SFDC & SL Ops
Campaign & Lead Source for Marketplace Passive opportunities
What is
Campaign = MarketPlace Passive List
Lead Source = CDR Identified
Task list for inbound Marketplace requests
What is My Marketplace Requests?
Advanced reports or tools that Placer has built and can be added to a customer’s Placer account.
What are Applications?
Dashboard used to see specific users & reports being pulled by customers
What is Customer Product Usage?
Two types of expansion potential tasks CDR will receive
What is Expansion Potential - New Biz & Expansion Potential - Non New Biz?
Cadence used to re-engage POCs of an account that have been unresponsive/ haven’t had an opportunity to connect with their Growth AE
What is CDR - Re-engage POC?
Task list for Closed Lost opportunities to re-engage (set by AEs when they C/L an opp)
What is My Re-engagement Tasks?
Options for utilizing Placer’s data off-platform
What are Feeds?
Dashboard used to pull lists of Closed Lost opportunities
What is Expansion Dashboard?
Task list that indicates expansion opportunities identified by other departments (CS, SE, etc)
What is Expansion Potential - Non New Biz?
Cadence used for Site Selection requests from Commercial CS accounts that are CRE
What is CDR - Commercial CRE Site Selection Marketplace Inbound?
Two types of CDR Engagement requests that can be submitted
What are At Risk & Multithreading?
Consulting options that Placer offers through our Placer Partnership Program (PPP) from external consultants.
What are Services?
Dashboard used to see all inbound requests for Marketplace
What is Marketplace Engagement Dashboard?
First step when receiving a new Expansion Potential - New Biz task
What is adjust due date on the task to match the Expansion Timeframe indicated in the “Comments” section of the task?
Expansion categories: Contract Update, Services, Inflation Expansion or Contracted Expansion
What are expansion categories that should never be used by CDR?
Cadence that should be used for a CDR Engagement Request that is At Risk - Re-engage POC
What is CDR - Re-engage POC?
Feature that CANNOT be sold to Finance
What is Retail Sales?
Dashboard used by CDR to curate outbound target lists for Marketplace products
What is Greenspace Reporting?
Cadence used for Expansion Potential - Non New Biz tasks that are viable for CDR to pursue
What is CDR - CS/ SE Expansion Task Follow Up?
Template used for inbound requests for Snowflake if the account does NOT have a feed already
What is CDR - Snowflake Requests?
Frequency that Expansion Potential - New Biz & Non-New Biz task lists should be checked
What is weekly?
Feature that is Upsell ONLY for Finance & Consulting customers
What is Chain Reports Expanded?
Dashboard used to uncover which Marketplace products are most heavily utilized per vertical & segment.
What is Marketplace Reporting?
Cadence used for viable Expansion Potential - New Biz tasks for features
What is “CDR - Outbound - Feature Name (VERTICAL)”?