From 0595485f651bf3138d51fd4e6d766a6e590ea399 Mon Sep 17 00:00:00 2001 From: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> Date: Fri, 21 Feb 2025 18:53:37 -0600 Subject: [PATCH] Add Communicate marketing priority level (#26547) --- handbook/sales/README.md | 10 ++++++++++ 1 file changed, 10 insertions(+) diff --git a/handbook/sales/README.md b/handbook/sales/README.md index a3f241d748..e52fd31379 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -25,6 +25,16 @@ This handbook page details processes specific to working [with](#contact-us) and The Sales department is directly responsible for attaining the revenue goals of Fleet and helping to deliver upon our customers' objectives. +### Communicate marketing priority level + +All GTM stakeholders are responsible for communicating when a new or existing prospect is actively intriged. AEs, ADRs, and operations team members use multiple tools and [CRM reports](https://fleetdm.lightning.force.com/lightning/o/Report/home?queryScope=mru) to collect this data. Once you've identified an account as active, use the following steps to add an account to the "[🆘 Marketing priority list](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000002MuC52AK/view?queryScope=userFolders)": +1. Find the account in Salesforce. +2. Click the "🕹ī¸ GTM actions" tab. +3. Set the account's "Marketing stage" to indicate the desired next step to move this account forward. +4. Set the account's "Marketing priority level" to indicate how time-sensitive the next step is. +5. Add any necessary context to the "Marketing priority context" field to help guide the ADR as they review the account (e.g. "Research for MDM expansion"). + + ### Set up a Fleet trial You can set up a Fleet Managed Cloud environment for a prospect with >300 hosts, or you can help them generate a trial license key to configure on their own self-managed Fleet server.