Sales Engineering
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This article's about supporting our global sales team with a CT2 demo environment, which is for them to use to demonstrate to new prospective clients and existing clients, the current functionalities that JFS offers. | This article's about supporting our global sales team with a CT2 demo environment, which is for them to use to demonstrate to new prospective clients and existing clients, the current functionalities that JFS offers. | ||
| + | |||
| + | == Requirements == | ||
| + | |||
| + | *Need sales Demo CT2 environment similar to [[Jaguar_Servers_Systems_Applications#CT2_EA_Demo]] and needs to be migrated to stable server and maintained. | ||
| + | |||
| + | *Need to keep running list of Jaguar sales, management and IT users | ||
| + | ** Simon Kaye (simon@jaguarfreight.com) | ||
| + | ** Marc Selter (marc@jaguarfreight.com) | ||
| + | ** Robert Link (robert@jaguarfreight.com) | ||
| + | ** George Saives (george@jaguarfreight.com) | ||
| + | ** Joe Chiapetta (joe@jaguarfreight.com) | ||
| + | ** Jeanine Favia (jeanine@jaguarfreight.com) | ||
| + | ** Denise Guastella (denise@jaguarfreight.com) | ||
| + | ** Montira Renfrew (montira@jaguarfreight.com) | ||
| + | ** Tracie Eisenberg (tracie@jaguarfreight.com) | ||
| + | |||
| + | *Need to have same features (current & new) that's on production client app | ||
| + | |||
| + | == History == | ||
| + | |||
| + | === 0002882: [Sales Engineering] Finalize/Test new demo envir t with Vlad (see 0002867) and train/coord Harry on how/when to set up demos === | ||
| + | |||
| + | === 0002867: Establish Sales Demo CT2 environment and procedures (and migrate to Rackspace) === | ||
| + | * See mantis here: [http://ct.jaguarfreight.com/mantis/view.php?id=2867 2867] | ||
| + | |||
| + | Additional procedures needs to be established: | ||
| + | |||
| + | * how/when to update CT2 version on this environment | ||
| + | * what users to keep there | ||
| + | * do we need automated scripts/features to: | ||
| + | ** "scrumble" real client info | ||
| + | ** create demo environment for particular prospect | ||
| + | |||
| + | IMPORTANT NOTE: scheduled reports and other features "affecting live clients/users" must be disabled after migration. http://ct.jaguarfreight.com/wiki/Data_Migration_From_Production_Envir_to_X_Envir_%28procedure%29 [^] | ||
| + | |||
| + | Related wiki : http://ct.jaguarfreight.com/wiki/Jaguar_Servers_Systems_Applications#Sugar_CRM_and_EA_Demo_server [^] | ||
| + | |||
| + | === 0003200: [IT/Misc][Sales Engineering] Resolve speed issues with Sales demo === | ||
| + | * See mantis here: [http://ct.jaguarfreight.com/mantis/view.php?id=3200 3200] | ||
| + | * Spec updated: Yes | ||
| + | * Solution was to create a script and contain only the last 6 months worth of data, after each release to keep the size of the DB down. As well as to keep it as to keep this site current as production. | ||
== Notes == | == Notes == | ||
http://en.wikipedia.org/wiki/Sales_engineering | http://en.wikipedia.org/wiki/Sales_engineering | ||
Current revision as of 18:14, 1 December 2011
[edit] Info
0002875: [Sales Engineering] ..... <proj>
This article's about supporting our global sales team with a CT2 demo environment, which is for them to use to demonstrate to new prospective clients and existing clients, the current functionalities that JFS offers.
[edit] Requirements
- Need sales Demo CT2 environment similar to Jaguar_Servers_Systems_Applications#CT2_EA_Demo and needs to be migrated to stable server and maintained.
- Need to keep running list of Jaguar sales, management and IT users
- Simon Kaye (simon@jaguarfreight.com)
- Marc Selter (marc@jaguarfreight.com)
- Robert Link (robert@jaguarfreight.com)
- George Saives (george@jaguarfreight.com)
- Joe Chiapetta (joe@jaguarfreight.com)
- Jeanine Favia (jeanine@jaguarfreight.com)
- Denise Guastella (denise@jaguarfreight.com)
- Montira Renfrew (montira@jaguarfreight.com)
- Tracie Eisenberg (tracie@jaguarfreight.com)
- Need to have same features (current & new) that's on production client app
[edit] History
[edit] 0002882: [Sales Engineering] Finalize/Test new demo envir t with Vlad (see 0002867) and train/coord Harry on how/when to set up demos
[edit] 0002867: Establish Sales Demo CT2 environment and procedures (and migrate to Rackspace)
- See mantis here: 2867
Additional procedures needs to be established:
- how/when to update CT2 version on this environment
- what users to keep there
- do we need automated scripts/features to:
- "scrumble" real client info
- create demo environment for particular prospect
IMPORTANT NOTE: scheduled reports and other features "affecting live clients/users" must be disabled after migration. http://ct.jaguarfreight.com/wiki/Data_Migration_From_Production_Envir_to_X_Envir_%28procedure%29 [^]
Related wiki : http://ct.jaguarfreight.com/wiki/Jaguar_Servers_Systems_Applications#Sugar_CRM_and_EA_Demo_server [^]
[edit] 0003200: [IT/Misc][Sales Engineering] Resolve speed issues with Sales demo
- See mantis here: 3200
- Spec updated: Yes
- Solution was to create a script and contain only the last 6 months worth of data, after each release to keep the size of the DB down. As well as to keep it as to keep this site current as production.
