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Sales Admin Process for Scheduling Demos

Goal: Provide a Simple, Tracked, Process for Sales Admins to Schedule Demos for their NSE's

Key Topics:

Setting Up Demos on Records

Check out the HubSpot created Knowledge Base Article Below that goes over each step involved in scheduling meetings for other users!

This will be the easiest method when scheduling on the phone.

You can collect as much information as possible regarding the meeting. Leave any internal notes for the Rep conducting the Demo, add as many attendees as needed, etc.

Scheduling Meetings

Video Walkthrough

Meeting Outcome Options

  • Depending on the Outcome of the Meeting, the Sales Rep will adjust accordingly on the meeting event.
    • They have been instructed to do this for the SDR - we will re-iterate they must do this for all demos/meetings 
  • They will then communicate with their admin and let them know the outcome of the meeting 
    • This step is to ensure the outcome is properly being updated 
      • Meeting Outcome = Completed
      • Meeting Outcome = No Show/Cancelled
        • Admin Will Follow Up and try to get Demo Rescheduled
      • Meeting Outcome = Rescheduled
        • If Rep has Rescheduled Meeting with Customer - They will inform the Admin

Scheduling in Advance 

The Following Meeting Links are set up specifically to be used by the Admin only for setting demo's up for their NSE

Using these specific links will allow us to track the Admin efforts when it comes to scheduling Demos!

Admin Specific Meeting Links per Rep

Dean Morgan / Jo Belsky

https://web.icrealtime.com/meetings/dean-morgan/admin-demo

Dave Greenfeld / Donna Salmon

https://web.icrealtime.com/meetings/dave-greenfeld/admin-demo

John Edens / Donna Salmon

https://web.icrealtime.com/meetings/john-edens/admin-demo

Susie Goff / Jacqueline DeSantis 

https://web.icrealtime.com/meetings/susie-goff/admin-demo

Mike Menendez / Jacqueline DeSantis

https://web.icrealtime.com/meetings/mike-menendez/admin-demo

Robert Bucciarelli / Allan Reubenstone 

https://web.icrealtime.com/meetings/robert-bucciarelli/admin-demo

Louis Digioia / Allan Reubenstone

https://web.icrealtime.com/meetings/louis-digioia/admin-demo

Ian Sossen / Jeff Chance

https://web.icrealtime.com/meetings/ian-sossen/admin-demo

A Workflow will Trigger when a Contact Books a Meeting with one of these links and send an internal email to the Admin for informative purposes