This process has been put in place to insure that all leads are handled and tracking in an appropriate manner to insure the highest level of customer experience with any and all potential business.
Process steps
If the lead comes in via phone take down key information (Who, What, Where?)
Are you a current customer? (Y/N)
If No create account in TigerPaw with information below
Company name
Contact Name
Phone number
Email address
If Yes confirm accuracy of information listed above
Ask what can we help with?
Confirm Category
Managed IT
Allworx
Allworx DR/Support
Managed Security
Managed Back-up
Microsoft Cloud
Managed Wireless
Server/PC Hardware
Network Storage
Virtualization
Structured Cabling
Veriato 360
Telecom services
Physical Security
Digital Signage
Printers/ Scanners
Cloud Other
Training
Take key notes and information to pass along to sales
Confirm what source the lead came from: Where did you find Centerpoint?
Customer
Customer referral
Referral Partner
Vendor Referral
Web
Other
Attempt to transfer the call to the assigned Rep if available. If not, send to sales manager if available or another available rep.
If no rep is available send call to Don’s voicemail
Then create the opportunity with same day deadline for follow-up. (Status 01-Suspect)
All accounts including referral partners and vendors should be in Tigerpaw where the primary rep is easily identified. The rep is responsible for adding in all referral partners with them listed as the primary rep.
In the event that a new lead comes in and Don is unavailable by extension or cell phone, and the person needs immediate help, and if Wayne is unavailable, assign to Roger or Wendy.
Fill Out This Form for Sales Leads.
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We are turning 15 and want to celebrate this milestone with you because without you this would not have been possible. Throughout this year look for special promotions on services and tools aimed at Making IT Simple for You so you can focus on your business.