Processing Power
These sales leads do not need to be qualified, and can go directly to sales-handoff-mention
Existing self service customers or RFP requests
To get a month-to-month or week-to-week view of your data in a report module, you can adjust this.
The time interval.
Initial requests for free trial extensions can be granted, for 7 days. But if they ask again, we need to do this.
Ask what is the reason for the extension, and if they have any questions about the features or pricing that are making it difficult to assess the platform
To make a share of voice report, you’ll want to do this, with the volume module.
Add multiple alerts and view them with a pie chart graph.
You’ve found a problem that you think might be a bug. After finishing your investigation and sending an initial reply to the client, you should do this.
Create a tracker ticket and tag Valerie.
You can compare up to this many X accounts in a Twitter comparison report.
Up to five accounts.
If a client is 500 MRR or more, but doesn’t have a CSM assigned, you should do this.
Tag Camille in the notes and ask her if a new CSM should be assigned.
The Age and Gender KPIs can only be found on these two report types.
Instagram and Facebook social account reports.
A client needs help renewing their plan by wire transfer, but the CSMs are out of office, and the account will churn soon. It’s recommended that you do this.
Pause the dunning until the CSM returns, and contact revenue-enablementsupport-mention.
The market trends report is useful for getting a comparison of topics, pre-segmented by this KPI.
Sentiment.