Product

Question 1

Opportunity Stage

When the prospect is not ready to start right now, but they say they might use us in the future, what Lost Reason will you state?

The opportunity has been created but now you have to set it “Lost”

Answer 1

Timing - write a description to track the account’s activity

Change then the Account Status into Interested later

Question 2

Opportunity Stage

When we make our best offer and the prospect regards Regiondo as too expensive for his pockets, what Lost Reason will you state?

The opportunity has been created but now you have to set it “Lost”

Answer 2

Price - write a description to track the account’s activity (e.g. too expensive)

Change then the Account Status into Interested later

Question 3

Opportunity Stage

When our system is not relevant for the prospect, they prefer to continue working in this way, what Lost Reason will you state?

The opportunity has been created but now you have to set it “Lost”

Answer 3

Relevancy - write a description to track the account’s activity (Currently happy with existing solution; Don’t want to sell online; Too small)

Change then the Account Status into Interested later

Question 4

Opportunity Stage

When the prospect is using a competitor and they don’t want to change or they chose a competitor instead of us, what Lost Reason will you state?

The opportunity has been created but now you have to set it “Lost”

Answer 4

Competition - write a description to track the account’s activity (Currently happy with existing solution)

Change then the Account Status into Interested later

Question 5

If a prospect tells you they have just signed up with a competitor and wouldn’t consider Regiondo for at least 12 months, what steps should you take?

Answer 5

1. Update the call notes in Salesforce & create a Task to follow up with the in 8 months
2. Create an additional Task to check their website in 6-8 weeks’ time to see if they have actually implemented a competitor’s booking system. If not Live on their website, call them to see how they are getting on - it might have gone wrong!

Question 6

What is the field Seasonality and when do you need to add it?

Answer 6

The field Seasonality is mandatory. Add it when you create a lead and when you convert a lead into account by selecting one of the options from the drop down menu.

The field Seasonality will be used in every Daily Stand-up to help us focus more on accounts//leads that can bring value and revenue to our Company within current year and organize our work in the future.

Question 7

Where can you find updates on our newly released features?

Answer 7

We have a dedicated page in our Knowledge base where we regularly inform our clients with every new feature that is released.
You can check out our most recent ones here.
https://support.regiondo.com/en/article/new-features-3167201

Question 8

How can our clients export their statistics?

Statistics are very important for our clients for unterstanding their customers.

Answer 8

Go to “Statistics > Statistic export” in your operator account and adjust the following 3 options:

• Decide which columns are important for you. Click on “columns” to set your columns.
• Apply filters. You can delimit the values of your columns with the filters. For example, you might want to just show the bookings from the last two weeks instead of a longer period.
• Export your statistics. You can download the .XLS file in the Reports section in your dashboard, after creating an export.

You will find all of your statistic exports in Statistics > Reports .