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HipLead Inbound Sales Workflow

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The HipLead inbound sales process begins with leads entering through referrals, inbound web forms, or an outbound email campaign. Sales development representatives (SDRs) then add or update …

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Peter Park
  • HipLead Inbound Sales Process

HipLead Inbound Sales Process

Referral

event

Inbound Web

info@[Link]

Outbound Email
Campaign

Contract
Signed?
Signed?

Yes
SDR

Update Opp
SEND
Contract

ADD / UPDATE Lead info

HipLead INBOUND

Yes
No

SFDC
No

No
SDR
email / phone & setup apt
SDR: invite
and Conference
call created?

Ops: Criteria
approved?

Review sample call with client

Submit sample
request to Ops

Yes

Yes

Yes

Yes / Handoff to AE

CLOSING THE
SALE

AE: Qualifed Opp?

Yes

CONVERT to OPP

AE: Sample
Needed?
No

Update Opp as Lost

Lost

HipLead INBOUND Referral SDR SDR email / phone & setup apt SEND Contract ADD / UPDATE Lead info HipLead Inbound Sales Proce

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