Left Main
INSIDER SOPs
Unlocking Doors Through the Power of Data
v1.0 September 2024 •
TABLE OF CONTENTS
Intro to Left M in In ider Co unit
Left M in R I Overvie
Co unit Overvie
SOP Pur o
Bet Te tin Ob ectiv
Sco
In-Sco
Out-of-Sco
Gener Ti e in
Definition
B c o
Bet Te
Feedb c Loo
Gener Re e
D
Pi ot ree en
Pi ot Pro r
S ndbo
Ro e nd Re on ibi itie
Bet Te ter
Product Te
Procedure
O t-I
Onbo rdin
Te tin
Feedb c Sub i io
Bu Re o utio
F Q
Wh t i required to rtici te in the Left
M in In ider Pro r
How te e ber oin the Left
M in In ider Pro r
How do I re ort bu found durin bet te tin
Wi feedb c be i e ented
How often re bet fe ture u d ted
Wh t i the i ct on or when rtici tin in the Left M in c de
In ider Pro r ?
Intro to Left Main
INSIDER COMMUNITY
Left Main REI Overview
Left Main REI serves real estate professionals by providing more than just a CRM. Powered by Salesforce, the Left Main CRM is built with long-term growth and exponential scale in mind. Start with our out-of-the-box enterprise platform or work with our in-house Professional Services team for the ultimate real estate solution.
Community Overview
The Left Main Insider Community exists to benefit our most engaged customers, those excited to influence the future development of Left Main while also receiving early access and more hands-on training to the latest and greatest features.
SOPs Purpose
We could not be more thrilled to collaborate with you to help map the future of Left Main! We greatly respect your time and feedback. Our goal is to provide the enclosed standard operating procedures in the interest of setting expectations and making the beta testing experience as fun, engaging and streamlined as possible!
Beta Testing Objective
Provide new feature access early in the development lifecycle to a limited customer base, gather valuable user feedback, enable early bug identification and ensure the final product exceeds expectations.
SCOPE
In- cope
Lef M in REI is c ively developing new produc , curren ly c lled Proper y S les AI This produc ’s prim ry objec ive is o help our Cus omers find be er de ls f s er nd incre se profi s This ini i l produc offering is focused on u om ic lly iden ifying recen ly sold proper ies in your loc l m r e s h re lso c ive le ds nd/or oppor uni ies in your Lef M in CRM The Pilo version of Proper y S les AI includes he following ey fe ures
Iden ify recen ly sold proper ies in your loc l m r e
Sold proper y m ching g ins Le ds in your Lef M in CRM s ndbo
Sold proper y m ching g ins Oppor uni ies in your Lef M in CRM s ndbox
Out-of- cope
As he firs of hree developmen ph ses prior o gener l rele se, he Pilo version of Proper y S les AI will no include he following func ion li y
In- pp coun y subscrip ion m n gemen
Ac ively lis ed proper y d
Person d rel ed o de h, divorce, e c
Predic ive/forec s ing mech nism
Business me rics nd insigh s d shbo rd
SCOPE
General Timeline
Week 1: O boardi g (via Zoom
Q&A
Sandbox configuratio
Identify applicable counties to be used for anual syncing in Week
Schedule Week 2 call
Week 2: I itial Sy c a d Address Matchi g
Week : Wee ly Sold Property Import a d Address Matchi g
Week 4: Wee ly Sold Property Import a d Address Matchi g
Week 5: Wee ly Sold Property Import a d Address Matchi g
DEFINITIONS
Backlog
For the purposes of Left Main software development, backlog refers to the curated list of feature requests, improvements and bugs to be considered for development in the future.
Beta Test
A field test of the beta version of a product (such as software) especially by testers outside the company developing it that is conducted prior to commercial release. (Source)
Feedback Loop
The continuous process of collecting, analyzing, and acting on feedback from Beta Testers during the Pilot period to improve the final product.
General Release
The point at which software improvements and/or bug fixes are made widely available to all customers. Access may vary depending on subscription options.
DEFINITIONS
NDA
A contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together. Short for non-disclosure agreement, the NDA is the confidentiality agreement executed between Left Main REI and Customer.
Pilot Agreement
The terms and conditions agreement executed between Left Main REI and Customer.
Pilot Program
The Property Sales.AI “Sold Property” Pilot Program is an invite-only program to existing Left Main REI customers that provides early access to a new product under development. The Pilot Program is designed to allow the Customer to use the early and limited version of the Property Sales.AI “Sold Property” product prior to its general release.
Sandbox
Each Left Main org has 1 partial copy Sandbox license by default, which contains your production org’s metadata and selected data that you define in your Sandbox template. (Source)
ROLES + RESPONSIBILITIES
Beta Testers
o n ur a ucc ful Pilot Program and cu tom r xp ri nc , by participating in th Pilot Program, th Cu tom r agr to th following ta t r r pon ibiliti
Provid a point of contact that i availabl for vid o phon call through th program. h xp ctation i approximat ly 2 hour p r w
Provid L ft Main Sy t m Admin acc to a Sandbox nvironm nt that i ith r a partial or full copy andbox with at l a t 2,000 l ad or opportuniti in aggr gat and no mor than 10,000 l ad or opportuniti in aggr gat
Att nd ch dul d r vi w m ting to di cu xp ri nc , probl m , and ugg tion
R vi w any training docum ntation provid
Abid any x cut d NDA or contract r quir d to participat , a applicable
Product Team
o n ur a ucc ful Pilot Program and cu tom r xp ri nc , th Product am i committ d to th following r pon ibiliti
R vi w and prioritiz f dback for pot ntial incorporation into th final produc
Monitor and triag bug tracking ubmi ion , n uring tim ly r olution and or f dback on r port d probl m
Provid t chnical a i tanc to ta t r
Addr acc i u and h lp troubl hoot probl m during t ting
PROCEDURES
Opt-In
Fu y execu e e ND and i o gree en
On oa din
Be a Te er( provide acce o e be a environ en (par ia copy
Sandbox roduc Tea de iver nece ary raining and a eria roduc Tea en ure a par icipan under and e goa and cope of e e
Te ting
T e produc you are e ing i no 100% bug-free. I a been e ed by our in- ou e a p a e er , and run roug our QC proce , bu i ay i ave i ue . T e re pon ibi i y of e e er i a fo o
Conduc e a per e defined cop
Docu en and repor any bug or i ue re a ed o naviga ion, u er in erface, func iona i y, e c
U e provided oo and p a for for i ue racking and feedback ub i ion
PROCEDURES
Feedback Submission
bug tracking form
ssu s may b submitt d using th provid d or by mailing
product@leftmainrei.com
Fill in as many d tails as possibl with ach submission, as f dback is w lcom d in th form of t t, scr nshots, vid o or Scrib
Doc m nt. What rror m ssag s did you r c iv Can you r plicat th st ps tak n that caus d th issu in a vid o v rity. s th issu cosm tic Or do s it halt your workflow What is th impact on your busin ss gg stions. How would you propos r solving th issu or improving th product
Ov rvi w. What is your ov rall opinion in th curr nt stat and wh r it’s h ad d
this form
Pl as only us for th associat d b ta f atur , as such bugs ar rout d dir ctly to th product t am assign d to th f atur
Pl as do not submit b ta f atur issu s through normal Custom r Support chann ls
Participat in sch dul d f dback s ssions or surv y vi w f dback outcom s shar d by th Product T am
PROCEDURES
B g Resol tio
roduct Tea track the tatu of re orted i ue Beta Te ter( ) rovide additional infor ation if needed by the develo ent tea
roduct Tea verifie re olved bug and confir they are fixed in ub equent releases
FAQs
What is required to participate in the Left Main Insider Program?
The Left Main Insider Program is a beta testing community that allows select users to test new features and provide feedback before a wider release. Depending on the beta feature being tested, participation in the program may be invite-only or extended to Left Main customers to opt in via waiting list form.
How may my team members join the Left Main Insider Program?
Interested users are welcome to participate in the program at your discretion, assuming they have the org permissions required to access the beta feature. As a member of your team, they are subject to the same guidelines illustrated in the Insider SOPs, Pilot Agreement and NDA as applicable.
How do I report bugs found during beta testing?
Use the provided and fill in as many details as possible. Please only use this form for the associated beta feature, as such bugs are routed directly to the product team assigned to the feature, and follow the guidelines for documenting and describing the issue. bug tracking form
FAQs
Will my feedback be implemented?
All feedback is reviewed by the product team and prioritized based on impact and feasibility. While not all suggestions may be implemented, they are all considered.
How often are beta features updated?
Updates are rolled out based on Left Main REI’s development lifecycle and with consideration to other priorities. Testers are informed of updates to beta releases as they occur.
What is the impact on my org when participating in the Left Main Insider Program?
Per Salesforce best practices, beta features are tested in your org’s Sandbox environment as often as possible. By default, each Left Main org has 1 partial copy Sandbox license. We will discuss alternatives on a caseby-case basis in the event that you’re already using this license and don’t want beta features deployed to that environment. Utilizing a Sandbox environment is the preferred method of testing, as it poses no risks to your production org.