Chukwuebuka Obi

Lead Management in Salesforce Independent Project: Use Salesforce to Identify Sales Prospects [obi chukwuebuka] Part A Overview 1 Task 1: Structure and Download Lead Data 2 Task 2: Import Data in Salesforce 3 Task 3: Create a List View and Filter for Leads 4 Task 4: Associate Leads With a Campaign 5 Task 5: Business Case Analysis Part A, Task 1: Structure and Download Lead Data After you’ve finished cleaning up the data and fixing all the errors in the spreadsheet data, insert a screenshot of all the lead data in your spreadsheet. Make sure you can see all the columns, including: ● ● ● ● ● ● First Name Last Name Title Company Phone Number Email Replace the text box on the following slide with your screenshot Part A, Task 1: Screenshot Insert Part A, Task 1 screenshot here. Part A, Task 2: Import Data in Salesforce Navigate to the App launcher and open the Sales app to the Leads tab. Organize the lead list so that the most recently created leads appear first. Then, insert a screenshot to show all 10 of the leads that you’ve just uploaded on the following slide. Part A, Task 2: Screenshot Insert Part A, Task 2 screenshot here. Part A, Task 3: Create a List View and Filter for Leads Insert screenshots of the Demo leads list view for each of the steps below in the following slides. Your screenshots should show that you’ve: Step 1: Created a clone of the leads view titled “Demo Leads” Step 2: Added a filter to only be able to see leads that are open and haven’t been contacted Step 3: Made sure all noted fields are visible and in the right order Step 4: Created a separate tab for the leads. Part A, Task 3: Step 1 screenshot Insert Part A, Task 3, Step 1 screenshot here. Part A, Task 3: Step 2 screenshot Insert Part A, Task 3, Step 2 screenshot here. Part A, Task 3: Step 3 screenshot Insert Part A, Task 3, Step 3 screenshot here. Part A, Task 3: Step 4 screenshot Insert Part A, Task 3, Step 4 screenshot here. Part A, Task 4: Associate Your Leads with a Campaign After you’ve associated all 10 leads with the new campaign, navigate to the Campaigns tab of your Sales app. Take a screenshot of the Campaign Members page of the Social Media Conference Email that shows all the leads you’ve just associated with this campaign, and insert it on the next slide. Part A, Task 4: Screenshot Insert Part A, Task 4 screenshot here. Part A, Task 5: Business Case Analysis In a short paragraph on the following slide, describe how importing and organizing data in Salesforce would help the sales and marketing teams SimplySocial. In your description, include: ● The overall purpose of importing and organizing data. ● The major steps you took to import and organize data. ● How the sales and marketing teams at SimplySocial would benefit from imported and organized lead data in Salesforce. Part A, Task 5: Written response Type out your response to the prompt on the previous slide here. When leads are imported into salesforce it makes it easy for the entire sales team to track the status of each lead. Salesforce make it possible for the sales team to track their leads in one centralized location. Before leads can be imported into salesforce it is first convert it to a csv file, then you can now login to salesforce and navigate to the sales app, then click on leads and go to import and fill all the necessary details and click save. This benefits the sales team as they can now communicate with all their lead in one centralized location. 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: Filter Leads to Decide Who to Approach 2 Task 2: Initiate Contact With Leads via Email 3 Task 3: Continue Contact With Leads via Calls 4 Task 4: Mark Leads as Hot 5 Task 5: Create Email Templates 6 Task 6: Convert Leads Part B Task 1: Filter Leads After creating the necessary filter for the Demo Leads list, insert a screenshot showing the list with the leads filtered by manager. Make sure to adjust the size of the Title column so that all the leads’ titles can be read. Part B Task 1: Screenshot Insert Part B Task 1 Screenshot here. Part B Task 2: Initiate Contact with Leads via Email Insert screenshots to show that you’ve emailed Janet, Thandiwe, Martha, and Denise. Your screenshots should display the past activities log for each of these leads showing that you have sent them an email. The past activities log is at the bottom of the Activity tab. Step 1: Past activity for Janet Steinberg showing you’ve emailed them. Step 2: Past activity for Thandiwe Bandi showing you’ve emailed them. Step 3: Past activity for Martha Newman showing you’ve emailed them. Step 4: Past activity for Denise Choi showing you’ve emailed them. Part B Task 2: Step 1 screenshot Insert Part B Task 2 Step 1 Screenshot here. Part B Task 2: Step 2 screenshot Insert Part B Task 2 Step 2 Screenshot here. Part B Task 2: Step 3 screenshot Insert Part B Task 2 Step 3 Screenshot here. Part B Task 2: Step 4 screenshot Insert Part B Task 2 Step 4 Screenshot here. Part B Task 3: Continue Contact with Leads via Calls Insert screenshots for the calls with the four leads. Make sure your screenshots display the past activity logs for each of these leads showing that calls, notes, tasks, and/or emails have been logged with each of them. The past activities log is at the bottom of the Activity tab. Step 1: Past activity for Janet Steinberg showing logged activities. Step 2: Past activity for Thandiwe Bandi showing logged activities. Step 3: Past activity for Martha Newman showing logged activities. Step 4: Past activity for Denise Choi showing logged activities. Part B Task 3: Step 1 screenshot Insert Part B Task 3 Step 1 Screenshot here. Part B Task 3: Step 2 screenshot Insert Part B Task 3 Step 2 Screenshot here. Part B Task 3: Step 3 screenshot Insert Part B Task 3 Step 3 Screenshot here. Part B Task 3: Step 4 screenshot Insert Part B Task 3 Step 4 Screenshot here. Part B Task 4: Mark Leads as Hot Insert a screenshot showing the leads marked as hot and warm on the leads list. Make sure that “Rating” is a displayed field on the leads list and that you have organized the list so that hot and warm leads appear first. The leads that appear marked as hot and warm may include leads that pre-existed in Salesforce before you imported your leads. Part B Task 4: Screenshot Insert Part B Task 4 Screenshot here. Part B Task 5: Create Email Templates Insert a screenshot showing an email that can be sent to either Martha Newsom or Denise Choi. The email should include a merge field for the recipient’s first name. Part B Task 5: Screenshot Insert Part B Task 5 Screenshot here. Part B Task 6: Convert Leads Insert screenshots on the following slides to show the updates you’ve made to each lead according to the directions below: Step 1: Screenshot Thandiwe Bandi’s lead record page. ○ Make sure your screenshot shows the lead’s name, the note you created, and that their lead status in the lead path is updated to Closed — Not Converted. Step 2: Screenshot Janet Steinberg’s lead record page. ○ Make sure your screenshot shows the lead’s name, the note you created, and that their lead status in the lead path is updated to Closed — Not Converted. Step 3: Screenshot the popup after converting Martha Newman. ○ This is the popup labeled “Your lead has been converted”. Make sure that the screenshot shows the Account, Contact, and Opportunity that have been created. Step 4: Screenshot the popup after converting Denise Choi. ○ Make sure to show that an Account, Contact, and Opportunity have been created. Part B Task 6: Step 1 screenshot Insert Part B Task 6 Step 1 Screenshot here. Part B Task 6: Step 2 screenshot Insert Part B Task 6 Step 2 Screenshot here. Part B Task 6: Step 3 screenshot Insert Part B Task 6 Step 3 Screenshot here. Part B Task 6: Step 4 screenshot Insert Part B Task 6 Step 4 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 for your portfolio.