1 / 1

Lead Generated

Lead Generated. 1. Leads are generated from the different sources (website, Direct Mail, etc.). 2. This information is sent to JFD. JFD inputs the information into SalesForce which automatically sends email notification to the sales representative. JFD.

aviv
Download Presentation

Lead Generated

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Lead Generated • 1. Leads are generated from the different sources (website, Direct Mail, etc.) • 2. This information is sent to JFD • JFD inputs the information into SalesForce which automatically sends email notification to the sales representative JFD • 3. JFD then sends the information to the relevant Sales representative via email/phone • 4. Sales representative contacts lead within 24 hours of receiving lead SalesForce Sales Rep Customer 6. The Sale Representative then conducts the following steps on SalesForce. 5.Once contact has been attempted by the sales representative any information is then updated on SalesForce within ---. Changes Lead Area from Location To Sales Representative Logs Communication Activity Adds a New Task Update Any relevant Information Obtained From Contact Updates Lead Status

More Related