5
MONTHLY NEWSLETTER
October 2018
BEST PRACTICES & EFFICIENCY
Don't ever let the employee/revenue size of a company or the size of their renewal with us keep you from asking an RM to create an Add-On. I've gotten bumps for Walmart, Northwestern Mutual, etc. - never hurts to ask and a lot of RMs NEVER get Inbound opps so a lot of them are super excited to work with you!
-Ron Orellana
Before converting a lead: Go to Contact Details on the right side of Genie --> Under "Business Reason", update what business line their inquiry came in as --> Click Save
-Lo Williams
Call Opp Bump Repeat!
-Diego Beas
Finding out what would get a prospect to buy by asking things like "How do you define success?" help us get info that's important to our AEs
-Yifan Gong
Send the close email if you're not getting contact (it'll lite the fire)
-Andrew Pickens
Disco call reminder emails of calls the day before lower no-shows
-Nico Dorado
Lets get it and make Jeff Proud!
-Kevin Engesser