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

Soluton 1: Data Import

1. Data Conversion

  1. Download Attached Excel File
  2. Open File “Seminar Contacts” and Convert Excel file (.xlsx) to CSV by clicking on File->Save As
  3. Change the file type to: CSV (Comma Delimited/Separated Value) (*.csv)
  4. Then Save

2. Data Import 

  1. In Salesforce Setup Navigate -> Integration -> Data Import Wizard or type it in quick find
  2. Click on the Launch Wizard button
  3. Select Accounts and Contacts-> New Records -> CSV (click on Choose file button and select the “Seminar Contacts.csv” File and click Next
  4. Map CSV Columns with Salesforce Account/Contact Fields and click Next
  5. Click on the “Start Import” button to start data import
  6. View import result to check if all 30 contacts were imported
  7. finish

SOLUTION 2: 

Exercise Files
Seminar Contacts.xlsx
Size: 11.67 KB