What do I care about?
Customer Service Center Leader
Agent effectiveness, cost savings, CSAT Score
When is the right time?
I downloaded an ebook on a partner website
Lead, add to lead cadence and call!
Single source of truth for agents and managers, capable of surfacing all relevant customer data on one screen
Service Cloud
How do your customers order from you today? How do you go-to market?
CRO / CFO - Commerce Cloud
Field Service Manager
Route optimization, Mobile worker experience, customer experience
I am not the right person
Who is the right person?
I recently got promoted to Sales Director
Change agent - add to change agent cadence and call!
Keep up to date with customer requests and safety precautions, and providing safety checklists out in the field
Field Service
What marketing channels does your business use to generate interest and new customers (website, events, social)?
Head of Marketing - Marketing Cloud
VP of Sales
Accurate forecasting, revenue growth, deal insights, rep training/process adherence
We're happy with our current process
What is your current process? When is your renewal?
I answer the phone and usually have a lot of information
Gate keeper - when in doubt, ask one more question!
Sync emails with your CRM so you have the latest updates on each customer interaction
Sakesforce Inbox (Core)
How are you making sure that customer data is secure throughout your processes?
CTO
CMO
Lead conversion rates, campaign management, marketing ROI
We have no money
When is the last time you reviewed pricing with our team? When do you evaluate your budget?
I have never been contacted by Salesforce
Net New Contact; Add them and call, being sure we're consistently following up
A tool that makes sure that your reps sell the right product combinations, controls discounting and automates approvals
Revenue Cloud (Core)
How many systems do you have to use in a typical sales process?
CTO
Reducing system complexity, managing data securely, reducing maintenance cost
We're far along on the evaluations with Hubspot
I am the person who will decide whether or not a technology initiative happens
Decision Maker - identify them and understand what they care about / how they win or lose by gathering information!
Our location intelligence solution, you have the ability to visualize data & optimize routes and territories to increase revenue
Salesforce Maps (Core)
Does your support team have visibility into the end to end journey of a customer?
Director of Customer Service - Service Cloud