Replace Troops by November 2023

CartoDB / RevOps

Sales and marketing operations team repo.

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Closed ruipperez closed 1 month ago

ruipperez commented 10 months ago

Doing POC with the following tools:

MiriamMartinezNunez commented 8 months ago

Finally migrating to Momentum

[x] Excel with Troops signals to Migrate https://docs.google.com/spreadsheets/d/1UkwPp9kge79SE8FbWoZlDpHrMjwe5tOpTwgBFCaNg68/edit#gid=1099291491
[x] Excel checked and cleaned with relevant signals
[x] New channel created in Slack #migration-momentum
[x] Signals Migration completed

ruipperez commented 6 months ago

Kick off for Sales Team scheduled for Feb 1st
Setting up additional functionality prior to kick off:
1. Autopilot setup and migration from existing functionality - 5-10 fields + compare manual/automation
2. Dealroom & Playbook setup
3. Prompts & Custom prompts set up
4. SE request Approval (to test MM functionality)

ruipperez commented 1 month ago

All set