Issues · GitLab.com / GitLab Sales Team / Field Operations / Sales Operations · GitLab

Playbook of best practices and lessons learned 3 of 15 tasks completed

#1747 · opened Oct 22, 2020 by David Somers FE statustriage FE:partner enablement FY21-Q3-QBR QBR field enablement
- CLOSED
- 7
updated Jan 04, 2021
Enterprise Architect Enablement 2 of 14 tasks completed

#1746 · opened Oct 22, 2020 by David Somers FE prioritynew request FE statustriage FY21-Q3-QBR QBR field enablement
- CLOSED
- 3
updated Oct 22, 2020
Account Expansion Best Practices Enablement 2 of 14 tasks completed

#1745 · opened Oct 22, 2020 by David Somers FE prioritynew request FE statustriage FY21-Q3-QBR QBR field enablement
- CLOSED
- 2
updated Nov 04, 2020
Enablement Request: Better technical and role/function-based training for sales reps 5 of 14 tasks completed

#1731 · opened Oct 20, 2020 by David Somers FE prioritynew request FE statustriage FY21-Q3-QBR QBR field enablement
- CLOSED
- 5
updated Nov 23, 2020
Remove end of Quarter tasks that are not sales-focused

#1573 · opened Sep 04, 2020 by David Somers FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 6
updated Sep 04, 2020
Enterprise ISR Reporting/Dashboards MVC 2 of 5 tasks completed

#1539 · opened Aug 31, 2020 by Amber Stahn SalesOp: 9/14/20-9/27/20 Sep 18, 2020 ARCHIVE-SOPsAssigned FY21-Q3 QBR: CBR FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 2
updated Sep 21, 2020
Clean up SFDC to view current pipeline

#1538 · opened Aug 31, 2020 by Meri Gil Galindo SalesOp: 8/31/20-9/13/20 FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 4
updated Sep 02, 2020
Create Professional Services Win Rate report 2 of 2 tasks completed

#1530 · opened Aug 28, 2020 by Jeff Beaumont CSOps CSOpsCompleted FY21-Q3-QBR SalesOPS
- CLOSED
- 3
updated Aug 28, 2020
Request: Change "At Risk" report in Gainsight to include Red *and* Yellow scores 1 of 1 task completed

#1508 · opened Aug 25, 2020 by Jeff Beaumont CSOps CSOpsCompleted FY21-Q3-QBR SalesOPS gainsight gainsightfeature_request
- CLOSED
- 10
updated Sep 17, 2020
CS Ops FY21-Q3 CBR: 1) Improve SAL-TAM Handoff 6 of 6 tasks completed

#1499 · opened Aug 22, 2020 by Jeff Beaumont Sep 18, 2020 CSOps CSOpsIn_Process FY21-Q3 QBR: CBR FY21-Q3-QBR
- CLOSED
- 7
updated Sep 22, 2020
SalesOps FY21 Q3 CBR: 3) SFDC Data Hygiene 4 of 4 tasks completed

#1498 · opened Aug 21, 2020 by Lindsay Schoenfeld Sep 18, 2020 ARCHIVE-SOPsAssigned FY21-Q3 QBR: CBR FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 1
- 1
updated Sep 22, 2020
SalesOps FY21 Q3 CBR: 2) SFDC Reporting 2 of 2 tasks completed

#1497 · opened Aug 21, 2020 by Lindsay Schoenfeld SalesOp: 9/14/20-9/27/20 Sep 18, 2020 ARCHIVE-SOPsCompleted FY21-Q3 QBR: CBR FY21-Q3-QBR QBR
- CLOSED
- +2
- 3
updated Sep 22, 2020
SalesOps FY21 Q3 CBR: 1) Sales Notifications 4 of 4 tasks completed

#1496 · opened Aug 21, 2020 by Lindsay Schoenfeld Sep 18, 2020 FY21-Q3 QBR: CBR FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 3
updated Sep 22, 2020
FY21 Q3 QBR Cannonball Run: Results & Field Flash Update 6 of 6 tasks completed

#1493 · opened Aug 21, 2020 by Lindsay Schoenfeld SalesOp: 10/26/20-11/08/20 Sep 18, 2020 FY21-Q3 QBR: CBR FY21-Q3-QBR QBR SalesOPS
- CLOSED
- +2
- 3
updated Nov 24, 2020
Request: PSE Object Updates 3 of 4 tasks completed

#1444 · opened Aug 11, 2020 by Donita Farnsworth CSOps CSOpsCompleted FY21-Q3-QBR
- CLOSED
- 9
updated Sep 30, 2020
Data 'Fixes' in Gainsight Reporting 8 of 10 tasks completed

#1423 · opened Aug 06, 2020 by Sherrod Patching SalesOp: 8/03/20-8/16/20 Aug 21, 2020 CSOps CSOpsCompleted FY21-Q3-QBR gainsight
- CLOSED
- 6
updated Sep 17, 2020
TAM QBR ask - ability to properly calculate Gross Renewal Rate

#1403 · opened Jul 31, 2020 by Jeff Beaumont SalesOp: 8/03/20-8/16/20 CSOps CSOpsCompleted FY21-Q3-QBR QBR SalesOPS
- CLOSED
- 1
- 8
updated Aug 28, 2020
Update Gainsight Reports to use `TAM Team` field instead of `Account Owner Team`

#1341 · opened Jul 22, 2020 by Jeff Beaumont CSOps CSOpsCompleted FY21-Q3-QBR SalesOPS gainsight
- CLOSED
- 6
updated Sep 17, 2020
Better incorporate the Command Plan "vision" into Success Plans

#1330 · opened Jul 21, 2020 by Jeff Beaumont CSOps CSOpsBacklog FY21-Q3-QBR gainsight
- 19
updated Dec 08, 2020
Gainsight CS Leadership Dashboard - adjustments 4 of 4 tasks completed

#1213 · opened Jun 19, 2020 by Jeff Beaumont SalesOp: 7/20/20-8/02/20 CSOps CSOpsCompleted FY21-Q3-QBR SalesOPS gainsight
- CLOSED
- 11
updated Sep 17, 2020