Adding Analytics options to Account level in SF

[FloBroderick]

Hey @ruipperez & @lissa-dieye

The SDRs (cc @SophieMarkus ) have already started using this new field during the qualification process at opportunity level:

@martagomezgandullo team are also including this info in their client success plans (e.g. Bain's one here: https://docs.google.com/presentation/d/1mkSO3oBzEsqQu9ct-CncGxNV3LZ2g3vC8THBT2SiYck/edit?usp=sharing). The CSMs are capturing this valuable info about their databases and analytics workflows, which is great, but I'd love to have this for all our enterprise accounts so that I can keep a report where we see what our clients are predominantly using to:

a) share this info with product b) run campaigns in conjunction with partners for lead gen

Please could you let me know if this is possible?

[martagomezgandullo]

sure Flo! are there any fields in SF that CSMs can translate this info from the success plans into?

On Mon, Apr 20, 2020 at 3:34 PM Florence Broderick notifications@github.com wrote:

Hey @ruipperez https://github.com/ruipperez & @lissa-dieye https://github.com/lissa-dieye

The SDRs (cc @SophieMarkus https://github.com/SophieMarkus ) have already started using this new field during the qualification process at opportunity level:

[image: image] https://user-images.githubusercontent.com/28542571/79757159-996e9580-8313-11ea-8e7e-fd3a335d66c6.png

@martagomezgandullo https://github.com/martagomezgandullo team are also including this info in their client success plans (e.g. Bain's one here: https://docs.google.com/presentation/d/1mkSO3oBzEsqQu9ct-CncGxNV3LZ2g3vC8THBT2SiYck/edit?usp=sharing). The CSMs are capturing this valuable info about their databases and analytics workflows, which is great, but I'd love to have this for all our enterprise accounts so that I can keep a report where we see what our clients are predominantly using to:

a) share this info with product b) run campaigns in conjunction with partners for lead gen

Please could you let me know if this is possible?

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/CartoDB/RevOps/issues/186, or unsubscribe https://github.com/notifications/unsubscribe-auth/AOBW3ESVDXX4LIG3PPGG5GTRNRFNZANCNFSM4MMOICEQ .

-- Marta Gómez Gandullo

Director of Customer Success

+34 911 165 823 | mgomez@carto.com https://go.carto.com/ebooks/state-spatial-data-science-2020

[FloBroderick]

Yes, but right now it's only at opportunity level, not account level (as far as I can see).

It's the one I've copied and pasted above called

[ruipperez]

mmm... An Account might have different opportunities that have different systems (Infra/Cloud, Analytics)... no? I'm not sure who this could work at Account level...

[FloBroderick]

@martagomezgandullo can you gather CSM feedback on this?

It's true that different opps have different cloud and analytics solutions in place.....

So maybe it's just a case of CSMs updating this for enterprise covered Closed Won opps for key accounts?

[FloBroderick]

Also @ruipperez , just noticed on this opp that when we save some options (in this case Amazon and ArcGIS) after you save you can't see it there: https://eu17.lightning.force.com/lightning/r/Opportunity/0061v00000evaFQAAY/view

Ideally this would be visible once it's saved so it's top of mind information for the AE / solutions engineer. Does that make sense?

[ruipperez]

@FloBroderick mmm... It should be visible... I can see Analytics is empty but Infra/Cloud has info on this particular opp...

I've moved the fields to be both together at the bottom of Stage 1, is that any better? Am I answering your question?

[FloBroderick]

That's the trick! thanks @ruipperez! Question answered!