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Migration Process for Legacy Clients
Underlined, bold, & italicized steps are automated. All others are manual steps. Client Requests to migrate to Rubex from CSM/CAE CSM/CAE creates amendment/renewal that includes migration from their legacy product to Rubex CSM/CAE close wins an ...
Roles in Migration Process
Professional Services Monitor clients that have a migration on a renewal or amendment via Salesforce reporting Test migrations Report any failed migrations Schedule and record Desktop and Rubex Private Cloud migrations on the client Migration Order, as t...
New York Life Agents that opt into Sales Central
All EFCO NYL Agents need to be migrated to Rubex Hosted Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains “New York Life - Agent” This drives the Rubex Growth product configuration to al...
New York Agents that DO NOT opt into Sales Central
Pricing Information: when agents work with us directly their price will automatically be set to $660, no exceptions All EFCO NYL Agents need to be migrated to Rubex Hosted Make sure that the "Partner" field on the Account and the "Partner" field in the...
New York Life Renewals
Click here to go to New York Life renewal information
Agents opted into Sales Central vs. Agents who have NOT opted in
Agents opted in who also had an account with us at the time they opted in: The agent will pay for their subscription directly to New York Life Their initial renewal opportunity will be $0 charge, with an end date that matches the corporate New York Life co...
Duplicate Opps
Rename all duplicate opps as “Duplicate” and mark as “closed lost” Any opps with a date of 2023 should stay open.
Caselle Accounts
Renew them on their current products with a $0 opportunity. Submit to finance right away
Rubex Hosted
Growth team: use “Generic” sequence in Outreach Build quote Send DocuSign Follow through to Closed Won
Rubex Private Cloud
We are trying to move all RPC clients to Rubex Hosted Build quote Send DocuSign with RPC information Start the discussion about moving to Rubex Hosted Follow through to Closed Won
Who to contact for all the things!
Click this link to go to original article with this information
SecureDrawer
SMB group: use “EFCO to Rubex” sequence CSM will create a "migrate to Rubex" quote for SecureDrawer clients and manage all communication Add to Opportunity name SecureDrawer to Rubex & Renewal 2022 Which package to choose? 5 user...
New York Life Migration Information
under construction...
New Logo Assignments
Strategic Team (link to official territory map) Northeast: Jordan Alfieri Southeast: Jordan Alfieri Southwest/ South Central: Fil Filimoeatu Midwest: Eliza Borysiuk Pacific: Dallas Erickson Growth Team Round-robin assignment
Chili Piper Set Up
Click this link to find who to contact to get your Chili Piper account set up View this video from Chili Piper on setting up the basics Be sure that the following integrations are set up: Salesforce, Gmail, Google Calendar, and Zoom Be sure your schedule ex...
LastPass Set Up
Click this link for information on setting up and using LastPass
Zoom Set Up
Click this link for information on setting up and using Zoom
Office 365 Set Up
Click here for information around setting up and using Office 365
Outreach Set Up
Click this link to find who you need to contact to get your Outreach account set up
Rubex Employee Account
Click this link to find out who to contact to get your Rubex account set up