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TSL Internal Resources
TSL's processes, documents, manuals, and other resources for internal use.
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Digital Advertising Services
About our Digital Advertising service packages
Process & Call Guide to kick off and manage advertising programs
UX/CRO Services
About our website UX/CRO service packages
Process & Call Guide to kick off and manage UX/CRO programs
Databox
How to setup Databox for a customer
Adding Dashboard Templates to a Customer Account
Pardot
Special LiveSafe (Client) instructions
How to send an email from a template in Pardot
HubSpot Forms
How to Create a New Form
How to Clone an Existing Form in HubSpot
Edit Hubspot Contact Property Settings
HubSpot Lists
Navigating in the Contacts tool
How to add contacts into HubSpot
Differences between a smart list and a static list
When to create and use smart lists
How to create smart lists
The Facilitation Process
The conference all facilitation process for BDTM
How to facilitate a call on the Avaya phone system
Technical Sales Skills
Skills required to be successful in sales conversations with prospects
Microsoft Teams
How to access/install Microsoft Teams
How to post messages
How to chat with other internal customers
Lead Tracker
Overview of the Lead Tracker Excel spreadsheet
Definitions of LPI and KPI
How to enter your opportunity numbers and read your progress against your target
Scheduling and Work Management
Significance of project scheduling for TSL and customers
Where to locate the schedule and how to read your assigned campaigns and hours
Flash
Training about flash storage
IT Overviews
IT 101
IT 102
IT 103
Cloud Computing
Training about cloud computing
Channel Marketing
What is Channel Marketing and why do firms sell through a channel?
Creating a joint marketing plan
TSL's channel marketing services
Project Kickoff/Intake
How to start a project after is it assigned to a manager
Internal Kickoff Call Guide
External Customer Kickoff Call Guide
SEO Services
About our SEO service packages
Process & Call Guide to kick off and manage SEO programs
Sharepoint File Setup
Create Sharepoint files
Link to Clarizen project file path
MailChimp
How to Set Up a New MailChimp Account
Finishing Account Automation Setup & Creating a Thank You Email
Landing Pages
How to Create a New Landing Page in Unbounce and Hubspot
How to Clone an Existing Landing Page in Unbounce and Hubspot
Cigna Open Enrollment 2018
Presentation about Cigna benefits open enrollment session for 2018
The Sale Process for BDTM
The stages of the sales process
Mock Calls with Gatekeepers
Mock calls with company gatekeepers and prospects demonstrate how to best navigate common conversation scenarios
Avaya Module
What is Avaya?
Technical terms and how Avaya works
Holding a conversation about Avaya
OneDrive
Overview of OneDrive for all users
Setting up and accessing OneDrive as a BDTM
RainKing
How to use RainKing, a contact list data provider tool
Hubspot Inbound Lead Follow-Up
Hubspot Lead Stage acronyms and definitions
Responder types, notifications, and actions for BDTM
Overview of the CRM Dashboard, Contacts, Views
How to view, manage, and update contacts
Internet of Things
Training about the Internet of Things (IoT)
Server Virtualization
Training about server virtualization
Clarizen Project Setup and Assignment for Admins
Loading project templates that align to services sold
Required fields/settings and best practices for Administrators
Assigning an entire campaign or portions of a campaign to a manager
Opportunity Identification Services
About our Opportunity Identification (Lead Generation) services
Process & Call Guide to kick off and manage O.I. programs
Leveraging an Alliance Partner
Who are our Alliance Partners?
How to work with an Alliance Partner on a project
Adding/Creating a Subdomain
How to create a subdomain
Add your domain to Unbounce account
TSL's Own Social Media
How to Build the Content Repository
How to Schedule Out Posts
HubSpot Workflows
How to Make a Lead Rotator
How to Set Up Frequently Used Workflows
How to Set Up Lead Scoring
ADP
How to use ADP to request time off and submit your timesheet
Contact List Development
What is list development?
Best practices for list development
Soft Skills
Soft skills
Remote BDTM Best Practices
Tips for success for remote internal customers
Outlook Email for BDTM
How to view your calendar, and create and send a calendar invite for a conference call
Best practices for scheduling conference calls
How to create your email signature
Vanillasoft
Overview of VanillaSoft, TSL's inside sales software and calling system
Final Data Call
Review of the Performance Dashboard and metrics provided to customers
Best practices for data coding
Review of the Opportunity Tracker and facilitation notes
Significance of data coding in VanillaSoft
Disaster Recovery
Training about disaster recovery
IT Security
Training about IT security
Website Optimization Wishlist Setup and Updates
Template for the Website Optimization Wishlist and how to create it
How to add recommendations to the wishlist
How to run the Month-End Website Wishlist Review meetings and assign out action items
