Internal OM Admin Guide

Sales demo videos that walk through the story of a Rep + Manager using OM during their daily operating rhythm. Can be shared with a client pre-sale or as pre-work for an implementation call.

Contains all implementation decks & resources that are sent post-implementation call for either standard OM or AppExchange OM. Resources include best practices guides, UAT guides, tech specs sheet, etc.

This post contains links to the user guides, which contain the relevant video series listed below.

Video Series for Managers on how to leverage Opportunity Manager during coaching sessions to help Reps grow their understanding of the methodologies and close more deals.

Internal Only SharePoint Files: Opportunity Manager Opportunity Coaching Video Series

Note: Client-shareable video links from the original Notion page were embedded video blocks and could not be exported as plain URLs — please pull these directly from Notion if needed.

Video series on how to leverage the Relationship Mapper to win more deals from either a Rep or Manager's Coaching perspective.

Internal Only SharePoint Files: Opportunity Manager Relationship Mapping Video Series

Video series on how to use each part of Opportunity Manager. For example, how to fill in the CoM Value Card or Guided Assessment.

Internal Only SharePoint Files: Opportunity Manager "How To" Video Series

Note: Client-shareable video links are embedded in the subpages of the OM User Guides in Notion.

Mary-Charlotte Noxon. If Mary Charlotte is out, the SA's are trained as backup. To request Mary Charlotte's availability for an OM pre-sale demo, submit the "Request Client Demo" workflow within the #request-technologies Slack channel. Typically, a Seller will submit this request.

Joseph Garrigan. To request Joseph's availability for an OM Implementation Call, submit the "Request OM Implementation" workflow within the #request-technologies Slack channel. Typically, a CS Consultant will submit this request.

Joseph Garrigan. Send Joseph a Slack DM requesting access with a short description of what you plan to use the sandbox for.

Joseph Garrigan. Submit an IT Jira ticket under the topic "Salesforce: Internal SFDC Support."

Joseph Garrigan, Morgan Haley, Paul Giaconia. Reach out to any/all via Slack with a description of the enhancement request.