Design standard operating procedure to engage a lead or how to consume a lead

Closed Posted 1 month ago Paid on delivery
Closed Paid on delivery

I would like to design standard operating procedure (rules of lead engagement) based on large medium and enterprise segments-

1) how should sales consume the leads once a lead is assigned to the sales reps.

2) Define the stage movement timeline from one stage to another in salesforce based on which stage the lead is in.

3) How long to wait to send a follow up email /call after the two way connection has been established.

4) Reason to close or recycle the lead

5) Activities logged in salesforce.

etc.

CRM Leads Sales Salesforce App Development Salesforce.com

Project ID: #38010457

About the project

4 proposals Remote project Active yesterday

4 freelancers are bidding on average $160 for this job

cxramos

I managed sale teams across different countries for several years. I headed up Sales Operations at global companies and am an experienced writer. I can provide SOP's with diagrams and can provide you with a rapid draft More

$140 USD in 4 days
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mvsdj

Good day! I have 3 yrs of selling investment opportunities within the forex market. I have handled warm and cold leads, both via email and phone. I have also handled client relationships until account closure. Hope to More

$150 USD in 7 days
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