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PARTNER PORTAL

QUICK START LINKS

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SCOPING CALL

PROCESS

InterOperate's Scoping Team discusses pain points, goals, use case, and integration architecture with client to determine complexity and timeline of integration.

MediaValet AE/CSM invited but not required to attend scoping call or any calls thereafter. IO will discuss with AE/CSM who will be sending scope & proposal to client.

ACTION

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InterOperate manages all follow-up and sales communications until deal is won.

Once SOLD, InterOperate also manages all delivery, maintenance, and all things integration for the first year, until renewal.

MediaValet AE/CSM will be CC'd on all communication with client. Internal MV+IO communication will take place in individual client-dedicated Slack channel (IO Created). 

If client contacts MediaValet for anything Integration related, redirect to Michael Blakely.

PROCESS

ACTION

FOLLOW-UP & DELIVERY

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IS IT CUSTOM OR OOB?

CUSTOM INTEGRATION

Continue onto next step

If you prefer to fill out the Pre-Discovery Questionnaire while on the phone with the client, use the link below

OPTIONAL FOR CUSTOM

No need for a Pre-Discovery Scoping Questionnaire or to set up scoping call unless specifically requested

OUT OF BOX

CLIENT INTRODUCTION

MediaValet AE/CSM sends client Introduction Email Template introducing InterOperate & CC's Michael Blakely

ACTION

IO "GET STARTED" EMAIL

PROCESS

Michael, CEO of InterOperate, responds to MV sent Introduction Email to client with a "Hello" and next steps. CC's MV AE/CSM

His email includes a link to Pre-Discovery Questionnaire for client to complete & link to a shared calendar for client to schedule scoping call.

WHAT'S INCLUDED?

PROCESS

Got a client interested in learning more about integrations? 

WOOHOO

MediaValet AE/CSM Submits Opportunity Request Form using link below 

InterOperate creates client-specific dedicated slack channel for internal communication

ACTION

OPPORTUNITY IDENTIFIED

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OPPORTUNITY PROCESS + LINKS

Hover over each step to learn more!

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WHO IS INTEROPERATE?

MediaValet + InterOperate general partnership overview for AE/CSMs & to send clients

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NEED HELP IDENTIFYING?

Battle Card to help AE/CSMs pinpoint when a client needs an integration, and how they can help

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UNSURE WHERE TO START?

Do you integrate with ___ platform? Will my client need an Out-Of-Box or Custom Integration?

EXPLAINER VIDEOS

HIGH-LEVEL VALUE OVERVIEWS

GENERAL INTEGRATIONS

WORK MANAGEMENT

MARKETING AUTOMATION/CRM

INDIVIDUAL OUT-OF-BOX
INTEGRATION WALK-THROUGHS

MEDIAVALET + SALESFORCE

MEDIAVALET + ASANA

 

NEW OPPORTUNITY SUBMISSION FORM