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:
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.
SalesOps::New_Requestlabel automatically on creation.
SalesOps::Assignedif it is ready to be worked on.
SalesOps::Backloguntil it can be planned.
In order to update quote templates that are used in Salesforce, and pulled in from Zuora, please reference the below resources provided by Zuora.
Here are the guidelines for requesting account list loads from Sales Operations. Please follow the instructions below. The SLA for account list loads into Salesforce is 5-7 business days.
For uploading a list of net new accounts
Preparing the list:
|Label||Field Name||Data Type|
|Account Record Type||RecordType||Picklist|
|Billing Street||Billing Street||Address|
|Billing City||Billing City||Address|
|Billing State/Province||Billing State/Province||Address|
|Billing Zip/Postal Code||Billing Zip/Postal Code||Address|
|Billing Country||Billing Country||Address|