Maruthi Dronamraju Clerisoft, Inc ANPI Salesforce Training Direct Sales Process Jan 16, 2014

Agenda  Introductions  Process Flow  Roles & Data Access  Lead Management  Activities  Account Management  Opportunity Management  Locations  Reports & Dashboards  Q & A

Introductions Maruthi Dronamraju –Salesforce Consultant –Clerisoft, Inc. Team Introductions

 Process Flow

 Roles & Data Access

 Lead Management 1.New Leads 2.Lead Information –Name –Company –Est. Value etc… 3.Activities –Calls –Appointments –Demos 4.Lead Status –Discover 5.Lead Conversion

 Account Management 1.New Account 1.Typically from Lead Conversion 2.Account Data 3.Contact 4.Activities –Calls –Appointments –Demos

 Opportunity Management 1.New Opportunity 1.Typically from Lead Conversion 2.Data from Lead 3.Opportunity Fields –Amount, Milestone, Close Date, Probability, Funnel Value etc… 4.Locations 5.SE Review Gate 6.Close Opportunity –Closed Reason

 Reports & Dashboards 1.Activity Reports 2.Deal Queue & Value 3.Sold Deals & Value 4.Win/Loss Categorization 5.Days to Close 6.Top Prospects

Thank You Q & A Feedback

Thank You Maruthi Dronamraju P: x:100 C: