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Enhancing Channel Sales Processes with Salesforce: Training Session Overview

Join us for an insightful training session led by Maruthi Dronamraju, Salesforce Consultant at Clerisoft, Inc. This agenda covers critical aspects of channel sales processes including process flow, roles, data access, lead management, account management, opportunity management, and insights from reports and dashboards. Participants will learn about the management of new leads, accounts, and opportunities, along with the importance of metrics and categorization for optimal sales performance. Don't miss the opportunity to enhance your knowledge in Salesforce for effective sales strategies.

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Enhancing Channel Sales Processes with Salesforce: Training Session Overview

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Presentation Transcript

  1. ANPI Salesforce Training Channel 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 (Channel Partners) • Lead Information • Name • Company • Est. Value etc… • Activities • Calls • Appointments • Demos • Lead Status • Discover • Lead Conversion • Skip Opportunities

  7. Account Management • New Account • Typically from Lead Conversion • Account Data • Contact • Activities • Calls • Face to Face Appointments • Lunch & Learn Appointments

  8. Opportunity Management • New Opportunity (Partner Opportunities) • 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 • Agents Metrics • Agent Deal Queue & Value • Agent Sold Deals & Value • Win/Loss Categorization • Top Prospects • Top Agents

  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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