ERP
What question can you ask to determine if we qualify for a lead in SCM or Fleet Management?
Do you own ship via common carriers?
"I need [thing we don't qualify for] for my retail business"
"Let me see what I can find. What other features are you looking for within a system?"
"What are you currently using for these needs?"
Name the two people before you and the two people after you in the rotation
Honey
Jill
Cheri
Jessica
Jeff
Marc
Andrea
Jose
Kevin
Nate
Leidy
Sean
Angie
D'Marquise
This business deals with electricity. They need inventory management software to automate reordering based on target inventory levels, and to track product count, status, and location. They need distribution accounting to record and process a wide range of accounting transactions for AR, AP, and GL. Lastly, they need order management to automate the ordering process, from quotes and order entry to fulfillment and invoicing.
Distribution
Tool Tracking
YES
What applications do the Project management and PSA market share?
project mgmt, time tracking
As a first chat from the buyer, “no”
"I'd be happy to help with your search. What will you need a system to do for you?"
When can you chatdupe?
You are chatting with a buyer whose form already exists (unqualified) in the queue and get them to agree to a call, immediate or scheduled, leading to a qualification.
You are assigned a chatbot with a scheduled call whose form already exists in the queue. Adding the scheduled call time adds value to the lead and increases the likelihood of qualification.
#CHATDUPE interaction is not for use on forms where the buyer is already on the phone with the advisor when CES call pitches. These interactions are only for use when the CES directly impacts the lead getting qualified. If. you're unsure, send to mgmt before adding an interaction.
“I'm the director of nursing and I was tasked to find a system that helps me with clinical charts, scheduling and keeping track of residents’ doctors appointments, eye exams, and physicals. I’d love assessments and care planning automation for our patients as well.”
Long Term Care
Desk hotelling
NO
Name the market, applications, and segment:
This business grows grapes. They need the ability to count the product that they have on hand, track purchase orders, track food safety requirements such as expiration dates, and quoting and fulfillment.
Distro
Food and Bev
Inventory, purchasing and procurement, order management
“I’d like to find a free volunteer management system to manage my 5000 volunteers”
"I'm happy to help with your search. What kind of nonprofit will this be needed for?"
Explain the differences between on-premise and web-based deployment
on-premises: data is stored and managed on servers that a business manages in-house. typically a larger up front cost, but does usually have yearly maintenance fees. support costs are extra.
web-based: data is stored and managed on servers that belong to the software vendor. smaller monthly cost, customer support typically included in that cost.
This part of an insurance business is looking for a standalone dialing system that can place outbound calls automatically and connect them to a live agent upon their answer
Call Center
Veterinary medicine
NO
Name the market and application: Acts as a crm for your suppliers
SCM, Supplier Management
“What makes your system better than Buildertrend?”
"Welcome to BRAND. We review Buildertrend as well as XYZ other construction management solutions. We can help by making recommendations based on your needs and budget. What kind of construction work do you take on?"
What are 3 pieces of information that advisors must discover on a call that our team does not have to discover on a chat?
company name
zip code
annual rev
current system
pain points
additional sizing
systems they've already explored
budget
timeline
job time and authority
best time to contact
follow up notes and best time to call
This is a field maintenance company that does maintenance work on oil refineries. They need a tool that can plug into their CMMS to generate reports for all of the maintenance work they’ve done to send to their clients. They need easy-to-read reports with excellent visuals.
Business Intelligence
Canadian EMR
Yes, for medspa only
This markets allows businesses to identify, model, and report on this. It can also provide reports and track statuses for both internal and external events.
RISK MANAGEMENT
“I’ve worked with yall before and i got bombarded with calls. I’d rather not give you my information”
- zoom pitch
- we can reduce the number of recommendations so that you receive less calls
Explain what Gartner does
Gartner delivers actionable, objective insight that drives smarter decisions and stronger performance on an organization’s mission-critical priorities.
(our mission statement)
This is for the Human Capital Management Office that works for the DOD on counterintelligence and security. They need a survey management tool with data analytics and AI capabilities. They may need a high level of security at around level 2 -3. They'd like it to integrate with their LMS and HR software if possible. They'd prefer something with templates.
Customer Experience
CAPA Management (corrective and preventative actions)
Yes, if they also need a full QMS