TechAdvisor & Account Coordinator Salesforce.com Training

Transcription

1 TechAdvisor & Account Coordinator Salesforce.com Training 1

2 TABLE OF CONTENTS I. First-Time User... 3 Log Into Salesforce.com... 3 Setup Salesforce.com... 3 II. Salesforce.com Tabs... 6 Home... 6 Contacts... 6 Add Contact... 6 Delete Contact... 9 Edit Contact Accounts Add Account Delete Account Edit Account Contracts Add Contract Insert Signed Contract Projects Add Project Add Solutions for Created Project Create Opportunities for Vendor Solutions

3 I. FIRST-TIME USER LOG INTO SALESFORCE.COM If you don t yet have your User Name for Salesforce.com, contact your manager. 1. Navigate to using Mozilla Firefox. 2. Type in your User Name and Password. Note: Check Remember User Name. 3. Click on Log in to Salesforce. SETUP SALESFORCE.COM Follow the directions to properly set up your view of Salesforce.com 1. Be sure you are using the Sales mode in the top right corner. 2. If you are not in Sales mode, simply click on the white down arrow and choose Sales from the drop-down list. 3

4 3. Click on the + icon next to the tabs 4. Click on Customize My Tabs on the right side of page 5. Remove all Selected Tabs. Your screen should now look like this: 4

5 6. Insert the following tabs in order: a. Contacts b. Accounts c. Contracts d. Projects e. Opportunities f. Vendor Categories g. Tech Advisor Tags h. Q&A i. Chatter 7. Click on Save. 8. Your tabs should now look like this: 5

6 II. SALESFORCE.COM TABS HOME The Home tab is the first screen shown after you log into Salesforce.com. It allows you to quickly look at your Chatter Feed, Tasks and Calendar information. CONTACTS The Contacts tab allows you to add, view and delete contact information. You also have the ability to view and create Tasks, Events, Meeting Requests (Soft Cal Invites), Calls, s, Notes & Attachments, Opportunities and Projects. We will cover the latter in the Features section of this manual. Add Contact 1. Click on the Contacts Tab 2. Click on New 3. Fill in the following information: i. First Name 6

7 ii. Last Name iii. Title iv. v. Phone vi. Tech Advisor Tag (If Necessary) vii. Five9 Notes (If Necessary) 4. Fill in the Account Name by: i. Clicking on the magnifying glass to the right of Account Name textbox ii. iii. A new pop-up window will appear Type in the Contact s company name inside the Search field and click Go. iv. If the company exists, click on their Account Name and skip to step vii. 7

8 v. If the company does not exist, click on New. vi. vii. Fill in the following and click Save: i. Account Name (Company/Vendor Name) ii. Billing Address iii. City iv. State v. Zip/Postal Code vi. Country vii. Phone Click Save to save the new contact. 8

9 Delete Contact 1. Search for Contact name in the search box 2. Open the Contact s information 3. Click on Delete 4. If you are sure, click OK. 9

10 Edit Contact 1. Search for Contact name in the search box 2. Open Contact s information 3. If you need to only change a single field within the contact detail, you can hover over the field and double click or click on the pencil on the right hand side. ACCOUNTS The Accounts tab allows you to add, view and delete account information. You also have the ability to view and create Contacts, Contracts, Opportunities, Projects, Vendor Solutions, Tasks, Events, Calls, s, and Notes & Attachments. We will cover the latter in the Features section of this manual. Add Account 1. Click on the Accounts tab. 2. Click on New 3. Fill in the following information: i. Account Name (Company/Vendor Name) ii. Phone iii. Vendor Type (If Necessary) iv. Referral Link (If Vendor Type is listed as Referral Program) 10

11 v. Payment Terms (If Necessary) vi. Vendor Category (If Necessary) vii. Billing Street viii. Billing City ix. Billing State/Province x. Billing Zip/Postal Code xi. Billing Country 4. Click on Copy Billing Address to Shipping Address 5. Click Save to save the new account. Delete Account 1. Search for Account name in search box 2. Click and open the Account 3. Click on Delete 4. If you are sure, click OK. Edit Account 1. Search for Account name in the search box 2. Open Account s information 3. If you need to change a single field, hover over the field and double click or click on the pencil on the right and side. Otherwise, just click on Edit. 11

12 CONTRACTS The Contracts tab allows you to add, view and insert signed contracts. Each contract will be linked with a Vendor Account that we have successfully created terms with. Add Contract 1. Click on the Contracts tab. 2. Click on New 3. Fill in the following: i. Account Name (Name of Vendor) ii. Contract Start Date (Date written in contract) iii. Contract Term (In Months) iv. Owner Expiration Notice (Set to 30 Days) v. Billing information should populate based on the correct Account Name. vi. Special Terms (If Necessary) vii. Description (If Necessary) viii. Customer Signed By (Contact at Vendor who signed TechnologyAdvice contract) ix. Customer Signed Title x. Customer Signed Date xi. Company Signed By (Employee of TechnologyAdvice who signed contract) xii. Company Signed Date 12

13 4. Click Save to save the new contract. 5. Browser will automatically refresh with new contract information, click on Activate to turn on the contract within Salesforce.com 6. Immediately continue to the next section Insert Signed Contract. 13

14 Insert Signed Contract ***Make sure the signed contract is in PDF Format on your PC*** 1. Newly created contract should be visible, if not, search for contract created. 2. Click on Attach File, located at bottom of page in the Notes & Attachments section. 3. Click on Browse to locate the signed contract PDF on your PC 4. Once located, click on Attach file 5. Repeat steps 3 and 4 to attach multiple PDF files 6. Click on Done 14

15 7. Go to Account Name associated with the newly created Contract and update the Vendor Type and Payment Terms fields. PROJECTS The Projects tab allows you to add, view and edit projects. Each project will be linked with a Vendor Category, Account Name and Contact that we have successfully created terms with. Add Project 1. Click the Projects tab. 2. Click on New. 3. Fill in the following information: i. Account Name (Name of Contact s Company) ii. Contact Name iii. Vendor Category (Category of Initiative) 15

16 iv. If Other (Only of Other is chosen in Vendor Category) v. Current Setup vi. Current Setup Issues vii. Features Needed in Solution viii. Number of Users ix. Timeframe x. Preferred Budget xi. Additional Notes (If Applicable) 4. Click Save to save the new Project. 5. If you click on your Home tab, you will now realize there is a new task created. i. This task reminds you that you have two days to research and find viable solutions for the Project. Add Solutions for Created Project 1. Click on your Home tab and locate the Project under the My Tasks dashboard. 2. Click on the Project Number under that Related To column that corresponds to project you have researched. 16

17 3. Fill out the information under the Vendor Solutions section as necessary: i. If Other is not selected in the Vendor Category field above then proceed filling out the following: i. Vendor Solution 1 and Product Name/Reason ii. Vendor Solution 2 and Product Name/Reason (If Applicable) iii. Vendor Solution 3 and Product Name/Reason (If Applicable) ii. If Other is selected in the Vendor Category field above then proceed filling out the following: i. Other Vendor Solution 1 and Product Name/Reason ii. Other Vendor Solution 1 and Product Name/Reason (If Applicable) iii. Other Vendor Solution 1 and Product Name/Reason (If Applicable) 4. Click on Save. 5. Immediately continue to the next section Create Opportunities for Vendor Solutions. Create Opportunities for Vendor Solutions *** You will need to make a New Opportunity for each Vendor in Vendor Solution*** 1. Click on New Opportunity at the bottom of the Project page. 2. Fill in the following information: i. Opportunity Name (Name of Contact s Account) ii. Contact Name (Name of Contact at Vendor) iii. Account Name (Name of Vendor) iv. Close Date (Set date one month from created date) v. Stage (Choose one of the following): i. If Vendor Type (On Account page) is Pay Per Lead, choose Closed Won 17

18 ii. If Vendor Type (On Account page) is Pay Per Closed Lead, choose Value Proposition iii. If Vendor Type (On Account page) is Referral, choose Value Proposition vi. Amount (If we have an agreement in place with the Vendor, put in the amount of money we can/will get) vii. Click on Save. 18