In Sales, we describe a broad structure for working with communities:
Simplified sales process
This section describes what Delivery means for 2i2c.
Sales to Delivery¶
Business Development uses HubSpot as the source of truth for the development of agreements with communities - see Customer Relationship Management (CRM) for our team’s guide. In HubSpot, these records are called deals and each represents a transaction with a contact or company. Each deal tracks potential revenue through various stages of the sales process until it is marked as won or lost.
Pipelines for deals¶
Refer to the HubSpot and CRM guide document for a list of the current Pipelines for Deal.
Delivery to Renewal¶
During the Delivery phase, 2i2c completes the work as defined in the Service Agreement or Purchase Order agreed to in the Deal. We call the overall scope of work an Engagement.
The goal of an Engagement is to provide value to our communities.
See the Renewal Membership Sales section in the HubSpot and CRM guide document for more information.
Cloud Budget Alerts¶
On AWS, we set up Budget alerts to trigger actions (sent to support+<community>@2i2c.org) when the budget threshhold is exceeded.
Renewal¶
See the RENEWAL AUTOMATION in the HubSpot and CRM guide document for more information.