Processes
The best way to contact Revops when questions, issues, or feature requests come up
What is #revops-requests
What is the first stage in an account's lifespan with us?
what is Prospect
The proper name of the person requesting the ticket
"Requester"
Customer notes and activities are stored here
What is the Timeline
SMB Win Target (Commercial + Film) for November 2022
What is 150 Wins?
This field needs to be changed to "Yes" to route a Cross-Sell to Payroll from Insurance.
What is Referred to Payroll?
What are the names of our opportunity record types?
Payroll and Insurance
The proper (Zendesk) name of the person working the ticket
Information about an individual company can be found by navigating to this page
What is the C360?
What is the MM win Target for November 2022?
What is 10 wins?
** Double points if you know the breakdown for
<5M Accts
5-10M Accts
10M+ Accts
If a customer reaches out to you about processing payroll, but doesn't have an AE assigned, who do you reach out to?
Who is Tanner
Which field sets the Opportunity Amount for Insurance?
Our normal (not F2F) phone support schedule
8-8 PST
Name for the grouping of metrics that determines customer health
What is the Scorecard?
% of tickets we try to close in < 12 hrs
80%
Who do you reach out to if you have a referral for Sales and you work in Support or Success?
Who is Jacob
Can you create and edit Zendesk tickets in SFDC?
Yes- Under the Zendesk tab on accounts
Templated response or series of actions applied to a ticket
what is a Macro
This female name doubles as the name for Slack's integration with Gainsight
Who is Sally?
SMBs won in 2022 vs 2021?
826
Changing an Opportunity to this stage is what triggers CSM assignment
What is P4. Signed?
How do you handling a lead that matches a contact on an account with an open opportunity?
1. Convert lead to "Convert to Contact Only"
2. Match Account to existing SF Account
3. Match Contact to existing SF Contact
4. Match Oppty to existing Oppty
The primary channel tickets are created from today?
what is Email?
A pre-determined set of tasks on a CTA
MM increase in wins from 2022-2021
115