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

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.