diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 491da34684..5ce2c08b2c 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -108,6 +108,34 @@ For Fleet's US contractors, running payroll is a manual process: - Adjust time frame to match current payroll period (the 27th through 26th of the month) - Sync hours and run contractor payroll. + +### Grant role-specific license to a team member (RevOps) +Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first dayΒ with the company. Gong licenses that other departments need may [request them from BizOps](https://fleetdm.com/handbook/business-operations#contact-us) and we will make sure there is no license redundancy in that department. The table below can be used to determine which paid licenses they will need, based on their role: + +| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_| +|:-----------------|:---|:---|:----|:---|:---| +| πŸ‹ AE | βœ… | βœ… | βœ… | βœ… | βœ… +| πŸ‹ CSM | βœ… | βœ… | ❌ | βœ… | βœ… +| πŸ‹ SC | βœ… | βœ… | ❌ | ❌ | βœ… +| βš—οΈ PM | ❌ | ❌ | ❌ | βœ… | βœ… +| βš—οΈ PD | ❌ | ❌ | ❌ | βœ… | βœ… +| πŸ”¦ CEO | βœ… | βœ… | βœ… | βœ… | βœ… +| Other roles | ❌ | ❌ | ❌ | ❌ | ❌ + +> **Warning:** Do NOT buy LinkedIn Recruiter. AEs and SDRs should use their personal Brex card to purchase the monthly [Core Sales Navigator](https://business.linkedin.com/sales-solutions/compare-plans) plan. Fleet does not use a company wide Sales Navigator account. The goal of Sales Navigator is to access to profile views and data, not InMail. Fleet does not send InMail. + + +### Add a seat to Salesforce +Here are the steps we take to grant appropriate Salesforce licenses to a new hire: +- Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome). +- View contracts -> pick current contract. +- Add the desired number of licenses. +- Sign DocuSign sent to the email. +- The order will be processed in ~30m. +- Once the basic license has been added, you can create a new user using the new team member's `@fleetdm.com` email and assign a license to it. +- To also assign a user an "Inbox license", go to the ["Setup" page](https://fleetdm.lightning.force.com/lightning/setup/SetupOneHome/home) and select "User > Permission sets". Find the [inbox permission set](https://fleetdm.lightning.force.com/lightning/setup/PermSets/page?address=%2F005%3Fid%3D0PS4x000002uUn2%26isUserEntityOverride%3D1%26SetupNode%3DPermSets%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Ffleetdm.lightning.force.com%26clc%3D1) and assign it to the new team member. + + ### Run US commission payroll - Update [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit) with new revenue from any deals that are closed/won (have a subscription agreement signed by both parties) and have an **effective start date** within the previous month. - Find detailed notes on this process in [Notes - Run commission payroll in Gusto](https://docs.google.com/document/d/1FQLpGxvHPW6X801HYYLPs5y8o943mmasQD3m9k_c0so/edit#). diff --git a/handbook/business-operations/business-operations.rituals.yml b/handbook/business-operations/business-operations.rituals.yml index 3be2ee4b68..e5f2c58c76 100644 --- a/handbook/business-operations/business-operations.rituals.yml +++ b/handbook/business-operations/business-operations.rituals.yml @@ -42,6 +42,16 @@ autoIssue: labels: [ "#g-business-operations" ] repo: "confidential" +- + task: "Revenue report" # TODO tie this to a responsibility + startedOn: "2024-02-12" + frequency: "Weekly" + description: "At the start of every week, check the Salesforce reports for past due invoices, non-invoiced opportunities, and past due renewals. Report any findings to in the `#g-sales` channel by mentioning Alex Mitchell and Mike McNeil." + moreInfoUrl: + dri: "jostableford" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" - task: "AP invoice monitoring" # TODO tie this to a responsibility startedOn: "2024-04-01" diff --git a/handbook/digital-experience/README.md b/handbook/digital-experience/README.md index e8d0626b78..362735ede7 100644 --- a/handbook/digital-experience/README.md +++ b/handbook/digital-experience/README.md @@ -152,33 +152,6 @@ If the action fails, please complete the following steps: 3. Head to the fleetdm/fleet GitHub repository and re-run the Deploy Fleet Website action. -### Grant role-specific license to a team member (RevOps) -Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first dayΒ with the company. Gong licenses that other departments need may [request them from BizOps](https://fleetdm.com/handbook/business-operations#contact-us) and we will make sure there is no license redundancy in that department. The table below can be used to determine which paid licenses they will need, based on their role: - -| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_| -|:-----------------|:---|:---|:----|:---|:---| -| πŸ‹ AE | βœ… | βœ… | βœ… | βœ… | βœ… -| πŸ‹ CSM | βœ… | βœ… | ❌ | βœ… | βœ… -| πŸ‹ SC | βœ… | βœ… | ❌ | ❌ | βœ… -| βš—οΈ PM | ❌ | ❌ | ❌ | βœ… | βœ… -| βš—οΈ PD | ❌ | ❌ | ❌ | βœ… | βœ… -| πŸ”¦ CEO | βœ… | βœ… | βœ… | βœ… | βœ… -| Other roles | ❌ | ❌ | ❌ | ❌ | ❌ - -> **Warning:** Do NOT buy LinkedIn Recruiter. AEs and SDRs should use their personal Brex card to purchase the monthly [Core Sales Navigator](https://business.linkedin.com/sales-solutions/compare-plans) plan. Fleet does not use a company wide Sales Navigator account. The goal of Sales Navigator is to access to profile views and data, not InMail. Fleet does not send InMail. - - -### Add a seat to Salesforce -Here are the steps we take to grant appropriate Salesforce licenses to a new hire: -- Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome). -- View contracts -> pick current contract. -- Add the desired number of licenses. -- Sign DocuSign sent to the email. -- The order will be processed in ~30m. -- Once the basic license has been added, you can create a new user using the new team member's `@fleetdm.com` email and assign a license to it. -- To also assign a user an "Inbox license", go to the ["Setup" page](https://fleetdm.lightning.force.com/lightning/setup/SetupOneHome/home) and select "User > Permission sets". Find the [inbox permission set](https://fleetdm.lightning.force.com/lightning/setup/PermSets/page?address=%2F005%3Fid%3D0PS4x000002uUn2%26isUserEntityOverride%3D1%26SetupNode%3DPermSets%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Ffleetdm.lightning.force.com%26clc%3D1) and assign it to the new team member. - - ### Refresh event calendar Fleet's public relations firm is directly responsible for the accuracy of event locations, attendance dates, and CFP deadlines in the event strategy workbook. At the end of every quarter, the PR firm updates every event in the ["Event strategy workbook"](https://docs.google.com/spreadsheets/d/1YQXAX2Q_WnGkAwMYjMbQpV3nbCj7gOBbv7Y0u4twxzQ/edit) (private Google doc) by following these steps: 1. Visit the latest website for each event. diff --git a/handbook/digital-experience/digital-experience.rituals.yml b/handbook/digital-experience/digital-experience.rituals.yml index 75e4244d02..fbb34ae2c2 100644 --- a/handbook/digital-experience/digital-experience.rituals.yml +++ b/handbook/digital-experience/digital-experience.rituals.yml @@ -48,16 +48,6 @@ description: "Prepare the CEO office minutes calendar event and meeting agenda" moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#prepare-for-ceo-office-minutes" dri: "sampfluger88" -- - task: "Revenue report" # TODO tie this to a responsibility - startedOn: "2024-02-12" - frequency: "Weekly" - description: "At the start of every week, check the Salesforce reports for past due invoices, non-invoiced opportunities, and past due renewals. Report any findings to in the `#g-sales` channel by mentioning Alex Mitchell and Mike McNeil." - moreInfoUrl: - dri: "hughestaylor" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: "confidential" - task: "Refresh event calendar" startedOn: "2023-12-31"