You’ve been researching XYZ Inc., and you discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn’t know for sure but that he can ask around and get back to you. He also says that Mariah Opensky would probably be the person to make that decision, but she’s currently on vacation. What’s the BEST way to record this in the CRM?

Add a note to XYZ Inc.’s company record describing the call, but don’t add any contacts until you know for sure who was viewing your pricing page. Add Johnny as a contact because he’s who you talked to, and associate him with XYZ Inc.’s company record. Mention Mariah in a note, but don’t add her […]

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You see that a particular company has visted your website several times in the past few days, so you decide to call them. A receptionist answers the phone. Which of the following would be the BEST way to proceed?

Say, “Hi, my name is [name], and I’m calling from [company]. We’ve received a number of inquiries on our website from someone at your company, but they didn’t leave a name. We provide [product]. Do you know who at your organization would be looking into that right now?” Say, “Hi, I sell [product]. Can you […]

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There are two main differences between forms and lead flows. One is that forms are embedded on the page while lead flows appear on top of the page. What’s another difference?

Forms typically collect more information than lead flows. Lead flows typically collect more information than forms. Lead flows can only be added to blog posts, but forms can be added to any page. Lead flows allow people to chat with you in real time.

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Which of the following is NOT a recommended best practice for the messages tool?

Make sure the message pane appears on every page of your website. Customize your welcome message to be relevant to the page it appears on. Start by making the messages pane visible to all website visitors and then restrict it later if you receive more chat requests than you can respond to. Set your availability […]

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