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OneLead - Coggle Diagram
OneLead
Tips
Sales Iniciatives
user guide
FY23
PDF
keep communication with the stakeholders
Examples
-
Payout Table
-
Boosters
Payout timeline
do not mix campaigns
excepciones (!)
Exception: Campaign 12:
HW or Hw & Services
possible mix with
01, 03, 04, 08, 09, 13
Because sales reps are specialized
on specific product lines
Campaign 05
Per Event =LCS (life cycle services)
relocation
etc
Campign 06
IDS quotes (ROPs)
not sales related
Commercial
Leads
reasons to cancel
a OneLead possible opportunity
Duplicates
sometimes PSA delays a few seconds to load LEAD,
several clicks
generate duplicates
Invalid
information
verify account and contact,
be specific.
Use the
template
Merge
join of two leads entered
by different contributors
Channel partner
managed Leads
Ask the customer
if they´re working with a re-seller/partner
and make sure to mark on PSA this option.
Dont be afraid to ask the customer
who is their re-seller!
Do you have a preffered partner?
Do you recall of working with any of our partner in the past?
GL
"increase or expansion"
“
change orders
”
New deal:
not
under IDS scope