Account Stages
CRM
Pipeline Building
The Call
Generating Opps
100
You uncovered the name of the Decision Maker but have not spoken to them 

Identified Decision Maker

100

If you call a company and get the general voicemail, use this call subject. 

Attempted Call

100

If you want to avoid generating opportunities, try to obtain marketing intelligence by asking this type of question

Close-Ended

100

The best way to Engage a customer is to ask this

Marketing Intelligence Question

100

This is the goal for quota pacing percentage

100%

200

If you want a bad start to the month, spend your time here 

Profiling

200

Create this as a reminder to contact someone in the future

Task

200

When in doubt, point to this to determine the quality of your timeframe. 

Calendar

200

The Call consists of these 3 components

Introduction, Conversation, Close 
200

The Closed Call Ratio for both Strategic and Transactional Accounts. 

20%

300

You spoke with the Decision Maker but did not generate an opportunity

Nurturing

300

If you want to see your daily activity, your sales funnel, custom list views, reports, and more, go here

Dashboards

300

These type of questions yield the best results in Sales Development Calls 

Open-Ended

300

The best component of the call to pick up on the tone and pace of the customer

Introduction

300

Close for this type of opportunity when the Prospect has no immediate needs but qualifies for a valuable meeting.

Introduction

400

Try to keep this Account Stage list as empty as possible

Untouched

400

The Call Subject when you speak with an Influencer

Completed Call

400

This is the most important marketing intelligence to gather and is what builds your pipeline 

Next Purchase Dates/Timeframes

400

This is the best when submitting opportunities and can be pointed to on a calendar

Defined Timeframe

400

Add this to your Opportunity write-up, and you may be saying bye-bye to Concept

Fluff

500

Always create a task for this Account Stage

Prospect

500

The SDM may create this to show all the companies with a specific number of forklifts in their fleet

List View

500

"I'll be purchasing something soon"

Undefined Timeframe

500

The value-building acronym to follow when holding a Sales Development conversation 

LAER

500

The companies your client wants to meet with regardless of need or timeframe

Targets