My mom provided a rough outline of a process that would help her sales team. The next step is to translate this to Salesforce terms. Start with the basic questions:
- What is the end goal of the process? Automate tasks for opportunities
- Which object should trigger the process? Opportunities
- Are multiple tools needed? Process Builder, Chatter, Email Alerts & templates
- What should drive the order of your process? Opportunity stages
Items for each opportunity stage - Translating the Process:
- Prospecting - If an opportunity for a new customer is opened, associate all open tasks on the account with that opportunity. (Opportunities can open in several stages)
- Evaluating - Same as above.
- Quote - same as above.
- If the opportunity is over $20,000, post to a chatter group.
- Invoiced
- Close any open tasks.
- Add task for invoice follow up
- Add task to extend trial licenses. (I added this for mom even though she didn’t ask for it!)
- Closed/won
- Notify the opportunity owner that the deal has been won.
- If it’s a new deal, add new customer on-boarding tasks plus a mid-year follow up task.
- If it’s a renewal opportunity, add renewal follow-up tasks.
- For big deals - over $10,000 post to the chatter group.
- Close any task related to the opportunity
- Closed/lost
- Close any task related to the opportunity.
- Notify opportunity owner when it’s time to check back in on the deal.
- Notify the sales manager with the closed / loss reason.
Now that the process is organized, we are finally ready to start clicking!
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