http://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&feed=atom&action=historyAssigned Sales Person or agent and Reservation of Customer Accounts and Leads - Revision history2024-03-28T15:51:03ZRevision history for this page on the wikiMediaWiki 1.19.23http://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1249&oldid=prevSchoen.kevin: /* Policy on end-user customers that wish to switch to a different sales person or sales entity or agent */2021-02-26T17:12:21Z<p><span dir="auto"><span class="autocomment">Policy on end-user customers that wish to switch to a different sales person or sales entity or agent</span></span></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The salesperson is required to maintain a functional and useful relationship with the assigned salesperson.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The salesperson is required to maintain a functional and useful relationship with the assigned salesperson.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The customer may switch to another agent/sales person/sales entity or agent, but the customer must indicate some dissatisfaction associated with the existing agent/salesperson/sale entity or agent, upon written notification to ACD, will notify the the existing sales agent/sales person/sales entity or agent, and after 30 days, if the existing sales party has not repaired whatever relationship issue that may exist, the account transfer will occur, including the transferrance of commission if paid on recurring basis. If paid on one-time basis, the new salesperson will recieve no commission until a new contract is signed, and the commission will be adjusted to incorporate one time or recurring commissions deductions for the commission paid to the existing customer.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The customer may switch to another agent/sales person/sales entity or agent, but the customer must indicate some dissatisfaction associated with the existing agent/salesperson/sale entity or agent, upon written notification to ACD, will notify the the existing sales agent/sales person/sales entity or agent, and after 30 days, if the existing sales party has not repaired whatever relationship issue that may exist, the account transfer will occur, including the transferrance of commission if paid on recurring basis. If paid on one-time basis, the new salesperson will recieve no commission until a new contract is signed, and the commission will be adjusted to incorporate one time or recurring commissions deductions for the commission paid to the existing customer.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div>* All decisions will be final in this manner.  </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>* All decisions <ins class="diffchange diffchange-inline">will be made by ACD at our discretion in the best interest of the customer, and ACD's assessment </ins>will be final in this manner.  </div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1248&oldid=prevSchoen.kevin at 17:11, 26 February 20212021-02-26T17:11:08Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* Only one quote has gone to the customer. If two quotes have gone to the customer, the quote that was first submitted to the customer and the quote was documented to ACD, the sales party who first submitted shall be the controlling party for the sales and all sales commission. The party that is second, third or further to submit the quote will not be provided credit for any sale.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* Only one quote has gone to the customer. If two quotes have gone to the customer, the quote that was first submitted to the customer and the quote was documented to ACD, the sales party who first submitted shall be the controlling party for the sales and all sales commission. The party that is second, third or further to submit the quote will not be provided credit for any sale.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The quote that is documented is not older than 180 days. If the last quote provided to the customer is older than 180 days there is no reservation.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The quote that is documented is not older than 180 days. If the last quote provided to the customer is older than 180 days there is no reservation.</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">== Policy on end-user customers that wish to switch to a different sales person or sales entity or agent ==</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">* The salesperson is required to maintain a functional and useful relationship with the assigned salesperson.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">* The customer may switch to another agent/sales person/sales entity or agent, but the customer must indicate some dissatisfaction associated with the existing agent/salesperson/sale entity or agent, upon written notification to ACD, will notify the the existing sales agent/sales person/sales entity or agent, and after 30 days, if the existing sales party has not repaired whatever relationship issue that may exist, the account transfer will occur, including the transferrance of commission if paid on recurring basis. If paid on one-time basis, the new salesperson will recieve no commission until a new contract is signed, and the commission will be adjusted to incorporate one time or recurring commissions deductions for the commission paid to the existing customer.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">* All decisions will be final in this manner. </ins></div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1247&oldid=prevSchoen.kevin at 17:04, 26 February 20212021-02-26T17:04:23Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To provide a precise pathway to determine who receives commission and sales support when multiple parties wish to quote a customer location ACD services.  </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To provide a precise pathway to determine who receives commission and sales support when multiple parties wish to quote a customer location ACD services.  </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">* To ensure that the customer is properly serviced; from the customer's perspective.</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To ensure that ACD pays commission to the Qualified Sales Representative that is responsible for the sales effort, as defined under this policy.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To ensure that ACD pays commission to the Qualified Sales Representative that is responsible for the sales effort, as defined under this policy.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To eliminate channel conflict.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* To eliminate channel conflict.</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1246&oldid=prevVerma.sanjeev at 19:37, 4 February 20212021-02-04T19:37:07Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The quote must be uploaded and/or provided to ACD at the time the quote is submitted to the following email address sales@acd.net or upload.salespersonname@acd.net to have credit. If the quote is not provided to ACD at the time of submission, credit is not provided. No other form or proof will be considered under any circumstance.  </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* The quote must be uploaded and/or provided to ACD at the time the quote is submitted to the following email address sales@acd.net or upload.salespersonname@acd.net to have credit. If the quote is not provided to ACD at the time of submission, credit is not provided. No other form or proof will be considered under any circumstance.  </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* Only one quote has gone to the customer. If two quotes have gone to the customer, the quote that was first submitted to the customer and the quote was documented to ACD, the sales party who first submitted shall be the controlling party for the sales and all sales commission. The party that is second, third or further to submit the quote will not be provided credit for any sale.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* Only one quote has gone to the customer. If two quotes have gone to the customer, the quote that was first submitted to the customer and the quote was documented to ACD, the sales party who first submitted shall be the controlling party for the sales and all sales commission. The party that is second, third or further to submit the quote will not be provided credit for any sale.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div>* The quote that is documented is not older than <del class="diffchange diffchange-inline">12 months</del>. If the last quote provided to the customer is older than <del class="diffchange diffchange-inline">12 months </del>there is no reservation.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>* The quote that is documented is not older than <ins class="diffchange diffchange-inline">180 days</ins>. If the last quote provided to the customer is older than <ins class="diffchange diffchange-inline">180 days </ins>there is no reservation.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Sales]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Administration]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>[[Category:Employee Manual]]</div></td></tr>
</table>Verma.sanjeevhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1235&oldid=prevSchoen.kevin: /* ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION */2019-10-15T19:25:18Z<p><span dir="auto"><span class="autocomment">ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION</span></span></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS (our online quoting tool) by requesting a quote or feasibility or by uploading a quote.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS (our online quoting tool) by requesting a quote or feasibility or by uploading a quote.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Did the Sales Representative activities within reservation period?</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Did the Sales Representative <ins class="diffchange diffchange-inline">document </ins>activities within <ins class="diffchange diffchange-inline">CMS within the </ins>reservation period?</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1234&oldid=prevSchoen.kevin: /* ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION */2019-10-15T19:24:55Z<p><span dir="auto"><span class="autocomment">ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION</span></span></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION ==</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION ==</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS by requesting a quote or feasibility or by uploading a quote.</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS <ins class="diffchange diffchange-inline">(our online quoting tool) </ins>by requesting a quote or feasibility or by uploading a quote.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative activities within reservation period?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative activities within reservation period?</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== 50% / 50% accounts==</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== 50% / 50% accounts==</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1233&oldid=prevSchoen.kevin: /* EXAMPLE SITUATION */2019-10-15T19:24:05Z<p><span dir="auto"><span class="autocomment">EXAMPLE SITUATION</span></span></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Reason: The customer has not been interacted with by sales person C in a reasonable amount of time.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Reason: The customer has not been interacted with by sales person C in a reasonable amount of time.</div></td></tr>
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<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div>Situation #3:</div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins class="diffchange diffchange-inline"><b></ins>Situation #3:<ins class="diffchange diffchange-inline"></b><br></ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Sales Representative G already has completed and closed business with the customer at Location I. Sales Representative H finds out either via a visit that ACD has already provides service to one or more locations, and finds out from the Customer that the Customer would like service at Location I. Sales Representative G finds out that the customer wants service at location I, after Sales Representative H submits a quote request or feasibility request to ACD. Sales Representative G says that the customer is theirs. ACD's Customer Management System documentation indicates that the Sales Representative G has a qualified interaction with the customer within the preceding 6 months</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>Sales Representative G already has completed and closed business with the customer at Location I. Sales Representative H finds out either via a visit that ACD has already provides service to one or more locations, and finds out from the Customer that the Customer would like service at Location I. Sales Representative G finds out that the customer wants service at location I, after Sales Representative H submits a quote request or feasibility request to ACD. Sales Representative G says that the customer is theirs. ACD's Customer Management System documentation indicates that the Sales Representative G has a qualified interaction with the customer within the preceding 6 months</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1190&oldid=prevSchoen.kevin at 15:08, 3 April 20192019-04-03T15:08:05Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">== RESERVATION POLICY FOR AUTOMATIC CUSTOMER RESERVATION BASED UPON SALES EFFORT ==</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A person that has made a stage 1 cold call to a potential customer puts an automatic reservation on the customer for 45 days. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A person that has made a stage 2 cold call to a potential customer puts an automatic reservation on the customer for 90 days.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A person that has made a stage 3 cold call to a potential customer puts an automatic reservation on the customer for 180 days.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">== RESERVATION POLICY FOR CUSTOMER INITIATED INBOUND COMMUNICATION == </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*If a potential customer initiates incoming contact to ACD, via phone, email or other incoming contact to ACD, the call will be guaranteed to be routed to the Qualifying ACD sales person that made the last made a valid cold call if within the reservation period. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*If outside reservation period, if the customer calls in and does not know whom they spoke to, or does not indicate the salesperson contact, or preference to speak to a particular salesperson then the call will be routed to either the sales lead pool or to a house account order taker. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*As an indication of the actual verifiable contact the sales person should at least obtain the persons name, phone number and/or email address of the person they have communicated with on the cold call, and or other contact or relevant information. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*As the records between CMS and Salesmap are synchronized and cross correlated, both should be checked if the customer is also in CMS.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">== Definition of a Cold Call Prospect ==</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A stage 1 cold call prospect is when a message or other form of outbound communication exists to the customer record, i.e. a voice mail left or information left at the front desk of a potential customer location.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A stage 2 cold call prospect is when the person making the cold call has obtained information from the prospect about the a) existing service they have, b) the salesperson obtains direct contact information, i.e. email, phone extension, cell phone, and the persons name that has some decision/influence capacity. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">*A stage 3 cold call prospect is when the sales person has obtained enough information to provide a valid quote to the customer, and has delivered that quote and the customer has received it.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">== Documentation of a Valid Cold Call ==</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">The documentation of a cold call must be made in either CMS or in sales map, or the sales prospect form. No other form of documentation or proof will be considered enforceable. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">An in person visit to the customer as well shall be considered to be the same as a phone call, as long as it is documented via email communication to sales@acd.net or in an outlook schedule or documented in the customer note shortly after the appointment was made.</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">== Definition of Incoming Sales Lead Pool ==</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div><del style="color: red; font-weight: bold; text-decoration: none;">* Incoming Sales Lead Pool are the leads that are generated from incoming calls to the company, whether from previous sales efforts that did not produce a sale, generation of marketing or leads otherwise obtained. </del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== 50% / 50% accounts==</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== 50% / 50% accounts==</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1189&oldid=prevSchoen.kevin: /* ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION */2019-04-03T15:01:08Z<p><span dir="auto"><span class="autocomment">ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION</span></span></p>
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<td colspan='2' style="background-color: white; color:black;">Revision as of 15:01, 3 April 2019</td>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION ==</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION ==</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS<del class="diffchange diffchange-inline">?</del></div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div># Did the Sales Representative documented contact with the customer for the location in question in CMS <ins class="diffchange diffchange-inline">by requesting a quote or feasibility or by uploading a quote.</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative activities within reservation period?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Did the Sales Representative activities within reservation period?</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div># Was a documented quote delivered to the customer by the Sales Representative?</div></td></tr>
</table>Schoen.kevinhttp://wiki01.acd.net//wiki/index.php?title=Assigned_Sales_Person_or_agent_and_Reservation_of_Customer_Accounts_and_Leads&diff=1188&oldid=prevSchoen.kevin: /* RESERVATION POLICY FOR AUTOMATIC CUSTOMER RESERVATION BASED UPON SALES EFFORT */2019-04-03T15:00:13Z<p><span dir="auto"><span class="autocomment">RESERVATION POLICY FOR AUTOMATIC CUSTOMER RESERVATION BASED UPON SALES EFFORT</span></span></p>
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<td colspan='2' style="background-color: white; color:black;">Revision as of 15:00, 3 April 2019</td>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>A particular location is a unique address or location that a customer can receive services.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>A particular location is a unique address or location that a customer can receive services.</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">== ORDER OF PRIORITY OF DETERMINING WHO IS IS THE SALES REPRESENTATIVE OF THE CUSTOMER FOR A PARTICULAR LOCATION ==</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"># Did the Sales Representative documented contact with the customer for the location in question in CMS?</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"># Did the Sales Representative activities within reservation period?</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;"># Was a documented quote delivered to the customer by the Sales Representative?</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== RESERVATION POLICY FOR AUTOMATIC CUSTOMER RESERVATION BASED UPON SALES EFFORT ==</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== RESERVATION POLICY FOR AUTOMATIC CUSTOMER RESERVATION BASED UPON SALES EFFORT ==</div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>*A person that has made a stage 1 cold call to a potential customer puts an automatic reservation on the customer for 45 days.  </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>*A person that has made a stage 1 cold call to a potential customer puts an automatic reservation on the customer for 45 days.  </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>*A person that has made a stage 2 cold call to a potential customer puts an automatic reservation on the customer for 90 days.</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>*A person that has made a stage 2 cold call to a potential customer puts an automatic reservation on the customer for 90 days.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="background: #ffa; color:black; font-size: smaller;"><div>*A person that has made a stage 3 cold call to a potential customer puts an automatic reservation on the customer for 180 days.  </div></td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div>*A person that has made a stage 3 cold call to a potential customer puts an automatic reservation on the customer for 180 days.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== RESERVATION POLICY FOR CUSTOMER INITIATED INBOUND COMMUNICATION ==  </div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>== RESERVATION POLICY FOR CUSTOMER INITIATED INBOUND COMMUNICATION ==  </div></td></tr>
</table>Schoen.kevin