Estate CRM New Customer Journey
The Salesforce Admin has several meetings with the Heads for Sales Operation, Customer Service and Finance Operations and the generated the following customer on-boarding and Instalment management journeys;
1) Sales Agent collects customer information in Salesforce App
2) Sales Agent Follows up with Prospect by calling, if Customer Agrees to move forward, Sales agent converts lead to opportunity
3) Quotation Stage: Sales Agent sends a quotation to customer via email, if customer agrees quote, the Sales agent advise customer to make first instalment (deposit).
4) Deposit Stage: Sales agent outlines duration of instalment and how much the customer pays at first instalment, the customer makes payment and sends receipt.
5) Agreement Stage: An agreement email is sent to the customer stating the first deposit, monthly instalment and total asset cost.
6) Instalment Stage: Each Instalment is sent to Finance Team email (finance@estate.com), the finance team uploads payment each receipt to the instalment object till instalment is complete.
0/2
General Estate Org Setup and Additional Materials
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Estate CRM App Installation
0/1
UAT testing of Proposed Customer Journey Using Estate CRM App
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LEAD FIELD MAPPING Skill Practice
0/7
LEAD ASSIGNMENT Skill Practice
0/7
USER MANAGEMENT Skill Practice
0/7
LEAD GENERATION AND CAMPAIGN Skill Practice
0/6
REPAYMENT APPROVAL PROCESS Skill Practice
0/7
DATA MIGRATION Skill Practice
0/6
DEPOSIT AND INSTALMENT RECIEPT AUTOMATION Skill Practice