Delivery & Revenue Knowledge Base

Welcome to the Delivery & Revenue Knowledge Base

This comprehensive resource is designed to support our teams by providing detailed information on our delivery operations and revenue processes. Here, you'll find structured documentation to enhance efficiency and ensure consistency across all functions.

Delivery Operations

• Lead Delivery Integrations: Guidelines on integrating with platforms such as Marketo, HubSpot, Pardot, and Eloqua, including API documentation and field reordering instructions.
  
  

• Using Integrate DAP: Instructions for campaign creation, source management, integration setups, and lead review processes.
  
  

• Leads Management: Information on lead offerings, estimates, delivery checklists, quality assurance processes, and handling managed service providers.
  
  

• Intent Leads: Details on intent lead offerings, BANT leads, telemarketing programs, lead scoring, and best practices.
  
  

• Sponsored Comparison: Procedures for setting up and delivering sponsored comparison programs, including integration methods and pre-activation checklists.
  
  

• Policies and Procedures: Comprehensive policies on lead programs, domain caps, program monitoring, lead return policies, and program cancellations.
  
  

Revenue Processes

• Sales Process: Strategies for call preparation, understanding our value proposition, conducting discovery (DISCO) calls, and delivering effective demos.
  
  

• Opportunities Management: Guidelines for creating opportunities, understanding opportunity stages, and crafting proposals.
  
  

• Pricing and Products: Information on pricing structures, category pages, comparison pages, and product pages.
  
  

• Account Management: Insights into account tiers, health scores, contact scores, and managing vendor dashboards.
  
  

• Training and Support: Resources for training plans, types of data, troubleshooting leads, and escalation solutions.

• Incorrect Data: In the event of the company data being incorrect, or needing review (based on information found on LinkedIn or another source) please email  data_integrity@peerspot.com and request a review of the company data. Any information that could be helpful should be included in the email. 
  
  

This knowledge base serves as a centralized hub to empower our teams with the information needed to excel in delivery and revenue operations.