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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?
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Whenever there are customer questions regarding anything related to purchases & subscriptions.
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Some examples include questions about…
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Purchase Orders & Billing
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Renewals or New Purchases
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Interest in other products
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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

Example work flow

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