Where in the World
The file storage system where Customer-related documents including Success Criteria Worksheets, proposals, and contracts are saved.
What is Dropbox.
A potential sales opportunity and all of its important details are captured in this object.
What is an Opportunity.
Prospects sync to Salesforce as Leads from this system after a user is assigned.
What is Pardot.
When a signed contract is received, this person updates the Opportunity status to “Closed-Won.”
Who is the VP of Sales.
“Forecast5 already gives me all the information I need!” she exclaimed.
Who is the CFO.
Utilize the different “views” within this tool to see your personal conference schedule.
What is Airtable.
We indirectly interact with this Object through its child Objects: Tasks & Events.
What is an Activity.
When a Lead is qualified and converted, the Account associated with the Contact is designated as this Account type.
What is Prospect.
This person is on the lookout for bid solicitations for budget management software and services.
Who is the Sales Marketing Operations Manager.
“I don’t want principals to have insight or control over the budget,” he stated.
Who is the Superintendent.
Email templates for scenarios like lead follow-up, sales close, and renewal are housed within this integration.
What is Salesforce Inbox.
These are added to Opportunities based on the proposal and are tied to the price book in Salesforce.
What are Products.
When Products are added to an Opportunity, these two currency fields are populated.
What are the 1st Year Revenue and Total Contract Value (TCV) fields.
When a district is interested in a new service during month 11 of a contract, this role manages the upsell.
Who is the District Partner.
“I can get the same reports out of our ERP,” she insisted.
Who is the CFO.
An Opportunity can advance to the Negotiation stage after a Mutually Agreed Plan (MAP) has been created, found within this document.
What is the Success Criteria Worksheet.
When a Lead is marked as qualified and converted, the Lead object ceases to exist and key fields are mapped to this type of Object.
What is a Contact.
If student enrollment on an Account is entered as 14,500, this classification is populated in the Implementation Tier field.
What is Advantage.
These people are most likely to know what “BANT” stands for.
Who are Business Development Specialists.
“Our district is too small to benefit from Balance,” he asserted.
Who is the Superintendent.
Sales team member dashboards and other sales intelligence derived from Salesforce live within this business intelligence platform.
What is Insight Squared.
These are added to an Account for each product and service purchased after a sale is closed.
What are Assets.
When Inbox integration is used to log an email, a Task (subtype Email) is created in Salesforce and automatically set to this status.
What is closed.
This person is the source of answers for questions on taxes/your paycheck x commission.
Who is the Finance Operations Manager (David).
“Balance will take too much effort to implement with our firewall and LDAP,” they assumed.
What is the IT department.