Sales Engineering

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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

  • 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)
  • Need to have same features (current & new) as 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: 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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