What is Accelerator?
- Spend more of your day selling with Accelerator
- Features Include:
- Integrate & Track Emails
- Automate Frequent Tasks
- Enhanced Reporting
Ready, Set, Connect!
Why Connect? More than a quarter of a salesperson's work week is spent checking email.
What is Connect?
- One Location
- Instant Filing
- One-Click Contact Creation
- Add new contacts immediately from inbox
- Priority Follow-up
- Ignore senders to minimize distractions
- View related deals, stages and tasks
- Follow-up with most valuable deals
Find Hot Prospects: Bulk Email, Tracking, List Views, and Reports
- Define your goal (use location, lead type, deal stage, engagement, etc)
- Create and email template with 'bait'
- Keep it short and sweet
- Add a trackable link or attachment
- Request for proposal
- Buyer guide
- White paper
- RSVP link for calendar
- Send to your targeted prospect list
- Use Email Analytics to see who is 'hot' and who is 'not'.
- 3 common scenarios:
- Deal stage changes
- Recurring deal
- Add a new Company, Person or Deal
- Create a...
- A deal
- To do template (a series of tasks)
- Example Scenario: After I make a sale I...
- Change deal status to closed
- Ask Accounting to create/send an invoice
- Email my support team to begin welcome onboard services
- Notify my boss so she can track revenue
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