|
Activity
|
AE Role
|
SE Role
|
IS Role
|
|
Segment and Prioritize Your Customers
|
Outreach strategy for champions in Top 20
|
Review customer usage; identify areas where new features are valuable
|
Outreach strategy for users in all accounts
|
|
Engage License Administrators
|
Assist SASREP in deployment strategy for Top 20
|
Field technical questions such as installation and administration best practices
|
Broad outreach to SASREPs in territory
|
|
Conduct Meaningful Business Review Calls
|
Network higher in the org chart within strategic accounts; map out how areas of the business are using JMP
|
Understand how customers are using JMP, identify areas of opportunity to upsell products, cross-sell into other functional areas
|
Execute business review calls in broad customer base
|
|
Socialize Resources for Users
|
Develop learning strategy by reviewing user skill levels and identifying gaps based on company goals
|
Collaborate with customer and sales to suggest resources to support users
|
Share resources broadly; execute campaigns to send in volume
|
|
Schedule Workshops
|
Conduct "discovery" calls to set relevant agendas; host workshops
|
Execute learning sessions based on customer needs identified in discovery
|
Surface accounts that are engaged, identify potential hosts
|
|
Find & Develop Champions
|
Nurture Champions in the business, higher in the account; identify what's in it for them to help JMP grow
|
Support technically, show value of advanced techniques in JMP products
|
Surface users that are engaged and exhibit Champion traits (they want JMP to expand, they have credibility)
|
|
Use JMP Days
|
Host sessions, network higher in the account, build the vision for more usage across functional areas
|
Execute learning sessions based on customer needs identified in discovery
|
Identify, set up agenda planning sessions
|
|
Promote Discovery
|
Socialize the benefits of Discovery to higher level contacts in the business
|
Encourage power users to attend and submit papers to present
|
Socialize messaging broadly; inform every customer
|
|
Host JMP Discovered Sales Seminars
|
Strategize industries & accounts to target; host session
|
Deliver technical content
|
Create campaign, invite key users
|