Versions Compared

Old Version 2

changes.mady.by.user Ksenia Babych

Saved on

compared with

New Version 3

changes.mady.by.user Ksenia Babych

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.



Html
<div id="fb-root"></div>
<script>(function(d, s, id) {
  var js, fjs = d.getElementsByTagName(s)[0];
  if (d.getElementById(id)) return;
  js = d.createElement(s); js.id = id;
  js.src = 'https://connect.facebook.net/en_US/sdk.js#xfbml=1&version=v2.11';
  fjs.parentNode.insertBefore(js, fjs);
}(document, 'script', 'facebook-jssdk'));</script>

...

Html
 <div class="lang-box-pdf">
	<div>
		<div class="google-lang">
			<div id="google_translate_element">
			</div>
			<script type="text/javascript">
					function googleTranslateElementInit() {
						new google.translate.TranslateElement({pageLanguage: 'en', includedLanguages: 'de,es,fr,it,nl', autoDisplay: false}, 'google_translate_element');
						}
			</script>
			<script type="text/javascript" src="//translate.google.com/translate_a/element.js?cb=googleTranslateElementInit"></script>
		</div>
		
		<div class="pdf-button">
			<a href="#https://confluence.wildix.com/spaces/flyingpdf/pdfpageexport.action?pageId=103022849" alt="Convert to .pdf" title="Convert to .pdf"><img src="https://confluence.wildix.com/download/attachments/14549012/pdf-button-download-wildix-documentation.png"></a>
		</div>
	</div>
</div>

...

Info

This Documentation describes how to use Salesforce Partner Community, starting from lead creation and ending with managing opportunities.

Created: December 2021

Permalink: https://confluence.wildix.com/x/AQEkBg

Table of Contents

Get Started

Salesforce Partner Community by Wildix allows you to manage your customers and leads, starting from lead creation and ending with managing opportunities. The Community includes powerful tools that generate leads so your sales team can close more deals.

Connect to your Sales Partner Community at mycompanyat www.wildixbewildix.com, enter Login and Password and click Log in:

...

...


Create and Manage Leads

A Lead refers to an unqualified contact. They’re unqualified because they still have doubts or uncertainty about your business and aren’t ready to buy, even though they show some level of interest in your product or services. The goal is to convert a Lead into an Opportunity.

Create a New Lead

  • Click New button to create a Lead: 

  • Select a Lead type: Customer or Reseller and click Next 


  • To create a Customer Lead, fFill in the following mandatory fields:
    • Company - insert Company name
    • Power - specify who is a decision maker 
    • First and Last Names and Title

    • Phone/ Mobile and Email - add contact Information

  • To create a Reseller Lead, fill in the following mandatory fields:
    • Company - insert Company name

    • Industry - specify the activity area  

    First and Last Names, Title,
    • Job Title - select the title from the list and click Move selection to Chosen

    • Phone/ Mobile and Email - add contact

      • information 

    • Information

  • Click Save to create a Lead (if you want to create one more Lead, click Save & New button)

All Incoming Leads are accessible from Lead Inbox window in Home tab. Sometimes, Wildix can assign you a Lead and you need to accept it. All Incoming Leads are accessible from Lead Inbox window in Home tab. 

Manage existing Leads

  • To view a Lead, click on its Name

...

  • From the Options Panel, you can edit the Lead's information, add Notes, change its Owner, change the Lead type (Customer or Reseller) or clone itconvert thor clone it. Follow and Change Owner 


  • From the Related Details and Activities Panel, you have access to all the information connected with the Lead:

    • Related - open Tasks and Activity History; you create new Tasks and attach any files


  • To process the Lead and move it to the next stage, click Mark Status as Complete button

...

  • When the Lead is qualified and ready to be converted, click Convert. Based on the Lead, 3 entities are created:  
    • Account
    • Contact
    • Project

...


Create and Manage Accounts

An Account indicates a Business Entity or an Organization you plan to sell to. 

...

  • Click New button to create an Account:

  • Select an Account type: Customer or Reseller and click Next: 


  • Fill in the following mandatory fields:

    • Account Name
    • Phone and Email
  • Click Save to create an Account (if you want to create one more Account, click Save & New button)

...

  • From the Options Panel, you can edit the Account, add Notes, create an associated Project, add Notes, change the Account type (Custom or Reseller) and change its . Follow and Change Owner


  • From the Related Details and Activities Panel, you have access to all the details connected with the Account: Contacts, Projects, open Tasks; you can create new Tasks and attach any files

...


Project Creation and Management

A Project is an Opportunity that refers to the high probability of generating sales revenue. When a Project is created, it’s a signal of the start of a sales cycle.

Create a New Project 

  • Click New button to create a Project:
  • Fill in mandatory fields:
    • Project Name
    • Power - specify who is a decision maker
    • Close Date - estimate the date when you expect to close the Project
    • Stage - commonly, when you only create a Project, it is Intro/ Qualification stage

    • Account Name and Contact - associate the Project with an existing Account and Contact or create a new one 


    • Product of Interest - select Wildix product for sale

...

  1. Intro/ Qualification - at this stage, you need to determine MRR/ CAPEX Amount, Users of POC - how many users use Wildix, 
  2. Demo
  3. Project Presentation
  4. Proposal -  the basic condition to move to the next stage is Verbal AgreementProposal
  5. Contract out -  Close Won or Close Lost
  6. Closed - 


  • When the Project passes Contract out stage, you can close the Project. Select the stage Closed Won and click Save. If you select Closed Lost stage, you need to explain the reason in Opportunity lost field


Contact Creation and Management

A Contact refers to a person who is qualified to do business with you. By “qualified,” it means that the person could really become a paying customer.

Create a New Contact

  • Click New button to create a Contact:
  • Fill in mandatory fields:
    • First and Last Names and Title
    • Account Name - associate the Contact with an existing Account or create a new oner

    • Phone and Email - add contact information

...

  • To open a Contact, click on its Name


  • From the Options Panel, you can edit the Contact, add Notes or clone it


  • From the Related Details and Activities, you have access to all the information connected with the Contact: Account, open Tasks, Activity History; you can create new Tasks and attach any files


Quote

Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa. Get an overview of all your quotes on the Quotes tab.

Create a Quote

  • Select a Project you want to generate a Quote for and click Generate Quote


  • Select the Billing Frequency and Proposal Expiration Date


  • Select Products 


  • Change prices and discount 


  • Recap and see the total amount one time and total amount recurring (monthly) 



Manage existing Quotes



Task Performance


Create a New Task

Note

You can also create tasks in Lead, Account or Project.

  • Click New Task button to create a Task
  • Fill in the following mandatory fields
    • Assigned To - specify the Task assignee. By default, the Task is assigned to you
    • Subject -  add your own or select one of the options: Call/ Send Letter/ Send Quote/ Other or add your own
    • Related To - associate it with an existing Account
    • Name - associate it an existing Contact


  • Priority - set the Task priority: Normal/ High

...

  • Once the Task is done, click Mark Complete button

Statistics

Two Three reports are available under Home tab. To open a report, click on the graphs and click View Report.

  1. The Partner Report 1 shows the total number of Projects (Opportunities):


  2. Quotes Report  


  3. The Partner Report 2 shows the total OPEX (MRR) amount/ CAPEX amount: 


Settings

From Settings menu, you can access Home pagetab, edit your own Profile and check your Company Account.

...

  • My Profile - this is your personal Profile, you can add user picture, edit your personal information
  • My Account - this is your Business Entity Company Account  created by Wildix, you cannot modify the information present on this page

...