Cherechi Okoro Charles

Opportunity Management in Salesforce Independent Project: Use Salesforce to Close Sales Deals CHERECHI OKORO CHARLES Part A Overview 1 Task 1: Update FoodStars.org Opportunity Record 2 Task 2: Update Yaloo Search Opportunity Record 3 Task 3: Use Opportunity Kanban 4 Task 4: Perform a Business Case Analysis Part A, Task 1: Update FoodStars.Org Opportunity Record Insert screenshots for each of these steps on the following slides to show the updates to the FoodStars.org opportunity record. ○ Make sure you can see the title of the opportunity in your screenshot Step 1: Past activities showing the call logged with Martha Step 2: Contact roles section showing Jessie Patel has been added Step 3: Notes section showing you added a note about licenses Step 4: Past activities showing the event created to meet with Jessie Step 5: Past activities showing the task created to confirm budget Step 6: Sales path showing the opportunity is now in the “Value Proposition” stage Part A, Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 1 screenshot here. Part A, Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 2 screenshot here. Part A, Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 3 screenshot here. Part A, Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 4 screenshot here. Part A Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 5 screenshot here. Part A, Task 1: Update FoodStars.Org Opportunity Record Insert Part A, Task 1, Step 6 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert screenshots for each of these steps on the following slides to show the updates to the Yaloo Search opportunity record. ○ Make sure you can see the title of the opportunity in your screenshot Step 1: Past activities showing the call logged with Denise Step 2: Notes section showing you added a note about licenses Step 3: Details tab showing you updated the opportunity amount Step 4: Contact roles section showing Kenny and Wonhee have been added Step 5: Past activities showing the event created for the demo Step 6: Sales path showing the opportunity is now in the “Needs Analysis” Stage Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 1 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 2 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 3 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 4 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 5 screenshot here. Part A, Task 2: Update Yaloo Search Opportunity Record Insert Part A, Task 2, Step 6 screenshot here. Part A, Task 3: Use Opportunity Kanban Insert a screenshot showing the updated opportunity Kanban board on the following slide. Make sure it displays which opportunity stages both the FoodStars.org and Yaloo Search opportunities are in as well as the estimated amounts attached to both. Part A, Task 3: Use Opportunity Kanban Insert Part A, Task 3 screenshot here. Part A, Task 4: Business Case Analysis In a short paragraph, describe how updating opportunity records, progressing opportunities through stages, and using opportunity Kanban in Salesforce would help SimplySocial's team of account executives sell better and more efficiently. In your description, include: ● ● ● The overall purpose of opportunity records, opportunity stages, and opportunity Kanban The steps you took to help the AE organize and progress opportunities through the stages. How a company like SimplySocial would benefit from using opportunities and opportunity stages Part A, Task 4: Business Case Analysis Updating opportunity records, progressing opportunities through stages, and using opportunity Kanban in Salesforce serves as a powerful toolkit for SimplySocial's account executives to enhance their sales effectiveness and efficiency. Opportunity records provide a centralized repository for crucial client data, enabling AEs to maintain a comprehensive view of each opportunity. Opportunity stages facilitate a structured sales process, guiding AEs through defined steps from initial contact to closing deals. This ensures that opportunities are systematically managed and not overlooked. Implementing an opportunity Kanban view streamlines this process by visualizing opportunities in various stages, helping AEs prioritize and allocate resources effectively. By utilizing these tools, SimplySocial's team can stay organized, track progress, and forecast more accurately, ultimately driving improved sales performance and increased revenue. You have reached the end of Part A! Make sure your screenshots are embedded in the appropriate slides before moving on. Note that you will complete Part B of this Independent Project at the end of Week 4. Part B Overview 1 Task 1: Create Products 2 Task 2: Create Standard Price Books 3 Task 3: Create Custom Price Books 4 Task 4: Associate Price Books With Opportunities 5 Task 5: Create Quotes 6 Task 6: Send Quotes 7 Task 7: Close the Deal 8 Task 8: Create Contracts Part B, Task 1: Create Products Insert screenshots for each of the new products you create. Make sure that you screenshot the product record page showing the name of the product as well as all the product details according to the specifications in the instructions. Step 1: Product record page for the single license subscription product Step 2: Product record page for the subscription package product Step 3: Product record page for the subscription package plus product Step 4: Product record page for the extra user license product Part B, Task 1: Create Products Insert Part B, Task 1, Step 1 screenshot here. Part B, Task 1: Create Products Insert Part B, Task 1, Step 2 screenshot here. Part B, Task 1: Create Products Insert Part B, Task 1, Step 3 screenshot here. Part B, Task 1: Create Products Insert Part B, Task 1, Step 4 screenshot here. Part B, Task 2: Create Standard Price Books Insert screenshots showing the standard price book entry, or list price, you’ve added for each of the products you created. Make sure your screenshot shows the name of the product as well as the standard price book and list price entry. Step 1: Standard price book for the single license subscription product Step 2: Standard price book for the subscription package product Step 3: Standard price book for the subscription package plus product Step 4: Standard price book for the extra user license product Part B, Task 2: Create Standard Price Books Insert Part B, Task 2, Step 1 screenshot here. Part B, Task 2: Create Standard Price Books Insert Part B, Task 2, Step 2 screenshot here. Part B, Task 2: Create Standard Price Books Insert Part B, Task 2, Step 3 screenshot here. Part B, Task 2: Create Standard Price Books Insert Part B, Task 2, Step 4 screenshot here. Part B, Task 3: Create Custom Price Books Insert screenshots related to the custom price books you create, according to the following instructions: Step 1: The new price book for nonprofit customers you just created Step 2: The new price book for enterprise customers you just created Step 3: The updated price book for enterprise customers with the associated products Step 4: The updated price book for nonprofit customers with the associated products showing the new prices Part B, Task 3: Create Custom Price Books Insert Part B, Task 3, Step 1 screenshot here. Part B, Task 3: Create Custom Price Books Insert Part B, Task 3, Step 2 screenshot here. Part B, Task 3: Create Custom Price Books Insert Part B, Task 3, Step 3 screenshot here. Part B, Task 3: Create Custom Price Books Insert Part B, Task 3, Step 4 screenshot here. Part B, Task 4: Associate Price Books With Opportunities Insert screenshots of your two in-progress opportunities showing the correct price books and products added to the products section of the opportunity record page. For each screenshot, make sure the opportunity name is visible, along with the associated products and the correct prices, according to the following instructions: Step 1: FoodStars.Org opportunity record showing products/prices Step 2: Yaloo Search opportunity record showing products/prices Part B, Task 4: Associate Price Books With Opportunities Insert Part B, Task 4, Step 1 screenshot here. Part B, Task 4: Associate Price Books With Opportunities Insert Part B, Task 4, Step 2 screenshot here. Part B, Task 5: Create Quotes On the following slide, insert a screenshot of the Initial Quote record page for the Yaloo Search opportunity that you just made. Make sure your screenshot shows the name of the quote, the name of the account and opportunity, the quote line items, the grand total, and the updated quote status. Part B, Task 5: Create Quotes Insert Part B, Task 5 screenshot here. Part B, Task 6: Send Quotes Insert screenshots related to the quote you generated on the following slides. Step 1: The PDF preview of the initial quote Step 2: The draft email containing the PDF of the initial quote that you will send to Denise. ○ Make sure that the PDF attachment is visible in the email. Part B, Task 6: Send Quotes Insert Part B, Task 6, Step 1 screenshot here. Part B, Task 6: Send Quotes Insert Part B, Task 6, Step 2 screenshot here. Part B, Task 7: Close the Deal Insert screenshots on the following slides showing you’ve correctly closed the Yaloo Search and FoodStars.org opportunities. Step 1: Close the Yaloo Search opportunity as won. ○ Make sure your screenshot shows the opportunity stage status updated accordingly. Step 2: Close the FoodStars.org opportunity as lost. ○ Make sure your screenshot show the opportunity stage updated accordingly and the note you created explaining why it was closed. Part B, Task 7: Close the Deal Insert Part B, Task 7, Step 1 screenshot here. Part B, Task 7: Close the Deal Insert Part B, Task 7, Step 2 screenshot here. Part B, Task 8: Create Contracts On the following slide, insert a screenshot of the new contract for Yaloo Search that you’ve just created. Make sure the account name, status, and contract term are visible. Part B, Task 8: Create Contracts Insert Part B, Task 8 screenshot here. You have reached the end of Part B! This is the end of this Independent Project! Great job completing all these tasks in Salesforce. Make sure you download a copy of this deck for your portfolio.