{"id":27628,"date":"2020-01-20T12:13:07","date_gmt":"2020-01-20T12:13:07","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=27628"},"modified":"2020-01-20T12:13:08","modified_gmt":"2020-01-20T12:13:08","slug":"taking-over-from-sales-representative","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/pl\/onboarding\/taking-over-from-sales-representative\/","title":{"rendered":"Taking over from Sales representative"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; custom_margin=&#8221;|auto|-51px|auto||&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.26.5&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>Taking over from the Sales representative<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">Anyone who starts a new implementation must complete the following steps:<\/p>\n<p style=\"text-align: justify;\">1.\u00a0<strong>Decide who will onboard the company and create the Job.\u00a0<\/strong><\/p>\n<p style=\"text-align: justify;\">Deadline should be determined according to the date when the client is considering launching full Teamogy operation.\u00a0The order should also include: Signed order,\u00a0the budget should determine how many hours are sold,\u00a0any other specifications of the contract should be included in either the comments or attachments. Remember the fact, that you must give access to the Job to other people (onboarding and support) who will work on the Job.\u00a0If the company already has a clan, then it is necessary that the link to the clan is in the job.<\/p>\n<p style=\"text-align: justify;\">2.\u00a0<strong>Key persons of the client<\/strong><\/p>\n<p style=\"text-align: justify;\">Who are the key people of the client &#8211; they should be entered in Teamogy contacts.<\/p>\n<p style=\"text-align: justify;\">3. <strong>Official mail<\/strong><\/p>\n<p style=\"text-align: justify;\">The Sales representative should finish the entire business process with an official e-mail, in which he will inform the client who will take care of it &#8211; their Onboarding manager.<\/p>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_bg_layout_light  et_pb_text_align_left\">\n<div class=\"et_pb_text_inner\">\n<p>Here is a sample of what the official mail looks like:<\/p>\n<blockquote>\n<p style=\"text-align: justify;\"><em>Dear Mr. his name\/Mrs. her name\/Ms. her name<\/em><\/p>\n<p style=\"text-align: justify;\"><em>I am writting you in regards of our agreement of Teamogy implementation in your company. Let me introduce you, who will take care of smooth process your whole company Onboarding. I would like to introduce you your Onboarding manager, who is my best colleague his name or her name, who has a lot of experience with implementation of our system. He will take care of you very well.\u00a0<\/em><\/p>\n<p style=\"text-align: justify;\"><i>Name of the Onboarding manager will get in touch with you in few hours or days and you will launch tne Onboarding process.\u00a0He\/She already has all the documents that are crucial for Onboarding.\u00a0<\/i><\/p>\n<p style=\"text-align: justify;\"><i>If you have any issues, do not hesitate to contact me.\u00a0I will be available to you at any time. I wish you successfull Onboarding.\u00a0I really appreciate the time you have given me.<\/i><\/p>\n<p style=\"text-align: justify;\"><i>Yours Sincerely<\/i><\/p>\n<p style=\"text-align: justify;\"><i>XXX XXX<\/i><\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_2&#8243; _builder_version=&#8221;3.26.5&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Taking over from the Sales representativeAnyone who starts a new implementation must complete the following steps: 1.\u00a0Decide who will onboard the company and create the Job.\u00a0 Deadline should be determined according to the date when the client is considering launching full Teamogy operation.\u00a0The order should also include: Signed order,\u00a0the budget should determine how many hours [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[67],"tags":[],"class_list":["post-27628","post","type-post","status-publish","format-standard","hentry","category-onboarding"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/27628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/comments?post=27628"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/27628\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/media?parent=27628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/categories?post=27628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/tags?post=27628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}