Sales Processes Assessment

A client wants to subscribe for 4 months. Is it possible?

• Yes

• No, he can subscribe to 3, 6, 9, 12 months

A client wants us to sign his Order form. Describe your future steps in detail:

You are selling Analyze tariff plan for $13 000. To get the invoice, you will:

• Create it in the client's account

• Ask for help in

  #ys-invoice-requests

A client has signed the order; however, the payment has not been sent yet.

He asks you to arrange an onboarding call with his CSM. What will you do?

A client said he's ready to proceed with us.

He's subscribing to Listen-5 + Advanced Custom Dashboards.

Describe your further steps according to our processes:

Today you received a notification in #ys-inv-new-payments that the payment from your customer was received yesterday.

Describe your further steps:

A client wants to pay by card but doesn't want to link it to the account.

What will you do?

A client who has already paid for a subscription sent you a message asking to help with a technical question.

Describe your further steps:

A client has sent payment and shared the receipt with you.

He asks you to activate the account.

What will you do?

A paid client returns to you complaining about his CSM - he doesn't want to set the Custom Dashboards for a customer.

What will you do?