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How to Find the TAM/Account Executive/Sales Engineer/Solutions Architect for an Account

You may need to contact the Technical Account Manager for any of the customers at Armory.  This can be because they are the official liaison for the company, or they have better visibility with the contacts in the company.

To get the record of truth with regards to which TAM is servicing a customer first use Salesforce.  If all else fails, you can either contact @tams or go to the appropriate Slack Channel for the Company +How are Armory’s Slack Channels Organized? 

Salesforce Account Lookup​

  • Log in to Salesforce via Okta* Click on the Apps grid icon in the upper left (3x3 dots)* Search for Opportunities* Click on the result* Search for the customer that you want to look up using the Search the List field* Look for the Customer Name with the “Land” or “Closed Won” marker.  The other ones are either pilots or lost bids.  Do not look them up using the “stage”** column*** Click on the opportunityClick on the Details Tab and you will see a list of the personnel assigned.  
  • Opportunity Owner (Account Executive)* Sales Engineer* Technical Account Manager* Solutions Architect

   

  • When you are done, close the tabs

View the assigned personnel via Salesforce Report​

In addition, you can also create a customized report that summarizes and pulls the data from all accounts in to a table. There is a pre-existing report at: https://armory.lightning.force.com/lightning/r/Report/00O5x000007mqwqEAA/view