Partners must register a sales lead through our partners email; partners@daktela.co.uk
The email subject must contain:
Partner Name
Reseller Name
End Customer Name.
Lead Qualification: Ensure the lead is fully qualified.
Demo Booking: Schedule a demo for the lead. A lead cannot be registered until a demo has been scheduled
Information Required: The lead registration must include the following details:
Number of agents/seats
Existing contact center (CC) provider
Expected deal closing date
Stage of the deal
Stage 1 – Qualified Opp Identified
Stage 2 – Solution Presented
Stage 3 – Commercials Agreed
Stage 4 – Solution of Choice
Any other relevant information
2. Ticket Management
Step 2: Ticket Issuance
Once the lead is registered and qualified, a Daktela Account Manager will provide the partner with a ticket number.
The lead will be placed in a waiting status with a re-open date set for 3 months from the registration date.
Step 3: Communication Protocol
Quoting Ticket Number: Partners must quote the ticket number in all correspondence with Daktela. This ensures all communication is properly linked to the lead ticket.
Inactive Leads: If the partner does not contact Daktela within the 3-month period, the ticket will automatically reopen.
Follow-Up: Upon reopening, a Daktela sales lead will reach out to the partner and request an update.
A lead can only be held with Daktela for a period of 12 months unless there is proof of active communication between the end customer and partner.
Step 4: Lead Status
For the lead to remain open, there must be ongoing, active communication between the reseller and the end customer.
3. Regular Meetings
Step 5: Sales Account Management
Your dedicated Daktela Account Manager will schedule monthly meetings with your Head of Sales and the Pre-Sales team.
Purpose of Meetings: These meetings are for discussing live leads, addressing general topics, and ensuring alignment between both parties.
Step 6: Support Account Management
Your dedicated Daktela Account Manager will schedule bi-weekly meetings with your Head of Sales and Technical Delivery team.
Purpose of Meetings: These meetings are for discussing ongoing installations, addressing general topics, and ensuring alignment between both parties especially within system set ups
