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Maruthi Dronamraju Clerisoft, Inc

ANPI Salesforce Training Direct Sales Process Jan 16, 2014. Maruthi Dronamraju Clerisoft, Inc. Agenda. Introductions Process Flow Roles & Data Access Lead Management Activities Account Management Opportunity Management Locations Reports & Dashboards Q & A. Introductions.

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Maruthi Dronamraju Clerisoft, Inc

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

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

  3. Introductions • Maruthi Dronamraju • Salesforce Consultant • Clerisoft, Inc. • Team Introductions

  4. Process Flow

  5. Roles & Data Access

  6. Lead Management • New Leads • Lead Information • Name • Company • Est. Value etc… • Activities • Calls • Appointments • Demos • Lead Status • Discover • Lead Conversion

  7. Account Management • New Account • Typically from Lead Conversion • Account Data • Contact • Activities • Calls • Appointments • Demos

  8. Opportunity Management • New Opportunity • Typically from Lead Conversion • Data from Lead • Opportunity Fields • Amount, Milestone, Close Date, Probability, Funnel Value etc… • Locations • SE Review Gate • Close Opportunity • Closed Reason

  9. Reports & Dashboards • Activity Reports • Deal Queue & Value • Sold Deals & Value • Win/Loss Categorization • Days to Close • Top Prospects

  10. Thank You Q & A Feedback

  11. Thank You Thank You Maruthi Dronamraju maruthi@clerisoft.com P: 408.637.5710 x:100 C: 510.364.5747

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