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What does the Sales team do?

The Sales team positions our products to customers & handles all new sales & renewals.

When does Support interact with Sales?

  • Whenever there are customer questions regarding anything related to purchases & subscriptions.

  • Some examples include questions about…

    • Purchase Orders & Billing

    • Renewals or New Purchases

    • Interest in other products

    • Account deactivations (this is usually due to nonpayment or their contract ending)

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How do I know who the Sales representative for an account is?

​The assigned sales representative will always be listed as the “Account Owner” in Salesforce. They also work in tandem with the “Customer Success Partner”.

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Most sales related cases can simply be moved over to the Sales Support Queue in order to have sales address the customer's need.

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Breakdown of Sales Owned Items

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Example work flow

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