Welcome to the MRR team!

During this training you will learn the in's and outs of becoming the best MRR's ShipMonk has ever seen. We will cover review what you already know from ShipMonk Academy, specific MRR ShipMonk Information, best practices, etc. We are so excited to have you on the team and for you to grow with us.

Course Curriculum

    1. Marketing Response Representative team

    2. About the MRR Role

    3. MRR Expectations

    4. Common abbreviations

    1. Navigating Salesforce

    2. Video - Navigating Salesforce

    3. General Lead Guidlines

    4. Lead Status

    5. Video - Lead Status

    6. Inbound Leads

    7. How Leads are created

    8. Video - Manually Creating Leads Updated (8/12/2021)

    9. Lead Touches guide/MRR Email templates guide

    10. Video - Lead Touches Updated (8/10/2021)

    11. Video - Taking Notes on a call Updated (8/12/2021)

    12. Lead Activity (Leads no activity 3 days)

    13. Video - Lead Activity (Leads no activity 3 days report)

    14. Review - Handling Leads and Lead Scoring

    15. Coverting leads and ROE

    16. Video - Lead Collision and Rules of Engagement (ROE)

    17. Video - How to Merge Duplicate leads

    18. Prior to Converting a Lead

    19. Video - How to Convert leads Updated 7/13/2021

    20. Review #2- Converting Leads/ Lead collision

    21. Chatter in SalesForce

    22. Video - How to use Chatter in SalesForce

    23. Sending Mutual Non Disclosure Agreements

    24. Video - Sending ShipMonk's MNDA

    25. Receiving another Company's MNDA

    26. Video - Receiving another Company's MNDA

    27. MNDAs

    1. Meet our other Software!

    2. Video - How to use the Phone (AirCall)

    3. Handling Missed Calls and how to assign them

    4. Video - Handling Missed Calls and how to assign them

    5. Listening to inbound calls and viewing Salesforce Activity

    6. Video - Listening to inbound phone calls and viewing Salesforce activity

    7. Review - Aircall

About this course

  • Free
  • 38 lessons
  • 0 hours of video content