Sales Operations

1. You are here:
2. Handbook
3. Sales
4. Field Operations
5. Sales Operations

On this page

• How to Communicate with Us
• Charter
• Sales Support - Deal Desk and Sales Operations
• Updating Zuora and Salesforce Quote Templates

How to Communicate with Us

Slack: #sales-support Salesforce: @sales-Support

Charter

Sales Operations is a part of Field Operations. We aim to help facilitate new and existing processes throughout our field organization via the use of systems, policies, and direct support. Sales Operations is responsible for the following key areas:

• Territories
• Go To Market data
• Bookings
• Deal Support (see Deal Desk)
• Sales Support
• Partner Operations
• Customer Success Operations

Sales Support - Deal Desk and Sales Operations

The GitLab Sales Support team includes two groups: Deal Desk and Sales Operations.

The Deal Desk team is comprised of in-field resources aligned to the time zones of our sales team. Visit the Deal Desk Handbook for more information about Sales Support, SLAs, Team Members, Quote Configuration, and more.

Updating Zuora and Salesforce Quote Templates

In order to update quote templates that are used in Salesforce, and pulled in from Zuora, please reference the below resources provided by Zuora.

1. General overview to update quote templates
2. Leveraging mail merge fields to update templates - This must be completed in Microsoft word and saved accordingly
3. Reference the merge fields that are supported
4. How to displaty multiple quote charges in a table
5. Uploading to Zuora and connect to Salesforce