CartoDB / RevOps

Sales and marketing operations team repo.
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OEM deals - tracking in SF #364

Closed ruipperez closed 7 months ago

ruipperez commented 1 year ago

Ensure the right tracking of OEM deals.

OEM - Cloud - License - done OEM - On-Premises / Self-hosted - License - done OEM - Additional Users - PENDING

EXC - OEM - Usage-Based Fee - make obsolete (waiting for Juliana's open renewal)

Criteria: If Primary Usage Model = OEM OR Commercial Application OR Opp Name contains OEM - @JuanKTrejo working on this

Notes

ruipperez commented 8 months ago

@MiriamMartinezNunez Please create a signal (If it does not exist) that fires when a deal contains "OEM" in Opp name OR Product Name contains "OEM" AND Primary Usage is not equal to OEM

MiriamMartinezNunez commented 8 months ago

Signal created :) OEM Deal sent to migration-momentum channel for now