Partner Training Materials & Knowledge Base

1. Marketing materials

1. Site Banners

2. Product Descriptions

3. Case implementation ChatGPT template

4. Demo link

5. Promotional videos (0.5, 1, 2 mins)

6. YouTube channel

7. Email swipes and funnels

8. Benefits of RedmineUP solution

9. PM soft Buying Guide

10. RedmineUP Brand Design Guide

2. Marketing activities

Together with direct advertising, we recommend creating a warming up sales funnel. For the funnel the first step might be some attractive lead magnet e.g:

• Free plugins to download
• Free demo account
• Free PM soft buying guide
• PM Soft comparison articles
• Free audit and consulting

Efficient marketing activities

1. Post a case of implementation on your site blog
2. Place a banner on your site
3. Send series of emails to email subscribers
4. Direct email advertising to potential customers
5. Promote Redmine consulting services on special resources

3. Training and knowledge base

Basic level - Sales Only

Potential questions and answers for pre-sale process

1) What you can sell - example of services

• System and business processes setup
• Business Process consulting
• Reports creation and customisation
• Support in transfer to Redmine
• End-user training
• Administrator training
• Integration analysis
• System maintenance
• Business Process Support

2) Available roles and account permissions

Roles and Permissions

Manager role

3) Cloud or On-premises - how to choose?

Which Redmine to choose: Self-Hosted or in the Cloud

Reasons to migrate on-premises Redmine to cloud hosting

4) Plugins and what are they for?

Features and benefits of RedmineUP plugins

Redmine Plugins Installation Guides

5) How to setup a tracker workflow?

Setup Tracker Workflow - statuses and permissions

6) Plugins basic functionality description

Agile plugin

Enhances project management efficiency with Agile and Scrum methodologies, enabling better task organization and team collaboration.

Helpdesk plugin

Streamlines customer support processes, facilitating ticket management, prioritization, and resolution tracking for efficient customer service.

Invoices plugin

Simplifies invoicing workflows, allowing for easy generation, tracking, and management of invoices directly from the project management platform.

CRM plugin

Optimizes client relationship management, centralizing customer information, interactions, and follow-ups to improve communication and enhance business relationships.

Checklists plugin

Enhances task management and quality control by incorporating checklist functionalities, enabling users to create, track, and complete task-related checklists within projects.

Reporter plugin

Gives deeper insights into project performance and progress through customizable reporting tools, facilitating data visualization, analysis, and decision-making.

Finance plugin

Helps to manage financial aspects of projects, including budget tracking, expense management, and financial reporting, to ensure project profitability and fiscal transparency.

Expert level - Sales & Consulting

Help & Support Center is the best source for all required guides on installation and other details

We recommend to get acknowledged with the following topics:

Installation of Redmine

Installation on Linux

Installation of plugins

Custom fields

Customizing the workflow

Customizing roles and permissions

Troubleshooting