Words and Phrases
What is OD and RD
Open Data and Relational Data
What is an CA?
A Commercial Agreement. The main contract between Emarsys and the Customer.
Waiving Overage
RVP and GVP
Which of these opps does DD not review?
- SaasPackageAdvanced/ACont/18/Gibson
- Serv/Acushnet
- SAP_CX/305000125/AIC+Omni/1m/DTE
- SAP/Mobile+SMS+AIC+DEV/2m/ADP
SAP_CX/305000125/AIC+Omni/1m/DTE
"Top up of SMS message pool for Covetrus. $20,000 in messages. Start date in April"
What do you do?
2. Download the signed CA for SF
What is 419 pricing?
The pricing model that was launched in April of 2019. This is a al a carte model
What is an SO?
Service Order. A way to upsell or cross-sell
Downgrading payment terms and billing terms
RVP Finance Director on behalf of the CFO
When is the first invoice date for an standalone SOW or an SOW tied to an SO?
In the month they signed
"Mizuno’s last MSA was from 2022. Working on renewal, requesting updated MSA to send with proposals for review."
What do you do?
1. Ask sales for expected ARR and expected contract length
2. Once you have that send to legal for approval
What is SAP Pricing?
What is an SOW?
Statement of Work. How to contract with the Emarsys Services team
Discouting AAP
GVP CS and CSO
The following Renewal Opp was submitted. What is missing?
- Calc
- Discount Approval
- Customer signed Contract
Countersigned Contract by Emarsys
"Count and Alert Node recurring tech (custom solution) and implementation. Start date May 1, 2025. Services scoping still WIP and will be complete early next week."
What do you do?
1. Wait for services to finalize the SOW
2. Ask what pricing tier they will be in per the cupp page
3. Draft a Custom Solution SO
What is a GAM?
Global Approvals Matrix
What is an Addendum?
A type of contract that allows you to modify already signed agreements
Development Account Trial
RVP and Head of Deal Desk
Someone submits an opp with Contract start date of August in November. What do you do?
Reject the opp and get the contract updated and re-signed
"Hi Team,
Requesting your assistance with reviewing the paperwork for the tech and the implementation portions to enable the MAX AI package for the customer - Retail Apparel Group on a trial basis for the first 6 months. "
What do you do?
1. Check to see if Michael has approved a Max AI Trial
2. Ask a DDA to get pricing for the upgrade
3. See if services has approved the SOW
What is overage?
When a customer has used over the contracted allowance
What is the difference between a CA/MSA and OF/GTC?
CA/MSA are used for Emarsys paper customers where as OF/GTCs are used for SAP paper Customers
Termination for Convenience Clause
RVP, COO, and CFO
The following opp was submitted on 419 pricing but the pricing model it SAP pricing. What do you do?
Reject the opp and have them tag in Commercial Ops to fix the error
"2+4 year contract with termination for convenience clause after Year 2
Variable volumes for each year with escalating price
SAP customer with DPA and GTC in place, Emarsys contract to point to these docs and not new ones"
What do you do first?
1. Tell sales we don't allow Termination for Convenience Clauses
2. We will begin contracting once pricing is approved
3. We will need to get exceptional approval from Legal to reference GTCs and ask for the signed Cloud Order Form