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ePN Sales Hub  >  Processes  >  A$ET Prospector Onboarding

One-Stop-Shop for the ePN Sales Team

Objective

Ensure that the Sales Prospector has a regular flow of Leads that they can use to generate relevant prospects for their SAMs.

Initiator 

A$ET Member

Process Details

Frequency

Daily

Trigger

Daily Activity

1
Stage: Target
Who: A$ET Member

Tasks:

  1. Receive Target leads defined by industry and location from the Marketing Function by email or on Slack. 

2
Stage: Complete
Who: A$ET Member

Tasks:

  1. Complete Data Items required per Lead.

    • First Name​

    • Last Name

    • Position

    • Email

    • Mobile

    • LinkedIn

    • Location

    • Company

    • Type

    • Website URL

  2. Upload collected to eBen Data Bank (eDB).​

  3. Inform Marketing 

3
Stage: Load
Who: Marketing

Tasks:

  1. Load Generated Data from the eDB to the CRM

  2. Create Deals on the CRM.

4
Stage: Assign
Who: SAM

Tasks:

  1. Assign Deals to Prospectors to Contact the Leads.

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