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Dude, Where's My Lead?

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on 19 November 2014

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Transcript of Dude, Where's My Lead?

Dude, Where's My Leads?

Tour the New Partner Community!
Click Click!
salesforce

LuAnn Chock
Cherryl Llamas
Jon Roldan

Bethany Tangredi, Perficient
Tim Kocher, 7Summits
New Lead Form
Best Practices for Qualified Lead
Decision Maker
Prospect Contact
Information
Close date < 6 mos
Sync with salesforce AE
Bethany Tangredi

Why Submit Leads? What’s in it for you?

Sourced vs Joint Sales

What Happens to Your Lead
After You Click Submit?
Tim Kocher
Leads Leads Leads Leads Leads Leads
Leads Leads Leads Leads Leads Leads
Leads Leads Leads Leads Leads Leads
Leads Leads Leads Leads Leads Leads
Leads Leads Leads Leads Leads Leads
Managing Leads Pipeline

It's a Team Effort!
Managing Leads Pipeline
Collaboration.
It's a Team Effort!
How to Submit a Case
Resources
Partner Community Office Hours
on the
first Wednesday
of the month! Check Education tab for more details.

For program updates and Partner Newsflash, join the
"Official Partner Community"
chatter group

More help with leads, please join
"*Official SI Consulting Partner Leads"
chatter group

Questions about Tier level?
Visit
http://sforce.com/1tnQdiP

Thank You
Best Practices for Qualified Lead
Lead Company
These fields must include information about the prospect company.

Number of Employees
Total number of employees within the prospect company is vital for knowing which market segment applies.

Decision Maker
These fields must include accurate decision maker’s contact information.
Leads with contact information for your own company will be rejected.

Details
You are acting as our sales representative. All discovery questions must be completed prior to lead submission.
Leads with incomplete qualification information will be rejected.

Purchasing Timeframe
Partner-sourced opportunity must be closed within 6 months of the referral.
Leads projected to close after 6 months or with no close-date projected will be rejected.

Total Potential Users
Potential users for the opportunity in question.
(not the same as the Number of Employees count)

Additional Information
Give insight into the sale, relationships within the account, whether you assistance with a demo, if the lead is for Add-On, Upgrade or New Business.

Perficient
7Summits
Full transcript