ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES
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1 ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES TEMPLATE 1: FIRST ATTEMPTED OUTBOUND PHONE CONVERSATION, NO ANSWER Use: Send this after trying to call a prospective customer who did not answer. Leave a voic message then send this . Refer to the voic you left. Introduce testimonial from related line of business. Do not discuss any CCT features or benefits. Commit to calling back; do not ask customer to call you back (but include your number so they may choose to do so). Subject: voic I called and left you a message earlier today in regards to your Adobe licenses. Customers in your line of business have been able to increase their productivity and simplify their license management. I wanted to see if you might be interested in a similar solution. I ll try calling you back again tomorrow to discuss. Adobe Systems Inc Page 1 of 10
2 ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES TEMPLATE 2: SECOND ATTEMPTED OUTBOUND PHONE CONVERSATION, NO ANSWER Use: Use this after trying to call a prospective customer a second time with no answer. Refer to the voic and you ve already sent. Remind them that you kept your word calling back. Take ownership for not reaching them; do not put any responsibility on them. Give a little more information on the nature of the call and invite the customer to call back. Subject: voic As I promised, I tried to reach you again by phone. Sorry I missed you. I m thinking I might be picking the wrong time to get a hold of you. I was calling about your Adobe licenses. I have some ways for you to get more out of them. If you d like to talk about some ways to increase your team s productivity and simplify your license management, please give me a call at (provide local ABD sales queue number). Adobe Systems Inc Page 2 of 10
3 ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES TEMPLATE 3: ATTEMPTED OUTBOUND PHONE CONVERSATION, NO ANSWER (RFI) Use: Use this after attempting to contact a prospective customer who sent an online Request for Information (RFI). Refer to the voic and you ve already sent. Give a little more information on the nature of the call and invite the customer to call back. Subject: voic I was calling you in regards to your request for information you made through Adobe.com. As your Creative Advisor, I would be delighted to help you find what you need. Please do not hesitate to call me at [insert local ABD sales number], or feel free to reach me via . Looking forward to speaking with you. Adobe Systems Inc Page 3 of 10
4 ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES TEMPLATE 4: FOLLOW-UP TO DISCUSSION OF CUSTOMER NEEDS Use: Send this after having a conversation with a prospective customer about their needs, but in which you did not yet recommend a solution. Summarize customer s needs from the phone conversation Reminder about the next step in the process (the next call) Subject: Conversation summary and next steps It was good talking to you today. To make sure I have a clear understanding of your businesses needs, allow me to summarize what I understand them to be: Your team of six create professionals currently uses CS6 Design & Web Premium Suite. It has been at least three years since their creative tools were last updated. Version compatibility is important to your team and your clients, and it sounds like this has caused some inefficiencies in your creative workflow. If I missed anything significant please let me know. Otherwise, I will evaluate some options for you which I will come prepared to discuss when I call you back on [insert date and time] as we agreed. Adobe Systems Inc Page 4 of 10
5 ADOBE BUSINESS DIRECT SALES OUTBOUND TEMPLATES TEMPLATE 5: FOLLOW-UP TO DISCUSSION OF RECOMMENDED SOLUTIONS Use: Send this after having a conversation with a prospective customer about their needs and you recommended a solution. Summarize customer s needs from the phone conversation Summarize CCT benefits relevant to their business and discussed in the second phone conversation. Reminder about the next call. Provide links for more information about CCT. Subject: Conversation summary and next steps It was good talking to you today. To make sure I have a clear understanding of your businesses needs, allow me to summarize what I understand them to be: Your team of six create professionals currently uses CS6 Design & Web Premium Suite. It has been at least three years since their creative tools were last updated. Version compatibility is important to your team and your clients, and it sounds like this has caused some inefficiencies in your creative workflow. As we discussed, I believe Creative Cloud for teams will be of benefit to your organization in the following ways: (Choose 3-4 of the most relevant benefits from the list below and customize them to suit the needs of your customer.) Increased productivity by having everyone on the most up-to-date version of our software. Increased productivity and creative command with access to over 1,000 new and enhanced features. Ongoing access to new features and upgrades as soon as they re released at no extra cost. Centralized license management so your licenses can be easily reassigned, ensuring the licenses you paid for don t walk out the door if an employee leaves. Live training included at no additional cost to get your team up-to-speed on the latest productivityboosting features right away. Hundreds of hours of online training included at no additional cost so your team can get up-to-speed on the latest tools and new features as quickly as possible. Centralized and customized deployment packaging gives you full control over software access and upgrade installation. Live technical support on anything you need from installation issues to a guided walk-through of how to use new features. Access to 100 GB of online storage capacity for each user. Page 5 of 10
6 ADOBE BUSINESS DIRECT SALES: OUTBOUND TEMPLATES TEMPLATE 5: FOLLOW-UP TO DISCUSSION OF RECOMMENDED SOLUTIONS, continued As you consider Creative Cloud for teams, feel free to review these links for some additional information: What is Creative Cloud for teams? Creative Cloud on Adobe.com Adobe Value Incentive Plan (VIP) If you have any further questions please let me know. Otherwise, I will call you back [insert date and time] to discuss the next steps in the process. Adobe Systems Inc Page 6 of 10
7 ADOBE BUSINESS DIRECT SALES: OUTBOUND TEMPLATES TEMPLATE 6: CONFIRMATION OF PRICE QUOTE Use: Send this to accompany a quote via Hendrix or VIP. Refer to the price quote Reminder about the next call Subject: Price Quote It was good talking to you earlier. As agreed on our call, I am sending you a quote for your Creative Cloud subscription. Please review, and we can then discuss the next steps when I call you back on (insert date and time). Adobe Systems Europe Page 7 of 10
8 ADOBE BUSINESS DIRECT SALES: OUTBOUND TEMPLATES TEMPLATE 7: SECURE PAYMENT LINK Use: Send this when the customer is placing an order through a sales agent, but requests a link to ensure secure payment. Set out instructions Provide link Subject: Secure Payment Link You are three clicks away of enjoying your Creative Cloud membership. In order to start your Creative Cloud subscription, please access the link below and log in with your Adobe account. Once you are in, please complete the payment details. I will then receive a token that will enable me to place your order. This is a very secure way of making payment as Adobe does not store our customers credit card details. Secure Payment Link: Should you experience any issues or have any questions, please do not hesitate to contact me. Adobe Systems Europe Page 8 of 10
9 ADOBE BUSINESS DIRECT SALES: OUTBOUND TEMPLATES TEMPLATE 8: ASSISTANCE DEPLOYING CREATIVE CLOUD Use: Send this after making a deployment call in which the customer requested additional information on how to deploy their licenses. Summarize customers needs from the phone conversation Provide link Subject: Creative Cloud Tutorial Link It was good talking to you today. I understand you would like to have some guidance on how to deploy your Creative Cloud licenses. Please find the link below can guide you step-by-step through the process and answer any questions you may have. Video: Deploying Creative Cloud for Teams with Creative Cloud Packager Creative Cloud Help Page: Creative Cloud Packager Creative Cloud Learn & Support Troubleshoot Creative Cloud Download and Install Issues Creative Cloud for Teams FAQ Should you experience any issues or have any questions, please do not hesitate to contact me. Adobe Systems Europe Page 9 of 10
10 ADOBE BUSINESS DIRECT SALES: OUTBOUND TEMPLATES TEMPLATE 9: SWITCHING RESELLER TO DIRECT Use: Send this to confirm after a phone conversation in which the customer says he or she wishes to switch from a reseller to direct. Recap prior conversation. Confirm and document customer s intention to switch from reseller to direct channel. Confirm customer s account details in preparation for processing request. Subject: Changing Adobe License Reseller It was good talking to you today. From our conversation I understand that you are requesting to change your Adobe licensing provider from a reseller and you wish to work directly with Adobe to meet your licensing needs. My records show the following details associated with your request: Organization Name: VIP Account Number: Requester Name: Primary Admin Name: Current Reseller Name: Reason for Change: If I missed anything please let me know; otherwise, please respond to this message with your confirmation and I can process your request. Adobe Systems Europe Page 10 of 10
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