EPM General Knowledge
What is the difference between our Business plan and Enterprise plan
There is no difference featurewise
_____ is a technical requirement for anyone using Device Trust Core, so they'll need to be sold together.
EPM
What is the minimum number of managed identities a customer must purchase to use SM?
100
If a client has their renewal in July and they want to add licenses now, what do you do?
Early renewal upsell
A customer is looking to ensure managed & unmanaged devices are registered & compliant before they access work apps. They are also using Okta. Would they benefit from Core or Connect?
Device Trust Connect
What is the minimum number of licenses a client can purchase on the Business plan
No minimum/1
What is the price for Device Trust Connect and Device Trust Core per user?
Connect: $132/user/year
Core: $84/user/year
Competition! Name one competitor of SaaS Manager
Torii, Zylo, Zluri, Lumos, Bettercloud
If a client says they don't need EPM and only want Device Trust, what do you do? And what should the client be aware of?
Sell them the Device Trust Connect SKU. They should be aware that they will not have the Extended Device Compliance feature enabled
What are the 3 must-have integrations for a client to be a good fit for SM
IDP, HRIS, finance tool
Which report shows actions taken by an individual in a vault
Usage Report
What is the minimum number of licenses required to purchase DT
No minimum/1
When a partner or reseller is involved in a SM deal, can they request a trial on behalf of the customer?
No, the customer must request the trial
The customer can then invite the partner to their account. This is because each trial is tied to a single customer domain, and multiple customers cannot be managed under one instance
If your EPM customer is paying by Stripe/Rippling and they do not want combine SM or Kolide into one contract what do we recommend doing?
We recommend creating a separate account to sell SM or DT Connect as a standalone product. Please create a Revenue Operations Case for Deal Desk/Quote and include the contact information from the account, we will create the separate Salesforce account for you
Name 4 out of the 8 IdP's that EPM integrates with for SSO
1. Auth0
2. DUO
3. Google Workspace
4. Jumpcloud
5. Entra ID
6. Okta
7. OneLogin
8. Ping
True or false
If you have an Individual account, you can directly upgrade to a Business account
Device Trust Core & Connect have ___+ pre-built health checks (number)
100+
Name 4 out of the 6 solutions SM offers
1. Discovery & Shadow IT
2. Spend Optimization
3. Contracts & Renewals
4. Automation and SaaS Ops
5. Employee on/off boarding
6. Access Management
Can customers on legacy Teams standard or early adopter plans purchase Device Trust or SM on their account?
No, they must upgrade to the Business plan
A customer is looking to ensure managed devices are compliant before they access work apps AND does not have an IdP. Would they be a best fit for Core or Connect?
Device Trust Core
What is the minimum purchase limit required for EPM customers to qualify for live onboarding
$10k ARR
Device Trust Core is designed to secure both ____ and _____ web apps
SSO & Non-SSO
Device Trust Core enforces device compliance checks via the 1Password browser extension.
What is the minimum purchase limit required for DT customers to qualify for onboarding
"We already utilize an MDM, we don't need Device Trust". What are 2 major features DT offers that MDM's do not?
1. Real-time device health checks
2. Ensure device is registered to known user
3. Supports reaching compliance with a great user experience. Reach 100% compliance across managed and unmanaged devices in days
4. Privacy protection
5. Linux compatibility
6. User self-remediation & education
7. Managed and unmanaged devices
Name 2 out of the 3 industries that may not be a good fit for Trelica
Government, Banks, Transportation