Commercial

Sales and Quoting Tools

• Delegation of Authority
• Corporate guidelines on ARR growth
• Spotfire_Jaspersoft Pricing sheet
• Pricebook (dashboard)
• Products Mapping
• Close plan
• Extended Support process
• Short Term Extension request form
• Credit/Rebill process
• Renewal Ops Request form (billing, asset transfer/splits, currency change)
• CRM Ops request form (new account, name change, account merge)
• Deployment reporting templates
• PO requirement (FAQ document)
• PO exception Google sheet tracker
• Maintenance termination template

Sales Process

• Sales Process (sales stages)
• FY 24 Strategic Deal Review Summary
• Waterfall example
• Deal Based Forecasting (DBF)
• Responsibilities (Sales Hygiene, Opportunity Plan, Customer Success)

Contract Tools

• Commercial Clause Library
• Cloud Software T&Cs

Reference files

• TIBCO and Citrix Acronyms
• Fiscal Calendar 2024
• Spotfire FAQ
• Spotfire GtM 2024
• 2024-Q2 Commercial Order Management & Operations Q-End Playbook
• Commissions tutorial

Sales Systems and Reporting

Reporting

• Dashboards (TIBCO Corporate dashboard landing page)
• EAR Dashboard (Spotfire dashboard for Forecasting)
• Customer 360 (Power BI)
• License Rights and Compliance dashboard
• Weekly Sales Forecast
• SR dashboard

Systems

• Jefe
• Partner Quoting Portal (PQP)
• PQP training slides
• Malbek

Sales Comp

• Comp plan
• H1 Comp FAQ (Spotfire)
• 2024 Sales Incentives (Spotfire)

Sales Support

• Spotfire Sales Ops Handbook
• Jefe "How to"
• Statistica - Concurrent User to Named User conversion
• Statistica - Concurrent User to Named User conversion recording (code o^S40yP$)

Sales Operations team

Sales Ops contacts

Jeannette Israelson: jeannette.israelson@cloud.com (US)

Guillaume Etchemendigaray :guillaume.etchemendigaray@cloud.com (Ireland)

Marina Siegl: marina.siegl@cloud.com (Germany)

Rene Kuiper: rene.kuiper@cloud.com (England)

Sales ops holiday

Sales Operations sessions

Sales ops session 15 Feb 2024 (Spotfire): Slides, Recording (Passcode: Ka0#v!u8), H1 Comp FAQ

Sales Ops session 11 Feb 2024 (Jaspersoft): Slides

Sales Ops session 20 March 2024 (Spotfire):

Sales Ops Session 3 April 2024 (Spotfire): Slides

Sales Ops session 8 April 2024 (Jaspersoft): Slides

Sales ops session 17 April 2024 (Spotfire): Slides, Recording (pass code Tt6u#k?$)

Sales Ops session 22 April 2024 (Jaspersoft): Slides

Sales Ops session 1 May 2024 (Spotfire): Slides, Recording (pass code G2=y?wqN)

Sales Ops session 7 May 2024 (Jaspersoft): Slides

Sales Ops session 15 May 2024 (Spotfire): Slides

Sales Ops session 12 June 2024 (Spotfire): Slides