Skip to content

Commit

Permalink
Merge pull request #1265 from FlowFuse/zj-sales-handbook-refactor
Browse files Browse the repository at this point in the history
  • Loading branch information
ZJvandeWeg authored Oct 19, 2023
2 parents ff862c6 + 71097a3 commit eb2cf50
Show file tree
Hide file tree
Showing 2 changed files with 26 additions and 11 deletions.
1 change: 1 addition & 0 deletions CODEOWNERS
Validating CODEOWNERS rules …
Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,7 @@
/src/handbook/development @knolleary
/src/handbook/marketing @iskerrett
/src/handbook/product @MarianRaphael
/src/handbook/sales @zackwasli

# Security Polices
/src/handbook/company/security/information-security.md @ZJvandeWeg
Expand Down
36 changes: 25 additions & 11 deletions src/handbook/sales/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,12 @@
navGroup: Sales & Marketing
---

The Sales department is responsible for new customer acquisition and existing customer expansion. This includes:
# Sales

## What we do

The Sales department is responsible for new customer acquisition and existing
customer expansion. This includes:
1. Prospecting and outreach for new business.
1. Conducting introductory calls to determine use-case and fit.
1. Giving customized product demonstrations to potential customers.
Expand All @@ -11,24 +16,33 @@ The Sales department is responsible for new customer acquisition and existing cu
1. Working with external procurement teams.
1. Navigating subscription agreement terms.
1. Finalizing contracts and billing details.
1. Introducing new customers to their Customer Success Manager.
1. Introducing new customers to their Customer Success Manager.

Zack Wasli is the point of contact for these and other responsibilities.
## Team

| Role | Contributors |
|------|--------------|
| CEO | [ZJ](https://www.linkedin.com/in/zegerjan/) [@ZJvandeWeg](https://github.com/ZJvandeWeg) |
| Account Executive | [Zack](https://www.linkedin.com/in/zack-wasli/) [@zackwasli](https://github.com/zackwasli) |

# Sales
## Contact us

Questions can be asked in the [#dept-sales](https://flowforgeworkspace.slack.com/archives/C05GYH95NJZ).

## How we work

- [Demo](./demo.md)
- [Engagements & Pricing](./pricing.md)
- [Sales playbook (internal)](https://docs.google.com/document/d/1Jrt5sNg46wngQ5UAii8sbN94PTlIAscOWrFcOhSVNPE/edit){rel="nofollow"}
- [Closing a Deal](/handbook/sales/closing-a-deal/)

## Sales calls
### Sales calls

For internal training purposes all sales calls should be recorded after getting explicit consent
from the customer. On request of the customer, the recording will be shared.
For internal training purposes all sales calls should be recorded after getting
explicit consent from the customer. On request of the customer, the recording
will be shared.

## Lead status
### Lead status

For leads who are [MQLs or SQLs](/handbook/marketing/hubspot.md) the `Lead status`
field is used to mark what the status is. Even though they're beyond being a lead.
Expand All @@ -48,14 +62,14 @@ At this stage we're using the default set of status's in HubSpot:
| Unresponsive | We have not received a reply in 2 weeks, they are ghosting us. |
| Bad timing | FlowFuse was, for whatever reason, not a great fit right now. However, it's potentially a good fit later. |

## From MQL to SQL - Qualifying questions
### From MQL to SQL - Qualifying questions

1. Have you adopted Node-RED? If so, what have you built with Node-RED?
1. How many Node Red instances do you have, and how many people are developing on Node-RED?
1. Is Node-RED used in production?
1. What are you looking to build in the next year with Node-RED?

## From SQL to Opportunity
### From SQL to Opportunity

For each sales opportunity a clear answer for the customers needs and wants should be known. It boils down to the following questions:

Expand All @@ -68,7 +82,7 @@ For each sales opportunity a clear answer for the customers needs and wants shou
If, and only if, the answers are known and added as notes to HubSpot, an
opportunity is added to the HubSpot deals board.

## HubSpot Properties
### HubSpot Properties

`Activation Outbound` is a custom property that's set to `Yes` when the first meeting with the contact came through outbound
drip campaigns or other outbound lead-gen actions. This property will be set to `Yes` when the contact was in HubSpot
Expand Down

0 comments on commit eb2cf50

Please sign in to comment.