CPQ
Where should you go first for CPQ questions?
CPQ Job Aid document
Where do the MEDDPICC fields live in Salesforce?
On the Opportunity Record
What is the new call recording feature in Outreach?
Kaia
Where can you see the current status of your contract?
DocuSign status on the Opportunity Record
Where can you find previous Enablement recording sessions?
Sales Executive Hub
How many months are required for a contract term?
12
Where can you see Approval Status for Contracts?
On Quote Record that lives on the Opportunity under Approval History
What can you create to have an action item separate from a sequence?
Urgent Task
Prior to signature, what is the default expiration?
120 Days
To find information on Personas and Positioning, where should you go?
Go to Market Hub
Contract Start Dates should never equal...?
Course Start Dates
How often should you update your forecasts in Salesforce?
Once per week on Fridays
BLANK are small pieces of text or an image used to help craft and personalize emails quickly to speed up a workflow
Snippets
Where can you customize expiration?
Settings - Expire Envelope
Where can you find Product Roadmap and Product News?
Product Updates Center
If a quote has been approved and you need to make an edit, what do you need to do?
Create or Clone New Quote
Where can you find Salesforce updates from RevOps?
Salesforce Change Log Document (will also accept sometimes #salesforce Slack Channel)
Where can you validate that your Outreach and Zoom are integrated correctly?
Video Conferencing Settings / your most used Meeting Types
How many signers can you have on a single contract?
4 at Labster (50 in general for DocuSign standards)
What is the newest piece of key collateral added to Confluence?
Labster Sales Deck (Spring 2023)
Your Account must have both BLANK and BLANK BLANK populated so that the Opportunity you are creating Contract from picks it up.
Billing & Shipping Addresses
If there are multiple quotes on an Opportunity, you must mark the correct one as BLANK.
Primary
Where can you find Deal Health information?
Outreach Opportunities
How often does a reminder get sent out for signature?
No reminders have been set. If you wanted to set this up, you can do so Settings --> Send automatic reminders
Where does Competitor info live in Confluence?
Positioning Center