ECC AP SFDC - Presales to Sales China 2007 Oct.pptVIP

Agenda SFDC Introduction Opportunity Assignment from Presales Opportunity Mass Update Notes for Sales Reps SFDC: Opportunity Management SFDC: Pipeline by sales SFDC: Chart - How many opportunities by stage? SFDC: Chart - How many Pipeline By Stage SFDC: Pipeline Forecast SFDC URL Go to ! Agenda SFDC Introduction Opportunity Assignment from Presales Opportunity Mass Update Notes for Sales Reps Opportunity Assignment Big Process Opportunity Assignment Detailed Process Opportunity Assignment Process – Step 1.1 Opportunity Assignment Process – Step 1.2 Opportunity Assignment Process – Step 2.1 Opportunity Assignment Process – Step 2.2 Agenda SFDC Introduction Opportunity Assignment from Presales Opportunity Mass Update Notes for Sales Reps Big Process: Opportunity Mass Update Big Process: Opportunity Assignment Mass Update Step 1: Download Opportunity Step 1: Download Opportunity – Query Table Data Step 2. Sales Manager Send Opportunities By Sales Step 3. Sales Rep Update Opportunities Step 3 - Scenario 2: Sales Rep Update Existing Opportunity Step 3 – Notes for Sales Rep and Sales Manager Because of the tool limitation, there’re many rules of updating that should follow. Mandatory fields should be filled out. Grey fields are not allowed to be modified. If Stage is “Close Won”, below two fields must be filled: Why Won or Lost? Win Confirmation Date Contract Date If Stage is “Close Lost”, below field must be filled: Why Won or Lost? Price Variation Our price – Winner’s Price /Our Price% Fill the “Amount” in USD currency Dont delete any cells or row or columns! Fill correct Account Group Step 4. Manager Mass Update Opportunities Step 4.1 Manager Mass Upload New Opportunity Step 4.2 Manager Mass Update Existing Opportunities Step 4.3 Manager Save Mass Updated File Step 4.3 Manager Upload Opportunities – Note Attention: Make sure “Account Group” is inputted correctly! Appendix: Notes for Sales Rep updating Opportunity 3 Sales Update Opportun