Course Content
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.
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Estate CRM App Installation
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DEPOSIT AND INSTALMENT RECIEPT AUTOMATION Skill Practice
Salesforce Sales Cloud Practice Module Using Estate CRM
About Lesson

The Salesforce Administrator Brainstorms on the problem and comes up with 3 solutions which can help the Sales Agent in a meeting in which all stakeholders agreed concerning next steps;

1) Decided to create a new field which is a Multi-Select Picklist field which can help the agents store Multiple Product Interest about their Leads.

2) The Admin decided to setup Lead duplicate management using the Email and Mobile numbers of the Leads to track and merge any duplicate after capturing the product of interest for each unique lead.

3) Another Multi-select field would have to be created in Opportunity and mapped to Lead object which will be used to store product of interest after conversion to opportunity.