Topic Name: JMP Days
Representative: Kathy Walker
Steering Committee Member: Jeff Perkinson
Date: 07/21/21
Section 1: Takeaways
- Support and maintain current JMP users in an organization to ensure they are getting the most out of their JMP investment.
- Develop the relationship between JMP and the specific organization.
- Expand JMP usage by expanding the vision of what JMP can do.
- Inspire the interest to learn more.
- Make users aware of JMP’s capabilities and potential applications at the organization.
- Currently all JMP Days are virtual due to COVID-19.
Section 2: Important Topic Links/Learning Resources
Section 3: High-Level Process Steps
How to Request a JMP Day
- Contact Kathy Walker with organization name, champion contact information and suggested time frame
- Kathy will get back to you to discuss next steps and then she will set up a meeting with herself, champion and sales team
Section 4: Key Contacts
- Kathy Walker, JMP Customer Care Advocate Manager
- Jeff Perkinson, Director JMP Customer Care
Section 5: Customer Care Presenters
- Jeff Perkinson, JMP Customer Care Manager
- Stan Koprowski, JMP Customer Care Systems Engineer
Section 6: JMP Day Roles and Responsibilities
- Customer Care is responsible for planning and executing the JMP Day.
- Conduit for planning
- Determines resources
- Invites out of territory SE(s)
- Enters JMP Day into Salesforce
- Enters JMP Day deliverables into SIM
- Creates and sends topic interest survey
- Sends topic interest survey results to team
- Coordinates calls to discuss JMP Day
- Works with SE(s) on agenda
- Coordinates with customer champion on catering and shipping items (when in-person)
- Requests JMP Day items to be shipped via Sales Support
- Creates email invitation and registration pages
- Sends weekly registration reports to team
- Creates post-event survey and sends to registrants
- Sends post-event survey results
- AE/Inside Sales is responsible for levering the JMP Day into a new opportunity.
- Identify target organizations
- Identify champion(s) at organization
- Search for new opportunity around the JMP Day
- Assist in recruiting for the event
- Communicate the value of JMP within the organization with executive sponsors
- Recruits prospects to the JMP Day
- Plan and execute prospecting demos as part of the JMP Day
- Can act as MC/host for JMP Day
- Coordinate executive-level meetings (Sall, Weisz, Richardson)
- Follow up on opportunities from JMP Day
- SE and Technical Enablement Team are a conduit for technical communications and planning.
- Present at JMP Day
- Advises on agenda
- Identify champion(s) at organization
- Consults with champion on specific content
- Collect software feedback
- Marketing Communications is responsible for written messaging and promoting the value of the JMP Day.
- Writing and editing abstracts, bios, promotional materials, emails, registration pages and other items as needed
- Customer Champion is needed to make the JMP Day a success.
- Secures onsite conference room
- Deploys topic interest survey
- Deploys JMP Day email invitation
- Helps coordinate catering
- Provides shipping address/contact name
- Offers agenda input
- Assists AE with executive sponsors
- Assists AE with recruiting prospects
- Main contact for any JMP Day questions
