Discovery – Workflows & AOR (e) What is your email address?(Required) Do you have account ownership rules already?(Required)Please select an answerYesNo e.g. sales reps can own accounts for up to 1 year after a sale; only sales reps who own accounts may call and sell to them.Please list any current rules for gaining ownership of deal or prospect.(Required)Please list any current rules for removal of account ownership.(Required)How have these rules worked? Do they need to be improved? Please explain.(Required)Do you use your CRM to manage account ownership? Please explain.(Required)Do you currently have sales reps divided by territories or verticals? Or are you considering putting them in place?(Required)Have you had issues with reps stepping on each other's toes pertaining to a sale? If so, please describe below.(Required)How often should sales reps be in contact with accounts after selling to them?(Required)Should sales reps be able to own accounts they haven’t sold to yet?(Required)Do you have workflows or standard operating procedures documented in writing?(Required)Please select an answerYesNo Please fill out this Workflows & SOP’s Sheet or tell us below about each SOP or process your sales reps need to know. We want to know:(Required)Name or description of the SOP, workflow or process sales reps need to followWhen does this need to be followed?Is this documented in writing?Where is this document stored?Is this document up to date?Can you share this document with us? Add RemoveFileMax. file size: 100 MB.Are there processes or daily workflows that sales reps will need to follow (outside of the sales tasks we’re creating)? Examples: how to properly quote; how to properly use production software; how to coordinate logistics. NOTE: we will take care of primary sales tasks like following up. Please use this space to include anything else.(Required)Please select an answerYesNoName / description of each SOP or process(Required)When the SOP or process needs to be followed(Required)Tell us about an average day for a sales rep. How do they progress through the day? How much time do they usually spend in meetings or prospecting?(Required)What non-sales software, apps or technologies will reps need to use? Please explain.(Required)Is there a dress code and/or ethics code or behavior expectations?(Required) Do reps need to use company property? If so, please describe below.(Required)Are there relevant legal requirements, regulations or certifications for customers or vendors in your industry? Is the sales rep required to be compliant with any? Please explain.(Required)What contracts, forms or agreements do customers need to sign? How is the sales rep involved with that process?(Required)Any other comments?(Required) Δ
