Working with Sales

1. You are here:
2. Handbook
3. Support Team Handbook
4. License & Renewals
5. License & Renewal Workflows
6. Working with Sales

On this page

• General workflow
• Specific workflows to pass to Sales

General workflow

1. Respond to the customer on Zendesk:
   1. Assign the ticket to yourself.
   2. Select the appropriate specific workflow to follow (see below).
   3. Check the Escalated to sales box.
   4. Set the ticket status to Pending.
2. Leave a message for the Salesforce Account Owner on Chatter with the relevant details.
   • Share the link to the Chatter message in an internal note on the ticket.
     • Note that you can only link to the original Chatter message, not to any of its comments.
   • You may want to check the account owner's Slack status to see if they're currently taking time off work.
   • If reaching out to the account owner on Slack (always on #support_sales_escalation and always as a courtesy), link them the Chatter message and ask them to respond there.
   • Note: Support should be able to rely on the Salesforce Account Owner field to determine who is responsible for the account. If that is incorrect, escalate it immediately (see point 3(i)).
3. Escalation procedure:
   1. If the Salesforce Account Owner is unable/unwilling to assist
      1. Mention the account owner's direct manager in a Chatter comment.
         • Examples of being unable/unwilling to assist:
           • Account owner no longer works at GitLab.
           • Account owner says the account is not theirs any more.
           • Account owner says they have no time to help.
   2. If the Salesforce Account Owner is not a person
      1. Find the person in charge of the sales segment and sales territory and mention them in a Chatter comment.
   3. If anyone you reach out to does not respond within 24 hours:
      1. Mention the person's direct manager in a Chatter comment.
         • From VP level onwards, mention them in a Slack message in #support_sales_escalation in addition to a Chatter comment.
      2. Repeat as necessary every 24 hours and go one step up the reporting line, going all the way up to CEO if necessary. * It is helpful to refer to the company organization chart to see who to escalate to.
4. When someone from sales says they'll be in touch with the customer:
   1. Post an update to the ticket, mentioning:
      • The name of the person who will be in touch.
      • Tell the customer to let us know if they haven't heard back within 2 business days.
      • Inform the customer that the ticket will auto-close after 7 days without a response from them.
      • Set the ticket status to Pending.

(Pro tip: create a personal ticket view where "Escalated to Sales" = checked, to pull these out into their own queue)

Specific workflows to pass to Sales

Many of the following workflows advise you to Chatter Sales. How to do this is described in the expired license process.

The following workflows use the Pass to Sales Zendesk macro unless otherwise stated.

ALTERNATIVE PAYMENT METHOD: a customer wishes to pay via method other than credit card

Workflow:

• Confirm the paymemt method the customer wishes to use (wire, ACH or check)
• Chatter Sales and summarise the customer's request, ask for them to reach out
• Respond to the customer with the appropriate macro

PURCHASE ORDER / QUOTE: a customer wants to pay and has a PO or requires a paper quote or invoice

Workflow:

• Find the existing opportunity or subscription (if renewal)
• Chatter Sales and summarise the customer's request, ask for them to reach out
• Respond to the customer with the appropriate macro

RESELLER: a reseller or reseller customer wants to make changes to their subscription or follow up on an order

Workflow:

• Confirm the end-user and the reseller, by finding the account in Zuora
• Chatter Sales and summarise the customer's request, provide the reseller and end-user information, ask for them to reach out
• Respond to the customer with the appropriate macro

SELF-MANAGED UPGRADE: a self-managed customer wishes to upgrade their subscription to a higher tier and their current subscription is worth more than $1,000

Workflow:

• Find the existing opportunity or subscription in Salesforce
• Chatter Sales and summarise the customer's request, ask for them to reach out
• Respond to the customer with the appropriate macro

DISCOUNT REQUEST: a customer is seeking a discount and their subscription is above the Starter/Bronze tier

Workflow:

• Confirm their tier and the details of the discount requested, if they are not above Starter/Bronze or the discount request is unreasonable (use your discretion), explain that a discount is not available
• If you are unsure whether a discount should be given, consult with the Account Owner first
• Chatter Sales and summarise the customer's request, ask for them to reach out if they confirm a discount is possible
• Respond to the customer with the appropriate macro, set the expectation that a discount is not guaranteed and is at the discretion of the relevant approvers

PRODUCT TRANSFER - a customer wishes to transfer from SaaS to Self-managed or vice versa

Workflow: To be confirmed

DOWNGRADE PLAN - a customer wishes to downgrade from their current tier to a differ tier (same product)

Workflow: To be confirmed

DECREASE SEAT COUNT - a customer wishes to renew with less seats in their subscription

Workflow: To be confirmed