Sales team onboarding

Welcome to Sourcegraph! As a member of the sales team, you represent us and our values to customers, and you bring back dollars and feedback to help us grow.

See also Sales onboarding logistics. Read about Sales onboarding Mentor program:

Getting started

  • Get familiar with the internal tools we use, if you don’t have access you can request access on Slack #it-tech-ops
    • Salesforce
    • LinkedIn Sales Naviagtor
    • Chorus
      • Note: To properly use Chorus make sure you are signed in to Zoom (You can use Zoom without being logged in, but Chorus may not work properly, so it is good to double check). You also need to be signed in to stop Chorus from recording if requested from a customer. Also see this link for additional details on stopping Chorus recordings.
    • Docusign
    • Outreach (Optional)
    • Looker
  • Join all customer calls during this period that you can

Key targets for onboarding reps

First 30 days

  • Pass the Demo certification and upload your Demo video to the Demo Certification folder or have your manager notify Sales Ops when completed
  • Pass the Pitch certification
  • Finalize your Target Account list with your manager
  • Establish an Outbound Propsecting Plan for 5 Target Accounts

30–60 Days

  • Complete 7 New Business meetings (meetings should meet our Target Opportunity Profile)
  • Added 3 Qualified Opportunities to your pipeline in Salesforce
  • Build a Strategic Account Plan for top Target Account

60–90 Days

  • Complete 7 New Business meetings (meetings should meet our Target Opportunity Profile)
  • Add 3 additional Qualified Opportunities to your pipeline in Salesforce
  • Advance 2 opportunities into Technical and Business Validation

90–180 Days