01 – Lead SOP | Advantage Technologies Forms Site

Basic Information

Submitted by:*

Lead Contact Information*

First Name Last Name

Lead Email*

Qualifying the Lead

Is the contact looking for technical assistance or help with a RightFax error?*

Yes
No

Results: This lead should be sent to [email protected]. Please remove all internal marketing fields (e.g. Accept Terms, Campaign Source, etc.) and send down to the team.

Have you verified Business Name & URL?

Tips: Verifying Business Name & URL.

Generally, you should be able to verify the business name and URL via your preferred search engine. If you are unable to or are returning unusual events, you will need to send the lead an email requesting that they provide the correct information.

Please reference the following SOP for Sending a Business Name / URL Qualification Email.
If you are still unsure, contact Jonathan Andrews for further assistance.
Once you have verified the business name, update this answer.

Have you checked for records in GoldMine?

SOP: Checking Records in GoldMine & ASP

Generally, you should be able to check records in GoldMine.

Please reference the following SOP for Checking Records in GoldMine
If you are still unsure, contact Jonathan Andrews for further assistance.
Once you have verified the business name, update this answer.

Have you checked for records in ASP?

SOP: Checking Records in GoldMine & ASP

Generally, you should be able to check records in ASP.

Please reference the following SOP for Checking Records in ASP
If you are still unsure, contact Jonathan Andrews for further assistance.
Once you have verified the business name, update this answer.

Is the lead associated with an ATNY Sales Rep?

(e.g. Sam Krasznai, Doug Byrne, Jim Marrone)

Yes
No

Is the lead associated with an Advantage Partner

(e.g. PPI, BxB, OTGT, AVT, etc.)

Yes
No

Is the lead based outside of North America?

Yes
No

Is the organization an MSP, MFP, IT Support Provider or related organization?

List of Related Organizations

Yes
No

Has the lead expressed interest in cloud?

Yes
No

Next Steps: If an organization is has expressed interested in the Cloud, but there is no associated account rep, then the lead must be qualified for referral to OpenText

For instructions on how to qualify a Cloud lead and refer to OpenText, view the SOP - Qualifying & Referring a Cloud Lead.
If the lead has been qualified to be sent to OpenText for Cloud Referral, please reference the SOP - Referring a Lead to OpenText
If the lead has been disqualified to be sent to OpenText for Cloud Referral, please reference the SOP - Disqualifying a Lead

Next Steps: If an organization is qualified to be sent to Advantage Channels, then the lead must be evaluated for current deals in progress with the ATNY Sales Rep.

Depending on the lead, you may be able to verify this in GM in ASP. However, if it is unclear, you will need to reach out to Advantage Sales to confirm if there is a deal in progress.

For instructions on how to send the lead down to the ATNY Sales rep, click here. Please proceed to the next question once the rep has responded to your request.

Any current deals in progress with ATNY Sales Rep?

Yes
No

Next Steps: If this lead is not associated with an Advantage Sales Rep and not a potential reseller opportunity, then it needs to be qualified for a RightFax system.

Please refer to SOP - RightFax Qualification Process to determine if this lead is qualified for RightFax or requires additional lead qualification.

Please proceed to the next question once the lead has been qualified.

Is the lead qualified to be sent to Advantage Sales??

Yes
No

Is the lead qualified for a cloud-based solution?

Yes
No

Results: If an organization is not based in North America, then it must be qualified for referral to OpenText:

Click here for instructions on how to qualify an international lead.
If the organization has been qualified to be an International lead, please reference the following instructions for Referring an International Lead to OpenText.
If the organization has been disqualified to be an International lead, please reference the following instructions for Disqualifying a Lead.

Results:This Lead is associated with an Advantage Sales Rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].

Results: This Lead is associated with an Advantage Sales Rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].

Results:This lead should be sent down to be assigned to an Advantage Sales rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].

Results: This Lead is associated with an Advantage Sales Rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].

Results: If no records exist in GM or ASP, you must manually register the lead to Dan Aronson in GoldMine. For instructions on registering a lead in GoldMine, click here. Once the lead has been registered, please send Dan Aronson an email using the following template.

Results: This lead belongs to an Advantage Partner. Please reference the SOP: Forwarding a Lead to an Advantage Partner for next steps.

Results: This lead should be assigned to an Advantage Sales rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].

Results: If this lead is not qualified for RightFax or for a cloud-based alternative solution, then it needs to be disqualified.

To disqualify a lead, please refer to the SOP - Disqualifying a Lead for next steps.

Results: This Lead is associated with an Advantage Sales Rep. Please send it down to GoldMine using the relevant internal form. Once you have received the $GM-WEBIMPORTS$ email, please send a message via the Lead Handling Teams Channel with a note saying "Lead Sent to GM. [Org Name] should be assigned to [Sales Rep] based on records in [GM and/or ASP].