Raising Capital
An EE wants Endeavor's assistance raising capital. How should they go about kicking off that project?
What is: submitting a capital raise form on Open
An EE wants Endeavor's help expanding into a new market. How should they go about kicking off that project?
What is: Submitting an Access to Markets form through Open?
Who is managing the Talent program at Endeavor Global?
Who is: Jimena Sanchez
What is the most traditional way to keep track of mentoring meetings?
What is: logging meeting records
Where is the largest portion of the annual EE survey data stored?
What is: Entrepreneur Metrics
Where do I find the fundraising information for my company's capital raise?
Whose responsibility is it to log Market Expansion meetings in Salesforce?
What is: The EE's local account manager
Remember to link them to the Project by completing the "Related Project" field
Where is the best way to identify Talent programs, deadlines, and dates.
What is: The Talent page on Open
How can you identify the last time an EE received mentoring?
What is: Checking the "Meetings" related list on Open from their account record
OR
Running a report filtered to show mentoring meetings
Where do we log information relating to "Sells to X", "Buys from X", "Distributes through X"
What is: Partnerships
How do I link Investor Introduction meetings to my company's Capital Raise project?
What is: By entering a Project into the "Related Project" lookup field on the Meeting record.
What has to happen in Salesforce when the receiving market lead responds to the entrepreneurs form.
Update the Market Expansion project to "Scheduling kick off call"
Where would you go to find out if your EE was registered for an Executive Education program?
What is: Check their Campaign Member status through the Campaign or from their Contact record.
-You can quickly jump to the campaign from the event hyperlinks on the home page.
Where do you identify what an EEs priorities/challenges are for the year in order to recommend appropriate mentorship for them?
What is: Entrepreneur Priorities
Also through the Administer tab on Open in the staff dashboard.
How can you find out if a company increased their revenue from 2018 - 2019?
What is: Run a report looking at Entrepreneur Metrics and compare the Direct Sales and Indirect Sales fields from this year to last year.
Can use a Custom Formula Summary
Where can I find out which Investors have invested in my company?
What is: The Investment object
It shows up as "Investments Outcomes" on the Project related list, and "Investments" on the Account and Contact related list.
How is a Market Expansion Lead identified in Salesforce?
What is: The "Cross Border Contact" field on the Endeavor Office Account Record.
This also updates them on the Endeavor Office Project page on Open.
How could I identify my companys participation in EY Ripple?
What is: It is logged as a Partner service project, so I could check the Projects related list from my company's account record.
How would you log a specific challenge such as "HR Org Culture" that you are working on with an EE?
What is: Projects with a "Challenge" record type
If an EE completed the questions "In 2018, how did you promote entrepreneurship in your country?" where would you find that data?
What is: The Entrepreneur Impact object
Which object populates the "Investors we know" section on Open?
What is: Investment Thesis
Why can staff not complete a Market Expansion Form on behalf of their EE?
What is: The process that triggers the project to be correctly including notifying the correct people depends on the Account of the entrepreneur.
Name 4 Talent programs are logged as Projects?
What is: MBA Fellowship, EY Ripples, Bain, MIT G-Lab, HBS Field, UM Ross MAP
Anything that is not an Executive Education program.
How do we calculate "Time Received" in hours for an Entrepreneur?
What is: By using a custom summary formula in reports to summarize the "Time Spent in Minutes" and dividing it by 60 for meetings where the EE has a Role of "Received"
How could you identify the average salaries of key employees of EEs in your network?
What is: Run a report with a report type that includes Critical Roles