Setup Process

DISCOVERY AND SET UP PROCESS-B2B Solutions utilizes a proprietary methodology to model your prospect lead criteria. Our Delivery Managers are experts at building databases, call plans, training programs and selecting the best resources to assign to your program.

DISCOVERY PHASE-We conduct dialog with you to analyze and define:

• Your Business Model: differentiators and value proposition in the marketplace.

• Your Target Market: industry(s), demographics, and business qualifiers.

• Your Decision Maker Levels: C-Levels (CTO, CIO, CEO, CFO, VP of IT, etc.) Director Levels (Director of Application Development, Director of Information Security, Director of Network Systems/Management, Director of Information Technology, etc.)

CRM Database Design-Using the information we gather during the Discovery phase, we create a prospect marketing list by:

• Conducting a search and compiling the results to create a prospect list which is a close match to your target market qualifiers • Loading the data into the CRM

• Testing the data for accuracy• An internal proprietary database will be used, additionally SalesStaff partners with Jigsaw, Hoovers, Sales Genie, Spoke, and LinkedIn.

DESIGN AND CUSTOMIZE A CALL PLAN-A customized call plan is created to serve as the foundation of our call conversations and includes:

• Conversation material for our Inside Sales Representatives • Qualifying questions and responses to FAQs

• Product and Service information

• Lead and Appointment setting delivery instructions SELECTION AND TRAINING OF THE STAFF

Marketing Campaign Launch

Usually within 2 weeks from the initial Discovery meeting, our call activities are launched. • The campaign is continually refined and modified according to real-life experiences with prospects.• Follow-up calls are made with you daily and weekly to report results and troubleshoot. • Daily reports are emailed to you containing appointment and lead criteria or are available through our web-based portal.• Each appointment/lead is certified before it is considered delivered production.