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Overview Of Pre-Training and Training Outline
Overview Of Pre-Training and Training Outline
Request Access to the following:
General
PeerSpot Website - Full access to Admin page
HiBob
10Bis
Microsoft Suite
Sigma
Trello
Loom
Coassemble LMS
Role Specific
Integrate
SF - Delivery Manager Credentials
M&P Leads Page
Access to all SF Delivery Team-related notifications
Add to the PS admin Delivery Manager distro list
Add to the Delivery Team Google Group
Add to Gchat Group
Training Plan
Week 1
Day 1:
1. Computer, office space, programs and tools setup
2. Meet with training manager
3. Coassemble course (Intro to PeerSpot, Marketing, and Our Services, Competitor)
Day 2:
1. Shadow the training manager
2. Continue Coassemble course
3. Read documentation, watch tutorials on the following pages:
Leads pre-activation checklist
4. Task: Set up a leads campaign from start to finish- with help from a Delivery Manager
Day 3:
1. Continue Coassemble course
2. Read documentation, watch tutorials on the following pages:
Intent leads Orders Instructions
Intent Scoring
2. Task: Create an intent leads order- with help from a Delivery Manager
3. Shadow the training manager
Day 4:
Shadow the training manager
Continue Coassemble course
Day 5:
Shadow a Delivery Manager
Continue Coassemble course
Read documentation, watch tutorials on the following pages:
Task: Set up a PI campaign from start to finish- with help from a Delivery Manager
Week 2
Day 6:
Read documentation, watch tutorials on the following pages:
Sponsored Comparison setup and delivery
Sponsored Comparison and PeerIntent pre-activation checklist
Task: Set up a SC campaign from start to finish- with help from a Delivery Manager
3. Shadow a Delivery Manager
Day 7:
Shadow the training manager
Read documentation, watch tutorials on the following pages:
Hubspot
3. Task: Set up a Marketo/Hubspot Integration- with help from a Delivery Manager
4. Shadow a Delivery Manager
Day 8:
Shadow the training manager
Continue reading up on the following subjects:
Integrate
Integrate Rejections Troubleshooting
Webform
CSV
Convertr
3. Task: Set up an Integrate integration- with help from a Delivery Manager
Day 9:
Read documentation, watch tutorials on the following pages:
Salesforce for PI and SC
SFTP Integration for PI and SC
Company Size Translations
Industry Translations
Integration ValuesTask: Create a company size and industry translation function- with help from a Delivery Manager
3. Shadow the training manager
Day 10:
1. Read documentation, watch tutorials on the following pages:
Processes:
SC+PI Pre-Sale Checklist
Leads Return Policy
2. Shadow a Delivery Manager
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