STS Lesson 7: Setting up outbound

Talk to Sales

Name*

First Last

Email*

Company Name*

How can we help you?*

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Do you have any existing sales materials such as written training or processes?*

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Are you using a CRM or any other sales technology?*

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How did you hear about us?*

This field is for validation purposes and should be left unchanged.

Talk to Sales

Name*

First Last

Email*

Company Name*

How can we help you?*

This field is hidden when viewing the form

Do you have any existing sales materials such as written training or processes?*

This field is hidden when viewing the form

Are you using a CRM or any other sales technology?*

This field is hidden when viewing the form

How did you hear about us?*

Comments

This field is for validation purposes and should be left unchanged.

Sales Coaching

Name*

First Last

Email*

Company Name*

How can we help you?*

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How may reps are in need of training? What’s their current skill level?*

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Do you have any existing sales materials such as written training or processes?*

This field is hidden when viewing the form

Are you using a CRM or any other sales technology?*

This field is hidden when viewing the form

How did you hear about us?*

Phone

This field is for validation purposes and should be left unchanged.

CRM and Tech Selection & Setup

Name*

First Last

Email*

Company Name*

How can we help you?*

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Do you want to setup a new CRM, improve your current CRM, or migrate to a new CRM?*

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If switching to a new CRM, do you know which one you want to use?*

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Is your sales process written? Do you have any other written sales materials?*

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How did you hear about us?*

Comments

This field is for validation purposes and should be left unchanged.

Compensation Structures

Name*

First Last

Email*

Company Name*

How can we help you?*

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Do you need a compensation plan for a new sales role, or are you updating compensation for an existing sales role?*

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Please describe the sales rep’s job responsibilities*

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How did you hear about us?*

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