Salesforce Tutorial Quote. Create new Account: 1. From homepage select the Accounts Tab.

Transcription

1 Salesforce Tutorial Quote Create new Account: 1. From homepage select the Accounts Tab. 2. From Accounts page select New. (Select person account for residential accounts). The quote tool only works for residential customers. For commercial proposals, we suggest using 3. Select continue on following page.

2 4. Fill out account information 5. Press SAVE

3 Creating a new Project 6. Scroll down page then select NEW PROJECT.

4 The name of the project is typically the last name of the home owner + Residence so Smith Residence 7. Fill out New Project page. Pay particular attention to monthly usage, this directly impacts the percentage of bill offset. Close date is a required field, enter the date you think you will sign the contract with the customer. It is just a guess at this point. When in doubt, enter 30days from today. 8. Click the Save Button. Monthly USAGE

5 Creating a New Quote 9. Scroll down the following page and select New Quote.

6 How to select your SunGen Packages 10. The Quote page has many key components as well as many useful tools. It is important that all fields are filled out ACCURATELY! 11. The first step is to choose the proper SunGen package on the quote. Typically we want to offer 50%, 75% and 100% options each one will be a separate quote on the project. Note: to accurately give a customer a proposal with 3 options, you need ONE project and THREE quotes against that project. ACCOUNT PROJECT Quote #1 Quote #2 Quote #3 12. As a new SUN Advisor, it is difficult to determine which package is right for the customer, there are 2 major considerations: a. The roof space of the customer s home (i.e. how many panels can you fit on the roof). b. The size of their bill. You don t want to oversize a system so that we are more than 120% covering their bill. You can use the following sample chart as a guide to writing a % bill offset proposal (good for typical rate schedules in CA). **Be advised, this chart is only a guide and should not be relied upon as a sole proposal tool. Package selection varies on orientation, tilt, rate schedules, customer usages, tiers, etc.

7 a. Locate your client s monthly KW usage in the Avg. KWh/month column. b. Select three SunGen packages which approximately correspond to the KW output in the SunGen package column. c. To select a package for the quote, you can search available SunGen packages by clicking the magnifying glass located in the design details section of your quote page. (see snapshot)

8 d. The following chart gives an example of a Sharp SunGen package search. Left clicking the package will load the package to your quote page. e. You will need to fill out a number of other fields as well: a. Sales Tax rate: Use look up tax rates tab to determine local rates. b. Markup for products and labor. Defaults are entered, please modify the markup to suit your businesses needs c. Estimates for permits, shipping again defaults are provided, though you should modify this for your particular situation d. Labor Override if you wish to simply put in a flat rate labor, NOT based on total watts, use this field and the Labor per DC watt field will be ignored e. Enter the amount of the commission typically 5% of the gross system cost

9 Baseline Lookup 13. Use the lookup baseline tab to determine the proper summer and winter baselines. 14. Select your customer s utility provider. (i.e. for PG&E select baseline map). 15. On the baseline quantities map page (see below) move your cursor over the area which corresponds to your customer.

10 16. Determine if the utility is gas and electric (code B), all electric (code H), or all gas. 17. Multiply baselines by the number of billing days which can be found on the monthly bill. For example: a code B baseline in PGE area Q would have a summer baseline of 8.3 and a winter baseline of You would then multiply that number as follows: 30 x 8.3 = 249 for summer and 30 x 12.6 = 378 for winter. On the quote page enter 249 for the summer baseline and 378 for the winter baseline. Drag mouse over map Calculate Rebate and Production 18. From the quote page, select the EPBB calculator. 19. Select current calculator as shown on the following snapshot.

11 20. The screen below, which has a number of useful drop-down lists, will appear. The inverter model, the number of modules, and the module type can all be found under the list of components for the SunGen package. Upon completion of the form select the go button.

12 21. Make sure to accurately input the data which corresponds to each section. You may find it useful to fit windows side by side for easier data transfer.

13 Entering the EPBB Output Data onto the Quote Record Copy over the following data: 1. Design factor 2. CEC Rating 3. Annual Production and Summer Production 4. Current Step / Incentive 5. Incentive Amount Now your re done with ONE quote! Don t forget to click Save!

14 Creating a 2 nd and 3 rd Quote by Cloning the Quote 22. Once you have completed your first quote, the 2 nd and 3 rd quotes go much faster. We recommend you make three proposals consisting of a 50, 75, and a 100 percent bill offset. 23. To clone a quote follow these steps: a. Click the Clone Button b. Select a new package c. Click on the EPBB button and get the production / rebate data for that new SunGen Package d. Enter that data onto the new quote e. Note that the only places you must change on a cloned quote are the SunGen package and the EPBB information. You have the option of changing labor, markup, etc. as a means of aligning the cost per watt and the overall quote price. f. Click Save g. Repeat for the 3 rd quote.

15 Quote Adders 1. Begin by selecting your quote 2. Once you are in your quote select New Quote Line

16 3. After clicking New Quote Line you will be given a new line to insert your adder. 5. Type in the name of your adder and click on the magnify glass and select the correct item.

17 6. Add your new line and update the quantity.

18 List of Adders: Product Name Product Description Product Family Price Calculation Comp Shingle Roof Adder 0 per watt Flat Roof (Single Ply Membrane) Adder.40 per watt Flat Roof (Tar n Gravel) Adder.30 per watt Metal Roof (Cal Pak, Gerard) Adder.40 per watt Trenching Includes conduit, wire, proper closure Adder $20 per foot Multiple Arrays Adder $200 per add'l array Splice Kit Adder $500 per site More than one AC/DC Disconnect Adder $50 per site Conduit over 50ft Adder $4 per foot Service Upgrade Adder $1700 per site Additional Stories Driving Time over 30m from Home Office Adder Adder.15 per watt/floor $50 per day Barrel Tile Adder.30 Watt Flat Tile Cement Adder.15 per watt Foam Insulation Adder.40 per watt Metal Tile Roof Accel, Allmet, ATAS, Future, Gerard, Interlock, metro, Rare roofs Adder Ground Mount Adder.60 watt Metal Roof Corrugated Adder.20 Watt Metal Roof Standing Adder 0

19 Seam Shake Roof Adder.20 per watt Roof Pitch > 30 Adder.25 per watt Tilt Up Adder.20 per watt Misc Field to add miscellaneous adders Adder free form

20 Publishing the Quote 24. Now that all 3 of the quotes are done, go to the PROJECT record. On the project record, click on the publish quote button. 25. This will open up a new browser window which will display the formatted proposal, complete with the before and after savings calculations, etc. 26. Check/verify the data on the quote. Does it look right? Is it ready to send?

21 Reviewing the SunQuote 27. The Most important data to verify: a. Pricing b. Rebates c. Does the before and after bill seem correct d. Verify that the Old bill matches the customers actual bill? e. Did you oversize or undersize the system? f. Is the contact information correct 28. You can navigate through the quote by clicking on the navigation bar to the right: a. Cover and Contacts b. Net investment c. Our Calculations d. Customer Examples e. Terms and conditions

22 Understanding your SunQuote 29. It is important to familiarize yourself with the main areas of the SunQuote; Net Investment, Our Calculations, and Terms and Conditions.

23 30. The Net Investment section compares payback period, cost of financing, percentage of bill and usage offset, and the overall cost of the three systems.

24 31. The Calculations page breaks down the customer s monthly usage and the KWh production of the three systems.

25 32. The Terms and Conditions page provides information regarding the components and output of each system, as well as the costs associated with each one.

26 Printing your Quote 33. In order to assure the highest quality proposals we have pre-printed letterhead available. 34. As you can see on the following slide there are two options when printing the SunQuote. The print option is located at the bottom of the Terms and Conditions page. 35. To print, load the pre-printed letterhead into you printer, taking care that it is correctly oriented, and select the print with letterhead option. 36. If no letterhead is available you may choose to print without. We believe that the pre-printed letter head option will provide a more professional look to your proposal, resulting in more closed deals.

27 ing Your Quote to the Customer 37. We typically recommend that you present your proposal in person, however, in certain circumstances you may wish to it to a customer. 38. To the proposal, copy the URL (web address) from the web browser by highlighting the URL and clicking CONTROL + C and pasting (control V) the URL into your (see example e- mail below). URL Sample to the Customer Hello Mr. Andersen, Congratulations on making the first step to going solar and achieving true energy independence! We appreciate the opportunity to provide a proposal for your home and please know we are available to answer any questions you might have at SOLAR-9. To access your quote, simply click on this link which will open your quote in a web browser. Alternatively, you can open your web browser (Internet Explorer or Firefox) and copy + paste this web address into the address bar on the web browser. The quote covers the following sections Contact Information Net Investment Summary

28 How we calculated your savings and your energy profile Terms and Conditions I would like to point out the importance of using a high quality contractor when it comes to installing a system that is intended to last 25 years. Our installer team on this is led by Paul James, a construction veteran, and you can expect that all work will be installed in a professional, high-quality manner. We may not always be the least expensive, but we feel confident in saying that we are the best! To accept this proposal, please indicate on the Terms and Conditions page which system works best for you, sign the proposal and fax back your acceptance to Once we receive your signed proposal, we will take care of everything permits, equipment ordering, install, rebate paperwork everything! We very much look forward to working with you on this project; please let us know what we can do to earn your business! Sincerely, Joe