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

General Estate just employed a Reporting Analyst to provide on-demand reports on their Sales and Finance Operations, the Sales manager and Finance mnager who are stakeholders of the CRM demand that the reporting analyst can view all data in Sales and Finance Operations but the analyst should not have the same priviledges of the Sales and Finance Manager, they pass the requirement to the Salesforce Admininstrator to excecute and give them feedback on what can be done in Salesforce to achieve this new changes.