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amenne authored and actions-user committed Jan 4, 2024
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Expand Up @@ -22,7 +22,7 @@ Prior to taking time off, CEs should:
| #team-ce | Internal channel the CE team uses to touch base with each other. |
| #discuss-ce | External channel for other teams to ask CEs a question. |
| #discuss-support-engineering | Where support collaborates with everyone outside of support. |
| #discuss-technical-advisory | Where TA collaborates with everyone outside of TA. |
| #discuss-technical-advisory | Where TA collaborates with everyone outside of TA. |
| #discuss-engineering | Where CEs can ask product and Eng questions about Sourcegraph. |
| #feedback | Where CEs can share customer feedback with product. |
| #discuss-technical-success | Where customer-facing technical teams collaborate on questions and issues. |
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Expand Up @@ -160,11 +160,13 @@ A critical last step in the sales process is to hand off the opportunity to the
The overall process is captured [here](../../ta/team-culture/working-with-customers.md#post-sales-handoff). It's most important that CE knows the process is slightly different depending on the [customer segmentation](../../ta/team-culture/team-norms.md#customer-segmentation) and whether they will be managed by a named, dedicated TA or part of our digital, scaled success program.

Need-to-know's for a named TA account:

- TA will handle the production license
- CEs are expected to participate in a formal knowledge transfer / hand-off with the TA before the deal closes
- CE should collect relevant information (doc links, channels, etc.) to make for a productive session
- CE should participate in the post-sales kick-off call; after that, CE should roll off of the account until / unless there is an active expansion opportunity.

Need-to-know's for a digital, scaled success account:

- CE must handle the production license, and if a separate production cloud instance is required, should handle the creation request of that.
- CE, as part of hand-off, should map the approproiate roles on the contacts in Salesforce. See role definitions [here, step 7](../../ta/team-culture/working-with-customers.md#process-overview).
- CE, as part of hand-off, should map the approproiate roles on the contacts in Salesforce. See role definitions [here, step 7](../../ta/team-culture/working-with-customers.md#process-overview).

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