Process

Account Set Up​

Phase 1 / Week 1

Account Set Up & Project Onboarding

This is the foundational stage in the setup process and is completely people and process driven. This stage includes the organizational orientation, process briefing, campaign structure, deliverables and the campaign governance mandates.

  1. Project Kick-Off Schedule & Customer briefing
  2. Team Introductions
  3. Project & Campaign Briefing
  4. Campaign Calendar & Activity deliverables timeline
  5. Account Set Up on the Platform
Account Set Up

Phase 1 / Week 1

Account Set Up & Project Onboarding

This is the foundational stage in the setup process and is completely people and process driven. This stage includes the organizational orientation, process briefing, campaign structure, deliverables and the campaign governance mandates.

  1. Project Kick-Off Schedule & Customer briefing
  2. Team Introductions
  3. Project & Campaign Briefing
  4. Campaign Calendar & Activity deliverables timeline
  5. Account Set Up on the Platform

FAQ

Frequently asked questions, answered

FunnL Platform helps to bring business intelligence to all the key executives, sales and business development professionals in the company to take strategic decisions for the sales pipeline development. It helps to visualize all the data points necessary to execute and design the sales lead generation campaign and all the key metrics and KPIs associated with them. The reporting and the analytics section on the platform deliver the best insights and analytics which is the cumulative result of multiple data sources and data points captured from the sales lead generation campaigns designed and executed for the pipeline development – ultimately to achieve sales and business development goals.

The accounts can easily be set up on the platform without any complexities. The customer receives a notification mail from FunnL and he/she can follow the standing instructions to set up the accounts. It takes 10 – 15 minutes to add and assign the members, and your account is up and ready. The project head can add members and designate specific roles pertaining to sales, marketing, finance/billing etc.

No, it’s very simple to access the platform and the dashboards. The members are assigned specific roles and all the information as per the job functions and accountability can be viewed and accessed.

Yes, the reports can be custom made as per data points relating to industry, regions, departments, job functions and roles, duration of the campaign, response analysis and category, pipeline view, meeting status (upcoming, scheduled, completed) etc.

We have multiple options on the engagement model and depending on the industry you can choose the plan. Please visit engagement.

All data, reports, and analytics will be present on the platform. If you want to have the access to these reports you need to be subscribed to the specific plan or, you can also upgrade to the premium plan based on your requirements. Please visit engagement.

You will be able to create and assign the members as per their roles/responsibilities. Apart from that, you will have the accessibility to review a lead, accept and confirm the schedule, provide your feedback for each meeting. In case you want to upload any target, list or Do Not Contact list, drop a mail/raise a request to the Account Manager at FunnL.

We can run multiple campaigns at any given point of time provided the buyer persona/lead definition parameter is unique for each of the campaigns.

The minimum duration of the engagement is 5-6 months which helps to run and stabilize the campaign and measure the performance and results.

The invoices will be auto-generated at the end of every month and you will receive the invoice based on the subscription plan and number of completed meetings. You will have that choice on pay from the platform. choices accessible are Wire Transfer, PayPal, Visa.

I have more questions!

Just send us an email at mya.harris@funnl.us, we’ll be more than happy to help.

Our customers have closed deals worth millions of dollars from our leads

We provide our customers with high-quality leads that help their sales teams move the needle on Deals