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Anatomy
Tasks & Consultations
Email
Merchant Profile
100
How Brandon feels about the new-hire class.
What is love? (baby don't hurt meeeee, don't hurt meeeee - no' mo) (>'-')> <('-'<) ^(' - ')^ <('-'<) (>'-')>
100
Our most popular source for new Account signups.
What is the Web?
100
You do this when you're ready to perform a task.
What is closing a task?
100
The two email options you have in Salesforce.
What is Gmail and Salesforce templates?
100
i.e. 46806, 47712, 97403, 10003, ...
What is Business Zip / Location?
200
Field on an Account that shows if a merchant is in trial, paying, terminated, etc...
What is Subscription Status?
200
Merchants that find ShopKeep here, get a chance test it out with a demo version right away.
What is the App Store?
200
Follow up tasks are set to one of these priorities.
What is High / Normal / Low?
200
Two things you can track using Salesforce email templates.
What is: Opens, # of times opened, Date opened, Last date opened?
200
i.e. Word of Mouth, Press, Trade Show, Magazine
What is Lead/Account Source?
300
A place to find sales best practices, competitive intel, videos of Dontavious Johnson, and more...
What is The Resource Library?
300
Helpful ShopKeep literature providing tips to new business owners on choosing a POS, business management, and more...
What is a Resource Guide?
300
The place where you find your tasks for the day
What is the Activities Tab / Priority Calendar?
300
The email template you send to an Account once they decide to move forward with ShopKeep.
What is the 10 Step Setup Guide?
300
i.e. Tablet POS, Square, Electronic Cash Register, None
What is Current POS / Current POS Detail?
400
The place on a Task/Event where you record notes from the call.
What is the Subject line?
400
Trials signed up by POSS from incoming calls to the 800# are tagged as this in Salesforce.
What is IS?
400
Consultations are logged under this Activity Type
What is an Event?
400
You have to click on this first to send an email template to an Account.
What is the Contact?
400
Retail, Bakery, Juice Bar, Food Truck, ...
What is Business Category / Business Category Detail?
500
The four sales cycle stages.
What is: Consultation, Credit Card, Order, and Conversion?
500
A Merchant calls into the Sales line, wanting to use ShopKeep but opening in six months is saved in Salesforce as this.
What is a Lead?
500
You click this button after you've closed a task, scheduled a follow-up task, and want to log a Consultation.
What is Save & New Event?
500
Primary benefit of sending an email through Salesforce over the Gmail button.
What is saving time or tracking open rates?
500
Four fields for a complete Merchant Profile.
What is Lead/Account Source, Business Category, Current POS, Business Zip?