2022-10-03 18:59:40 -04:00
|
|
|
# Meetings
|
|
|
|
|
|
|
|
|
|
## 9/30/2022
|
|
|
|
|
* Salesforce ISV - Top 35, Crest Level
|
|
|
|
|
* Document Electronic Signatures
|
|
|
|
|
* All clients and partners are Salesforce SIs
|
|
|
|
|
* 24 folks, growing rapidly
|
|
|
|
|
* His role is partnerships on a pro active basis
|
|
|
|
|
* 1/3 in Sales/CS/Support
|
|
|
|
|
* 2/3 are backend and developers
|
|
|
|
|
* Reason for reaching out:
|
|
|
|
|
* They have an "academy" which is really just a knowledge base
|
|
|
|
|
* Need to help partners and clients
|
|
|
|
|
* Mostly for implementation, but want to expand into teaching people to resell
|
|
|
|
|
* Knows the toughest part is creating content
|
|
|
|
|
* Reselling PDF Butler - they don't implement at all
|
|
|
|
|
* They sell direct to enterprise and then connect SI
|
|
|
|
|
* SF Admin/Architects are the main buyers
|
|
|
|
|
* Partners refer and then profit based on consultation times
|
|
|
|
|
* They hand hold right now but need to scale it
|
|
|
|
|
* Main goal is to reduce support tickets
|
|
|
|
|
* 30 day free trial is to academy
|
|
|
|
|
* Leadership wants to protect some of the IP in knowledge base
|
|
|
|
|
* 3 levels of course - Novice, Intermediate, Advanced
|
|
|
|
|
* How to sell PDF Butler - Referrers and Resellers
|
|
|
|
|
* Direct KPI and correlation to course completion and resell revenue
|
|
|
|
|
* Internal Training as time goes on
|
|
|
|
|
* Auth structure - invite intentionally
|
|
|
|
|
* They have created a metric for segmenting partners - employees and revenue
|
|
|
|
|
* Content Creation - Luke will be leading with the Founder (Founder is a coder/dev)
|
|
|
|
|
* He will have an internal workshop to find what content and articles he will need in platform
|
|
|
|
|
* [ ] Set up trial PDF Butler
|
|
|
|
|
*
|
2022-10-10 17:28:58 -04:00
|
|
|
|
|
|
|
|
## 10/7/2022
|
|
|
|
|
* Is it truly unlimited users?
|
|
|
|
|
* Can they enable salesforce integration during trial? Yes
|
|
|
|
|
* How to ensure that the images fit in the course boxes? Make sure the ratio and size is correct.
|
|
|
|
|
* He also wanted to know about the best way to use videos - embed? media library? etc.
|
|
|
|
|
* That's it! It sounds like we are the winner so far.
|
