1.8 KiB
Terminus
5/2/2023
Data Discussion & Flow
Cherrill Hartman - Attended Kevin Heraly - Medication complications and new issues. Had a seizure. Feeling sick (migraines, etc). Kelly Roman - Non-technical data/SFDC Admin
Kevin - Head of RevOps. Kelly works for Kevin. Also currently running SFDC.
Ideal things to cover this meeting:
- Salesforce is Source of Truth, but also not a dumping database.
- If they are putting items in Salesforce, they are doing it intentionally.
- They can use a S3 bucket as a dumping/warehouse.
- Salesforce > Gainsight and is one way.
- Gainsight's S3 is the bucket
Gainsight records only get created for existing customers. They have a catch-all for unlinked enrollments.
The issues with Gmail/Yahoo addresses is the people/leads end up in no-man's land. No one reaches out to them and they don't get entered in any campaigns, etc.
Who is the main communication engine? Gainsight does a terrible job of mass emails. Lots of block lists. Campaign process, controlled by pre-sales marketing.
Gainsight could be a great option, but people have to meet "criteria" to send emails.
They use LeanData for checking for duplicates in their various systems. That's where Webhooks would be created.
05/16/2023
General Tasks
DONE: Remove Discover Catalog DONE: Add new header image that Cherrill will send. DONE: Make Footer similar to Terminus.com - at least the background as blue and text as white. DONE: Remove sign in in header. DONE: Move sub-nav to under header image DONE: minimize padding around logo. Mimic sign-in/main page. DONE: Addtl. Resources boxes same height DONE: Feature course, view button align left DONE: If no events, link saying "checkout upcoming events!" and link to /app/training_events DONE: Filter Button to Terminus Green or Orange DONE: Catalog: Sections divided by categories with headings at each section.