A website demo request reaches the sales team
Who is involved
| Role | What they do |
|---|---|
| Website visitor | Fills in the demo form. |
| Sales team member | Receives the email and follows up. |
Step by step
- Website visitor
Books a demo with name, company, phone and message.
What they see:The form confirms.
- System
Files it as a priority ticket in the support desk and tells the platform's sales list.
What they see:A ticket exists.
- Sales team member
Receives an email with the visitor's details.
What they see:The email names the company, phone and message.
- Sales team member
Calls the visitor back.
What they see:The demo is booked.
- Platform administrator
Maintains the list of who receives these emails.
What they see:They can add or remove a person and send a test.
Who is told what
Sales team: email on every new request, outside any customer company's quiet hours.