SE Playbook

🔬 Scope: SEs engage in deals (typically during Stage 2-6) to act as a trusted advisor and help our prospects & customers confirm the solution and technical fit.

When should an SE get involved? If there is no opportunity in SFDC, it is likely too early.

Note: This is merely a guide. The level of engagement and effort should rely on many factors including (but not limited to) opportunity size and stage, future upsell opportunity size, executive sponsorship, company profile, etc. SEs should work with AEs to prioritize the opportunities that are in our pipeline.

ℹ️ How to get an SE on a deal:

👉 Jump to

Stage 1: Identifying an Opportunity

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