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Here you'll find a breakdown of how new sales are received and assigned out to the TDA Team. |
New Sales
Digital Marketing Operations Team
- A Digital Marketing Salesperson drops the new sale information into the DS Digital Marketing New Sales chat (Teams).
- The Digital Marketing Operations Team updates Insight 365(CRM) so the TDA Specialists and Account Managers can find the information they need
- The Digital Marketing Operations Team emails the new sale information to TDA Department Manager
TDA Department Manager
Once the TDA Department Manager has received the new sale information, they will:
- Add the new client to the DS TDA Client Tracker or the ARI TDA Client Tracker
- No other onboarding or set-up tasks can be taken until the Account Manager has completed the Intake Call
Onboarding Resources
New Sales
Digital Marketing Sales/Ops
An Intake Task is created in Salesforce or other CRM
Task is assigned to an Account Manager and to TDA (trenika.stevens@leadventure.com)