May the Salesforce Be With You
What is Subscription Type?
The term length of a 12 month contract with a 3 month trial.
What is 15 months?
This system captures, understands and delivers critical insight into our sales demos.
What is Gong?
The person who owns all projects affecting Salesforce.
Who is Callie D'Ambrisi?
The 5 Subscription Types.
What is Net New Client, Upsell, Expansion, Recontract, and Stand Alone?
The way to assign Signer 1 on your contracts.
What is Contact Role?
This system allows for free international calling and records all phone calls made within Two Party Consent States.
What is Truly?
The person that owns projects surrounding contract generation.
Who is Liz Burton?
What is Client Legal Entity?
What is Market is outside of the US & Payment Frequency > Monthly
This system connects Gmail to Salesforce and automatically records activity history.
What is Groove?
The other department that reports into Jess.
What is Partnership?
The place(s) in Salesforce to attach your contracts.
What is Opportunity and Parent Account?
(P.S. DocuSign does this automatically for you.)
The way to remove auto-renew from your contract.
What is Custom Request?
The systems that our SDR utilize for lead sourcing.
What is Outreach and ZoomInfo?
The person who maintains data accuracy and corrections in Salesforce.
Who is Melanie Bott?
The way to submit a BBOT Migration request to Rev Ops.
What is Rev Op Cases?
DOUBLE JEOPARDY
What is void the contract in DocuSign, delete the contract from attachments in Salesforce, then re-start the contract generation steps (Prepare, Create, and Send)?
This system acts as our Revenue Operations ticketing center.
What is JIRA?
The name of our Salesforce Architect.
What is Richard Grant?