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

After Brainstorming on the requirement, the Salesforce Administrator decided to attempt the following steps;

1) Create a New User profile called “Reporting Analyst” that can view the following objects; Leads, Account, Contact, Opportunity, Quote, Tour date and Payment Instalment Objects.

2) Enable “Create Report”, “Create Dashboard” in New Profile to enable New User build reports but they cannot view Setup like all other End Users.

3) Assign the Role “COO” to the reporting analyst to allow New User to View all Data in CRM.