Show:
Salesforce Records
Sales Accepted Lead
MapAnything
TalkDesk
Salesforce Inbox
100

This record represents one person before conversion (SAL)

Lead

100

The Status the Lead/Contact needs to be updated to once the Discovery Call is scheduled

Discovery Scheduled

100

MapAnything’s functionality

A tool that links Google Maps to Salesforce data to see where Accounts are located

100

TalkDesk functionality

Click to dial, take actions, record calls, set dispositions

100

The function in Salesforce Inbox that allows you to insert a template from Salesforce

Insert a Salesforce Template

200

This record represents one person after conversion (SAL)

Contact

200

The Status the Lead/Contact needs to be updated to once you hand off the Lead to the AE

Discovery in Progress

200

The way you access MapAnything

Clicking on the Map It button on any record in Salesforce

200

The way you dial via TalkDesk

Click on the phone number or Call button OR Enter a number manually

200

The function that insets text, but is not formatted

Text Shortcut

300

This record is the parent or “umbrella” of all records in Salesforce

Account

300

The SAL Qualification Criteria

  1. Verify that it meets segment criteria.

  2. Verify that the Lead is in fact, one of the Key Buying Personas

  3. Verify that there’s an issue to solve and a desire to explore further.

300

The mile radius that is set when you click on the Map It button

50 Miles

300

The process of the handoff call

Call RIP, Warm Transfer, Chat to AE, Add RIP to the call, Complete Transfer, Set Disposition to “Discovery in Progress”

300

The function in Salesforce Inbox that allows you to schedule an email to send at a specified time

Send Later
New way is to use the Send Later function from Gmail, next to the send button

400

This record contains the content of a specific Sale including:

  • Products & Pricing

  • Implementation

  • Underwriting

Opportunity

400

The fields in Salesforce that have to be filled in before updating the Lead Status

  • Lead's Name

  • Lead's Role

  • Organization Name (DBA)

  • Phone

  • Email

  • Church Size 

  • Church Size (Free Text)

  • Industry

  • Market

  • ZipCode (& Geo Territory)

  • Rating

400

The way you find out more information about the Accounts displayed on the map

  • List view

OR

  • Clicking on the pin

400

What should you do if TalkDesk is not working?

Post in the Slack channel Support-Salesforce, use Fuze to make calls until TalkDesk is working again.

400

Salesforce Inbox’s main function

A tool that logs Google emails to Salesforce records