Commit 07ecd942 authored by Colin Fletcher's avatar Colin Fletcher 🤔

Merge branch 'FionaOKeeffe-master-patch-83946' into 'master'

- Update source/handbook/marketing/product-marketing/customer-reference-program/index.html.md

See merge request !42427
parents a479fc31 e7b386d6
Pipeline #122613701 passed with stages
in 15 minutes and 29 seconds
......@@ -186,12 +186,12 @@ Key info needed:
### Requesting a Reference for an event
**Local Field Marketing event**
1. Please open an issue on the [Customer Reference Board](https://gitlab.com/groups/gitlab-com/marketing/-/boards/927283?&label_name[]=Customer%20Reference%20Program) with the label "Customer Speaking Requests" a miminum of 45 days before the event.
2. Please send a slack notifaction to the regional [Customer Reference Manager](https://about.gitlab.com/handbook/marketing/product-marketing/customer-reference-program/#which-customer-reference-team-member-should-i-contact) with a link to the issue.
1. Please open an issue on the [Customer Reference Board](https://gitlab.com/groups/gitlab-com/marketing/-/boards/927283?&label_name[]=Customer%20Reference%20Program) with the label "Customer Speaking Requests" a minimum of 45 days before the event.
2. Please send a slack notification to the regional [Customer Reference Manager](https://about.gitlab.com/handbook/marketing/product-marketing/customer-reference-program/#which-customer-reference-team-member-should-i-contact) with a link to the issue.
3. CRM will pull a SFDC report of customers in billing city/state/area to view an applicable pool of speakers as well as a report in Reference Edge.
4. CRM will create a table from the report in the issue listing AE/SAL and customer accounts. CRM will tag any additional AEs/SALs in the issue.
5. CRM will work with AEs/SALs to identify customer stories (if known).
6. CRM coordinate with Field Marketing to refine the speaker pool.
6. CRM will co-ordinate with Field Marketing to refine the speaker pool.
7. CRM and AE/SALs will reach out with speaking request to customers giving customers a minimum of 30 days before the event to respond.
8. If customer accepts, introduction to field manager is coordinated.
9. If customer outreach is unsuccessful, CRM will coordinate with Field Marketing on internal alternatives.
......@@ -199,8 +199,8 @@ Key info needed:
Note: If travel is required for a customer speaker, it is covered by field marketing.
**Partner/Alliance Associated event**
1. Please open an issue on the [Customer Reference Board](https://gitlab.com/groups/gitlab-com/marketing/-/boards/927283?&label_name[]=Customer%20Reference%20Program) with the label "Customer Speaking Requests" a miminum of 65 days before the event. Ideally 90 days.
2. Please send a slack notifaction to the regional [Customer Reference Manager](https://about.gitlab.com/handbook/marketing/product-marketing/customer-reference-program/#which-customer-reference-team-member-should-i-contact) with a link to the issue.
1. Please open an issue on the [Customer Reference Board](https://gitlab.com/groups/gitlab-com/marketing/-/boards/927283?&label_name[]=Customer%20Reference%20Program) with the label "Customer Speaking Requests" a minimum of 65 days before the event. Ideally 90 days.
2. Please send a slack notification to the regional [Customer Reference Manager](https://about.gitlab.com/handbook/marketing/product-marketing/customer-reference-program/#which-customer-reference-team-member-should-i-contact) with a link to the issue.
3. In the issue, please identify Partner/Alliance organization and anticipated outcome.
4. Requestor to identify tier of customer requested. (Enterprise, Commercial, SMB)
5. Customer Reference Manager identifies pool of proposed customers with Reference Edge, SFDC, and Alliance customer stories.
......@@ -212,6 +212,16 @@ Note: If travel is required for a customer speaker, it is covered by field marke
Note: If travel is required for a customer speaker, it is covered by different parts of the org. (Determined on a per request basis.)
### Requesting a customer for a webinar
1. Please open an issue on the [Customer Reference Board](https://gitlab.com/groups/gitlab-com/marketing/-/boards/927283?&label_name[]=Customer%20Reference%20Program) with the label "Customer Speaking Requests" a minimum of 60 days before the event.
2. Please send a slack notification to the regional [Customer Reference Manager](https://about.gitlab.com/handbook/marketing/product-marketing/customer-reference-program/#which-customer-reference-team-member-should-i-contact) with a link to the issue.
3. CRM will pull a SFDC report of customers to view an applicable pool of speakers as well as a report in Reference Edge.
4. CRM will create a table from the report in the issue listing AE/SAL and customers. CRM will tag any additional AEs/SALs in the issue.
5. CRM will work with AEs/SALs to identify customer stories (if known).
6. CRM coordinate with Field Marketing to refine the speaker pool.
7. CRM and AE/SALs will reach out with speaking request to customers giving customers a minimum of 30 days before the event to respond.
8. If customer accepts, introduction to field manager is coordinated
9. If customer outreach is unsuccessful, CRM will coordinate with Field Marketing on internal alternatives.
### Requesting a customer for analysts
**Requesting a confidential request (Customer not named in report)**
......
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