At Happy Inc., the org chart looks like this (6 appointment setters, 6 account executives)
The Chili Piper admin configures 10 queues for his team
Queues Grouping
Queues are grouped under the following categories:
- If an inbound prospect is net new AND they qualify and they click the time slot to book a meeting then assign to account executives as follows:
- US Enterprise Sales: US Accounts with employee size > 500
- US Small Business - Sales: US accounts with employee size <=500
- Non US - Enterprise - Sales: Accounts outside US with employee size >500
- Non US- Small Business - Sales: Accounts outside US with employee size <=500
- If an inbound prospect is net new AND they qualify and don't book a meeting directly through the Concierge Inbound Router (either because they never get around to clicking a time or they close the calendar popup) then assign to the SDR team as follows:
- US Enterprise Sales Development: US Accounts with employee size > 500
- US Small Business - Sales Development: US accounts with employee size <=500
- Non US - Enterprise - Sales Development: Accounts outside US with employee size >500
- Non US- Small Business - Sales Development: Accounts outside US with employee size <=500
- If an inbound prospect is already in Salesforce and is worked on by a sales development representative:
- Assigned Leads - Existing leads in Salesforce with an Account Owner
- If an inbound prospect is already in Salesforce and is worked on by a sales representative:
- Assigned Accounts - Existing accounts in Salesforce with an Account Owner
Rules Examples
Here are examples of rules for the queues above
US Enterprise Sales
Non US- Small Business - Sales Development
Assigned Accounts
Assigned Leads
Other settings
Meeting types: for sales development queues, the discovery template, for sales team, the demo template from these examples here
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