Use Cases
Name the 7 use cases
New Leads, Prospect Pipeline, HVNA, Sales Pipeline, Lapsed Pipeline, Existing Customers, Lapsed Customers
Where can I view a list of all my downloaded contacts?
Setup > Contact Information > Acquired Contacts
Name our integrations
HubSpot, Salesforce, Dynamics, Zoho, Pipedrive
What does NRR mean? (Explain)
Net Retention Revenue - this is the revenue generated outside of renewals (add ons for additional cost)
Where do you submit a ticket for client issues?
Cyclone, zendesk
What is our 8th (hidden) use case?
Marketing Insights
How can I automatically assign a category?
(Explain all 3 ways)
Data manager, auto categorization, trigger reports
How much does each integration cost?
MS, HS, SF - 10% of contract value
Zoho & Pipedrive - Free
What contributes to NRR?
Upsells, cross-sells, integrations, contact bundles
Where would I find a client contract?
Cyclone: Finance > Documents
Name 3 questions we should ask to qualify if sales pipeline would help a client
How long is your sales cycle?
What is your AOV?
How many appointments does each sales person sit?
What is your conversion rate?
How many people can be assigned to a lead?
Unlimited
How does the HubSpot integration log visit information?
It will place the visit info under the "activity" tab as a note
What is our upsell/cross-sell target?
1 upsell
3 cross-sells
A client wants to change their billing from GBP to US, what do we do?
Request the client fill out a change form via pandadoc, submit to finance
Which use case would be the most valuable in this scenario?
Client - "We purchased Lead Forensics for new leads. We have 1 sales person who doesn't do proactive outreach. We have 1000 existing clients with an AM in charge of each. We have the opportunity to upsell."
Existing Clients
What can I use to filter the VL by UTM codes?
Conversions or page viewed
What order do workflows fire with the KNUC integration?
Top to bottom
Who are our account managers?
Andy and Rory
Where would I raise a ticket to request IP addresses for a visit?
Zendesk > Customer Support > Data: IP Request
3
How do I enable .pdf tracking?
Raise a support ticket then create a conversion
What do we need to enable a Dynamics Integration?
Version of Dynamics
Discovery Service URL
Organisation Service URL
Organisation Unique Name
How they are hosted?
What product do we sit AM's for? What does it do?
Whizeo, chatbot that navigates users around a website.
Where do we generate upsell/renewal contracts?
PandaDoc