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