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 a Record
  
  • Video Walkthrough
• Outcomes
• Scheduling in Advance

Setting Up Demos on Records

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