The document outlines a sales process for engaging potential clients, detailing how behavior and profile information are tracked using Makesbridge. It describes various roles within the sales team, including tiered sales representatives who interact with prospects through emails, calls, and demos. The document also includes tagging systems to categorize contacts based on interactions and outcomes of the sales efforts.

1. Yes
Yes
No
No
Behavior/profileinfo
storedin
Makesbridge
Behavior/profileinfo
storedin
Makesbridge
Yes
Mailbotsends1:1email
fromTier2SalesRep
invitingDiscovery
Massemailsent
tocontacts
DripfromNurtureTrack
senttocontacts
Tagbottagscontact
'HotDialDiscovery'[HDD]
Mailbotsends1:1email
fromrelevantSalesrep
everymonthfor24months
FrontlineSalesRep
monitorsprospect's
activities/webvisits
FrontlineSalesRep
calls/livechats
prospect,asksfor
discovery
Tier2SalesRepobserves
FrontlineSalesRep’s
calls,readyto
receiveHotSwap
Tier2SalesRep
conductsDiscoverycall
Mini/SMB:
Tier2SalesRep
toconductDemo
PRO+:
Tier3SalesRep
toconductDemo
Agreeto
discoverycall?
Assess
Date&Time
agreed?
InsideSalesProcess
makesbridge
TM
TM
Contactclicks
campaign
IfContact,tag'Disovery
declined',ifnoncontact,
requestemailidandadd
contactinMKS
TransfercalltoTier2Sales
Rep,Tag'ReadyforPre-sale'
PRO+:Tag'ReadyforPRO+
sales'&askfordemo
appointment
Mini/SMB:Tag:'Tier2Sales
Rep'&askfordemo
appointment
CompletedDemo:Tag
'Tier2SalesRepclosed
Demo'
Tag'Non
responder-Demo'
BookappointmentBookappointment
Signupfortrial:Tag‘Tier2
SalesRepclosedtrial’
wwwContactvisits
website www
Noncontactvisits
website