead Status?
Your go to person to help you correct and provide support for your opportunities flagged during audit.
Who is your manager?