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ROE
SDR > BDR SRO
Name that Team Member
SDR SRO
100
You receive a lead with a promo code Steelbrick. While deduping, you see there is an open Service + Sales + Communities opportunity. Assuming all other ROE checks out, are you able to work? 

Yes -- CPQ is its own LOB

100

If a Lead filled out a Contact Me form with profanity and/or expressing their distaste for Salesforce and/or Marc Benioff, who should you flag?

The Marketing Program Manager

100

True or False. If an SDR has valid touch on a current customer lead and they purchase through the webstore, the SDR can receive credit on that webstore oppty.

False. Touch on the lead prior to purchase is only good for New Biz. 

100

This person has a size 6.5 shoe

Biz! 

100

What identifying details make up the 2/3 rule?


  1. Name
  2. Phone number
  3. Email address (assuming it is not a unique email domain)
200
You receive a chat and they are interested in Force.com, while deduping, you see that a BDR has an open oppty for Sales Cloud and Heroku. Assuming all other ROE checks out, can you work this lead?

Yes - Force.com is "Platform" LOB. Sandbox, APIs and IoT are other products in this LOB. 

200

If you receive a chat and see that another SDR just had a dead oppty die the day before, how long do you have to notify them that you are flipping into the account?

N/A -- Chat/800 trumps DOP and you don't have to @.

200

True or False: If you have a Core Oppty die, an MC BDR can still prospect into the account immediately, as long as it is into a different contact than you.

False! You have complete account protection from BDRs and SDRs. 

200
This person's favorite number is 27!

Kevin

200

What should you do if you receive a lead with the Promo Code "QUIP"?

Always pass to the Quip Queue.

300
You receive a SalesIQ promo code. While deduping, you see that there is an open oppty for Health Cloud + Pardot. Assuming all other ROE checks out, can you work that lead?

Yes - Health Cloud and Pardot are not in the same LOB as Pardot

300

When you flip off of a chat/800 and another rep has valid touch on the same lead, on what Salesforce page should you @ mention them within 90 minutes?

On the opportunity you create. If you @ on a lead, the chatter record will be deleted when it's converted in. 
300

True or False: All Stage 1 BDR opportunities are considered Placeholders

TRUE!!!! You learn something new every single day!!


BDR  Stage 1 opportunities are considered "placeholders" and should be disregarded by SDRs for purpose of protection.

300

This person hails from Lafayette Township

Kadey! 
300
What are 5 LOBs you can flip for within the Essentials BU?

Heroku, Marketing Cloud, B2C/B2B Commerce, Krux, Quip

400
What LOB is Event Monitoring in?

Shield

400
What does #QLBR stand for AND what are 2 reasons you cold use that on a lead? 

Qualified Lead Buy Return

  • The lead is not evaluating within the next 6 months
  • The lead is not in the market for CRM
  •  There is an open opportunity in the org
  • The lead contains both a bad phone # and bad email
400

True or False:

BDR 30 DOP is only for same LOB

TRUE

400

Greatest fear: Bear Attack

K-bone -- Duh.

400
If you receive a current customer Service lead that aligns to the Ess BU and there is an open oppty for Sales, what should you do?
Create the oppty. If there is an open oppty already, always create another oppty -- don't pass.
500

What LOB is Knowledge?

Service

500

If you receive an 800 and see that an Essentials Account Manager sent an email 6 days ago on that lead, what do you do?

Try to close via webstore on that call OR pass. Account Managers and Coaches have 30 day touch, regardless of lead status. 

500

What are 2 things that don't constitute "real activity" by a BDR?


  • List/Mass Email :: 5+ emails on same account at same time
  • Call No Message
  • AE Connect
500

Would have been named Karson if born the other gender

Braxton! 

500

If an SDR has valid touch on an existing lead that would align to Ess BU (has not been passed), and you receive a chat for the same lead, what process do follow to claim credit?


    • “Winning” SDR qualifies business and processes to Essentials BU as required based on Opp creation/Lead passing processes
    • If another SDR is working a Lead and the “winning” SDR (that received and qualified 800/Chat) needs to pass his/her Lead to Coach or Instal queue, s/he must notify “losing” SDR via chatter to pass his/her Lead to that same queue (or AM/Coach owner if the Lead has already been distributed)

      • “Winning” SDR can tag him/herself as “SR Owner” on “losing” SDRs Lead
      • Lead pass to queue by “winning” SDR does not need to be done within 90 minutes of inbound.