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Remove Revops responsibilities (#16178)
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Sam Pfluger
GitHub
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commit
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2 changed files with 26 additions and 26 deletions
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@ -54,32 +54,6 @@ As soon as an offer is accepted, Fleet provides laptops and YubiKey security key
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> A 3-year AppleCare+ Protection Plan (APP) should be considered default for Apple computers >$1500. Base MacBook Airs, Mac minis, etc. do not need APP unless configured beyond the $1500 price point. APP provides 24/7 support, and global repair coverage in case of accidental screen damage or liquid spill, and battery service.
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### Grant role-specific license to a team member
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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 day 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:
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| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_ |
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|:-----------------|:---|:---|:----|:---|:---|
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| 🐋 AE | ✅ | ✅ | ✅ | ✅ | ✅
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| 🐋 CSM | ✅ | ✅ | ❌ | ✅ | ✅
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| 🐋 SC | ✅ | ✅ | ❌ | ❌ | ✅
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| 🫧 SDR | ✅ | ✅ | ✅ | ❌ | ❌
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| ⚗️ PM | ❌ | ❌ | ❌ | ✅ | ✅
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| ⚗️ PD | ❌ | ❌ | ❌ | ✅ | ✅
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| 🔦 CEO | ✅ | ✅ | ✅ | ✅ | ✅
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| Other roles | ❌ | ❌ | ❌ | ❌ | ❌
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> **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.
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### Add a seat to Salesforce
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Here are the steps we take to grant appropriate Salesforce licenses to a new hire:
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- Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome).
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- View contracts -> pick current contract.
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- Add the desired number of licenses.
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- Sign DocuSign sent to the email.
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- The order will be processed in ~30m.
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- 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.
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- 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.
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### Process an email from a state agency
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From time to time, you may get notices via email (or in the mail) from state agencies regarding Fleet's withholding and/or unemployment tax accounts. You can resolve some of these notices on your own by verifying and/or updating the settings in your Gusto account.
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@ -161,6 +161,32 @@ To close a deal with a new customer (non-self-service), create and complete a Gi
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### Change customer credit card number
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You can help a Premium license dispenser customers change their credit card by directing them to their [account dashboard](https://fleetdm.com/customers/dashboard). On that page, the customer can update their billing card by clicking the pencil icon next to their billing information.
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### Grant role-specific license to a team member (RevOps)
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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 day 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:
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| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_ |
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|:-----------------|:---|:---|:----|:---|:---|
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| 🐋 AE | ✅ | ✅ | ✅ | ✅ | ✅
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| 🐋 CSM | ✅ | ✅ | ❌ | ✅ | ✅
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| 🐋 SC | ✅ | ✅ | ❌ | ❌ | ✅
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| 🫧 SDR | ✅ | ✅ | ✅ | ❌ | ❌
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| ⚗️ PM | ❌ | ❌ | ❌ | ✅ | ✅
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| ⚗️ PD | ❌ | ❌ | ❌ | ✅ | ✅
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| 🔦 CEO | ✅ | ✅ | ✅ | ✅ | ✅
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| Other roles | ❌ | ❌ | ❌ | ❌ | ❌
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> **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.
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### Add a seat to Salesforce
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Here are the steps we take to grant appropriate Salesforce licenses to a new hire:
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- Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome).
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- View contracts -> pick current contract.
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- Add the desired number of licenses.
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- Sign DocuSign sent to the email.
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- The order will be processed in ~30m.
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- 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.
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- 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.
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## Rituals
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<rituals :rituals="rituals['handbook/customers/sales.rituals.yml']"></rituals>
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