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Compelling Events Customer requirements that compel them to buy by a certain date/event:  ● Automation/Digital Transformation Initiatives ● New leader, new company (previous client) ● Timebound for implementation (interns, contractors, consultants) ● Mo...

All Sales Territory Data By Territory (Including Strategic Account List): Midwest Northeast Pacific Southeast Southwest/ South Central

Introduction to Sales Stages What Are Sales Stages? Sales stages represent each phase of the pipeline that a prospect must go through to achieve a closed won. Each stage has consistent action steps and exit criteria, so the rep can accurately assess where a ...

Use the Mutual Action Plan Template Document from the opportunity management workshop (below) OR the Mutual Action Plan Sheet Mutual Action Plan Templates *NEW* Revver Mutual Action Plan Template (Google Sheet) *New* Mutual Action Plan Template (Excel) Why...

Territory Teams Overview Deck  

Rubex Reports Session (11/8/22) MM Insurance ICP Training Part 1 (10/13/22) MM Insurance ICP Training Part 2 (10/20/22)

Google Drive Folder Deal Sheet Legend - Spider Graph Discovery Call Checklist MEDDPICC Overview Mutual Action Plan Template (with sample) Sales Process Overview Updated Deal Sheet

Updated Deal Sheet Explainer MEDDPICC Explainer Raw Recordings From Workshop   December 1st 2022 Workshop Agenda

What is a Quality Prospect Conversation? The purpose of a QPC is to effectively schedule the first AE sales call (discovery/ alignment) and sell the value of the next step. Benefits of the framework: identifying whether or not the call/ connect was a quality...

Appointments Set (BDR) 📌 Set appointments as usual. Events in SFDC look like this: Requirements/ Key Activities For a deal to be considered an SQL, all of the following must be completed: [ ] Discovery call booked (on the calendar, agreed to by the prosp...

6sense Reference Guide for Sellers

Onboarding Kickoff Prior to a closed won, the AE should have identified the customer's start date for onboarding. The mutual action plan next steps tab is the best place to capture this information, especially with Net 30 terms or onboarding set outside of a ...

DocuWare Battle Card Laserfiche Battle Card M-Files Battle Card Microsoft/ SharePoint Many of us like to refer to SharePoint as a competitor, but SharePoint is really nothing more than an intranet builder. Without OneDrive behind it, you can't even...

6sense Sales Alerts Update - Recording 11/16/22 Alerts one-pager

Sales Playbook Assets Folder Why eFileCabinet? Differentiators Social Care Sales Play Manufacturing/ CPG Sales Play Insurance Sales Play

Session Deck Quality Prospect Calls Framework

Rubex User Types With Limited

This is information for how to access certain services or software Apollo Please send a message in the #salesforce_support Slack channel for access or help with this. AppInsights If you need access to AppInsights, please submit a ticket by going to i...

Capture & Follow Up Conversational Qualification Objection Handling Identifying Pain

What is a Quality Prospect Conversation? The purpose of a QPC is to effectively schedule the first AE sales call (discovery/ alignment) and sell the value of the next step. Benefits of the framework: identifying whether or not the call/ connect was a quality...