Copy and paste the table below into a new document in your project for each 120 Day Pilot.
|Create Brewspace Project for this pilot in your rep's deal room: <Prospect Name>: 120 Day Pilot|
Send link to "TryJive" to prospect after it has been decided to go the 120-day route. Here's a format you can steal, or add your own color:
Be sure an Opportunity exists in SFDC for this prospect and check the "120 Day Trial" checkbox in the "TryJive Info" section of the opportunity record.
Provision a JC Secret Group via SFDC for this prospect. Create a Project (e.g. Pilot Status) for the Pilot Instance that the SE, Rep, Exec Sponsor, and Community Manager will use to communicate pilot status
|Once you get the permission email, push it into your Brewspace project using Jive for Outlook.|
|Make adjustments to 120 day pilot package|
|Extend end date by 120 days from LAUNCH date|
|SET AN OUTLOOK REMINDER FOR ONE WEEK BEFORE THE TRIAL EXPIRES.|
|Sign up for notifications. This can be pretty noisy. Noise is good, though, in a pilot. If it is silent, get in there and figure out why. Do some recon. If you can't see issues other than non-use, get in touch with your champion to discuss and come up with a plan.|
|Create a user for your rep, and send them a Welcome email. Remind them to stick with one password!|
- Always use the same password!
- Create a document to easily access all of your going live pilots. Something like this: Jive Software - Sales Demos Monthly Report: October, 2014 - https://jivesoftware-Salesdemoph22.jiveon.com