Accounts
Where can you find a Customer's Team ID?
On the Account Details page in the Team ID field or Chargebee ID field (remove "team_")
Where do the "You've been assigned a new Lead!" emails come from? (Hint: it's not from Gabrielle!)
Automation from the Ringlead Round Robin Assignment process which sends an email to the existing/newly assigned Lead/Contact Owner.
What must a customer do before SalesOps is able to create their new Parsec Team?
Customer must sign up for an individual Parsec account with the email they're using for Team Owner Email.
Where should the Sales Team submit requests to the SalesOps team and why?
In the Sales-Ops-Requests channel, because DMs get lost/overlooked and we need to keep a record of all incoming requests.
What field is Team ID on the Account pulled from?
Chargebee ID, which comes from directly from the Chargebee Integration.
From what 3 fields is TAM populated?
From the LinkedIn Persona employee count fields for Art & Design, QA, and Engineering.
What criteria excludes a Lead from being imported from Hubspot into Salesforce?
Email Domain (personal email addresses are excluded, Ex: gmail, yahoo, school emails, throwaway emails)
Where can I find my Customer's renewal date?
In the CB Current Term End field on the Account (under the Chargebee Details section)
What is the #1 thing to include in all emails/requests for information requests or changes to an Account?
Team ID or link to Account in Salesforce.
How can you override the # in Total Addressable Market (TAM) field?
Either enter the number in the TAM (Manual) field or edit the employee counts in the LinkedIn Employee Count fields.
In what two places can you find the product to which a customer is subscribed?
CB Product on the Account Details page or on the CB Subscription attached to the Account.
What are the two ways can I connect a Lead to an Account?
1. Convert the Lead and select the Account you'd like to connect to on the Conversion page.
2. Edit the Account field on the Lead and select the Account you'd like to connect to.
Why wouldn't a Team ID populate on an Account you know is Active?
There is no CB Subscription attached OR the Account has duplicates that need to be merged.
Where can the Sales team go to find whether a customer has created a Parsec account prior to submitting a Sales Order?
User Connections in Retool.
What 3 things does the RingLead platform do?
1. Deduplicate Account, Contacts, and Leads
2. Normalize Data on all object (except Opportunities)
3. Route new/updated Leads & Contacts via Round Robin
How do you connect a Child Account to a Parent Account?
Edit the Parent Account field on the Account Details page.
Why would a Lead with a personal Email Domain be imported into Salesforce? (2 possible)
They have a Hand Raise Score of 2+ or they have filled out/submitted any Contact Form.
How can I move a CB Invoice/Subscription to a different Account if it's connected to the wrong one?
Go to the CB Invoice/Subscription linked to the (wrong) Account and edit the Account field. Select the correct Account Name and Save.
What is required for SalesOps to complete a Seat Transfer request?
1. Team ID for Accounts giving/receiving seats
2. Amount of seats to transfer
3. Unit price (specify whether price is same or different from Account giving seats)
4. Whether seats transferred should be co-termed
What 4 kinds of Leads are included in the Round Robin assignment process?
1. Sales Contact Form Leads
2. Enterprise Upgrade Leads
3. Hand Raise Leads
4. Consumer App Leads
What 2 things would exclude a duplicate Account from being merged by SalesOps?
1. 2+ of the duplicate Accounts have a Team ID
2. Things like Address, Phone Number, or Account Name do not match.
Name any 2 out of 3 actions a prospect can take that qualify as a "Hand Raise Score."
1. Filled out any Case Study, Webinar, Video, White Paper Form
2. Viewed any page on the Parsec website (excluding forgot password)
3. Filled out Sales Contact or Enterprise Upgrade Form
4. Filled out Learn More About Parsec for Teams
5. Clicked any version of the CTA (Download One Sheet, Watch the Video)
6. Completed the Self Serve Funnel: Submit Step 2
How can I tell if an Opportunity was created by Chargebee? (4 possible)
1. It has "(Chargebee)" appended to the Opportunity Name.
2. The Created By Chargebee checkbox is checked.
3. The Created By field at the bottom has "SalesOps" name as the Opportunity Creator.
4. Lead Source says "*Chargebee Only*"
What 5 things are required by SalesOps to process a Sales Order?
1. Company Name or Team ID
2. Product and Seat Count
3. Price per User
4. Billing Address (State, Zip, Country)
5. Billing Email
How is Account Type updated?
Via automate Flow which takes into account Chargebee Status upon creation or update or manually by editing the Account field.