About This File
JEFE is the CRM for all TIBCO business units and it used for creating opportunities, quotes, and it captures all transactions. JEFE is designed with automations in mind that allow the sales team to spend less time on administrator effort and more time building relationships with customers. This page contains resources and videos that can help guide you in various quoting scenarios in JEFE.
JEFE Salesforce - How to Videos
Opportunity
Quoting
ATS/Customer Success
Legacy
Webinars
GTM Enhancements in JEFE (February 2024)
Agenda
- Which system to use?
- Difference between credit rebill and mid term amendment
- Credit Rebill
- Mid - Term Amendment
- Customer Master changes
- Billing Schedule Creation
Related Resources
Contact