From b353c46a0b20bf4a689a7b94230679e3bd7210cf Mon Sep 17 00:00:00 2001 From: Alex Mitchell <105945793+alexmitchelliii@users.noreply.github.com> Date: Wed, 4 Sep 2024 15:27:32 -0500 Subject: [PATCH] Update README.md (#19379) Added Opportunity pipeline review details # Checklist for submitter If some of the following don't apply, delete the relevant line. - [ ] Changes file added for user-visible changes in `changes/`, `orbit/changes/` or `ee/fleetd-chrome/changes`. See [Changes files](https://fleetdm.com/docs/contributing/committing-changes#changes-files) for more information. - [ ] Input data is properly validated, `SELECT *` is avoided, SQL injection is prevented (using placeholders for values in statements) - [ ] Added support on fleet's osquery simulator `cmd/osquery-perf` for new osquery data ingestion features. - [ ] Added/updated tests - [ ] If database migrations are included, checked table schema to confirm autoupdate - For database migrations: - [ ] Checked schema for all modified table for columns that will auto-update timestamps during migration. - [ ] Confirmed that updating the timestamps is acceptable, and will not cause unwanted side effects. - [ ] Ensured the correct collation is explicitly set for character columns (`COLLATE utf8mb4_unicode_ci`). - [ ] Manual QA for all new/changed functionality - For Orbit and Fleet Desktop changes: - [ ] Manual QA must be performed in the three main OSs, macOS, Windows and Linux. - [ ] Auto-update manual QA, from released version of component to new version (see [tools/tuf/test](../tools/tuf/test/README.md)). --------- Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> --- handbook/sales/README.md | 13 ++++++++++++- 1 file changed, 12 insertions(+), 1 deletion(-) diff --git a/handbook/sales/README.md b/handbook/sales/README.md index ee416ab8da..9ac00be755 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -59,10 +59,21 @@ Provide remittance information to customers by exporting ["💸 Paying Fleet"](h Following up with people interested in Fleet is an important part of finding out whether or not they'd like to continue the process of buying the product. It is also very important not to be annoying. At Fleet, team members follow up with people, but not too often. To help coach reps and avoid being annoying to Fleet users, Fleet reviews rep activity on a regular basis following these steps: -1. In Salesforce, visit the activity report on your dashboard. (TODO: taylor will replace this and/or link it) +1. In Salesforce, visit the activity report on your dashboard. 2. For each rep, review recent activity from the last 30 days across all of that rep's accounts. 3. If outreach is too frequent or doesn't fit the company's strategy, then set up a 30 minute coaching session to discuss with the rep. +Every week, AEs will review the status of all qualified opportunities with leadership in an opportunity pipeline review meeting. For this meeting, reps will: +1. Update the following information in Salesforce for every opp: + - Contacts (and Roles) + - Amount + - Close date + - Stage + - Next steps +2. Make sure all contacts have been sent a connection request from Mike McNeil. +3. Identify and discuss where gaps are in [MEDDPICC](https://handbook.gitlab.com/handbook/sales/meddppicc/). +4. Relay how many meetings they had with attendees from both IT and security this week. + ### Validate Salesforce data (RevOps)