Sales Engineering

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(Requirements)
(0002867: Establish Sales Demo CT2 environment and procedures (and migrate to Rackspace))
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=== 0002867: Establish Sales Demo CT2 environment and procedures (and migrate to Rackspace) ===
=== 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]
* See mantis here: [http://ct.jaguarfreight.com/mantis/view.php?id=2867 2867]
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* Spec updated: Yes
+
 
 +
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:
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** "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 [^]
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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 ===
=== 0003200: [IT/Misc][Sales Engineering] Resolve speed issues with Sales demo ===

Revision as of 15:43, 21 November 2011


Contents

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.

Requirements

Sales Demo CT2 environment similar to Jaguar_Servers_Systems_Applications#CT2_EA_Demo needs to be migrated to stable server and maintained.

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: 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: 3200
  • Spec updated: Yes

Notes

http://en.wikipedia.org/wiki/Sales_engineering

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