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.
0/2
Estate CRM App Installation
0/1
DEPOSIT AND INSTALMENT RECIEPT AUTOMATION Skill Practice
Salesforce Sales Cloud Practice Module Using Estate CRM
About Lesson

Once the Lead has Been Converted to an opportunity, the Lead/Prospect is now looked more like a customer who may or may not like to take a tour to view the Landed Asset that they intend to purchase, 2 actions happen in the Tour Stage;

  1. Action 1: Customer Interested in a Tour; If customer is interested in a tour then the following happens;
    1. The Field Tour Agent has already Created a calendar dates to show his availability for the week/month/Year.
    2. The Sales Agent asks which date the Customer chanced for the tour based on the tour dates available, the customer selects a date and the Sales agent saves the date.
    3. Once the date is selected and saved an email is sent to the customer informing him/her of the Tour date.
    4. Once the date reaches and tour is completed, the the Sales Agent updates record that tour has been taken, while the Opportunity stage is updated to “Quote Stage”.
  1. Action 2: Customer Not Interested in a Tour; If customer not interested in Tour then the Sales Agent manually updates path to “Quote Stage”.