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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

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 Partner Community at www.bewildix.com, enter Login and Password and click Log in:

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You have access to the different tabs:

Salesforce Partner Community by Wildix - create and manage Leads
Salesforce Partner Community by Wildix - create and manage Business EntitiesAccounts for companies you plan to sell to
Project - create and manage Business OpportunitiesSalesforce Opportunities that refer to the high probability of generating sales revenue
Partner Community by Wildix - create and manage Contacts
Quote - manage
Salesforce Partner Community by Wildix - manage proposed prices of products/ services
Partner Community by Wildix

Create and Manage Leads

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- create and manage business activities

Lead

Leads represent unqualified contacts. 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:

Fill in the following mandatory fields:
- Company - insert Company name
- Power - specify who is a decision maker
- First and Last Names
- Job Title - select the title from the list and click Move selection to Chosen

- Phone/ Mobile and Email - add contact Information

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

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

Manage existing Leads

To view a Lead, click on its Name

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From the Options Panel, you can edit the Lead's information, add Notes, convert thor and clone it. Follow and Change Owner options allow other colleagues of your company to track the Lead and change the Lead's Owner

From the Related Details and Activities Panel, you have access to all the information details connected with the Lead:
Related - open Tasks and Activity History; you create new Tasks and attach any files
you can review Lead History, add Notes, upload files, create Tasks

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

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New - the stage is assigned once a Lead is created
Qualification - under this stage, you determine whether a Lead is a good fit for a product/ service
Converted - this stage is assigned when a Lead becomes an Opportunitya Project

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

Account

Create and Manage Accounts

An Account indicates a Business Entity or an Organization Accounts represent companies you plan to sell to. Your Business Entity created by Wildix is present in the list, but you cannot edit it.

Create a New Account

Click New button to create an Account:

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- Account Name
- Phone and Email

Click Save Save buttonto create an Account (if you want to create one more Account, click Save & New button)

Manage existing Accounts

To open an Account, click on Account Name

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From the Options Panel, you can edit the Account, add Notes, create an associated Project. Follow and Change Owner options allow other colleagues of your company to track the Account and change its 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

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you can review Account History, add Notes, create Projects, upload files, create Tasks

Project

Projects represent opportunities that refer 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:

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- Product of Interest - select Wildix product products/ services for sale

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

Manage existing Projects

To open a Project, click on Project Name

From the Options Panel, you can edit the Project, generate a Partner Community by Wildix, add Notes, change Owner or clone the Projectclone it. Follow and Change Owner options allow other colleagues of your company to track the Project and change its Owner

From the Related Activities and Details Panel, you have access to all the detailed information details connected with the Project: Contact, Account, open Tasks; you can create new Tasks and attach any filesyou can view associated Contacts, open Quotes and related Products, you can review Project History, Notes, upload files, create Tasks

To process the Project and move it to the next stage, click Mark Stage as Complete button

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Intro/ Qualification - at this stage, you need to determine MRR/ CAPEX Amount, Users of POC - how many users use Wildix
Demo
Project Presentation
Proposal - the basic condition to move to the next stage is Verbal Agreement
Contract out - Close Won or Close LostClosed - out
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

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Contacts represent 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
one

Phone and Email - add contact information

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

Manage existing Contacts

To open a Contact, click on its Name
From the Options Panel, you can edit the Contact , add Notes or clone itand clone it. Follow and Change Owner options allow other colleagues of your company to track the Contact and change its Owner
From the Related Activities and Details and ActivitiesPanel, you have access to all the detailed information connected with the Contact: Account, open Tasks, Activity History; you can create new Tasks and attach any you can review Contact History, Notes, upload files, create Tasks and upload files

Quote

Quotes in Salesforce represent the proposed prices of your company’s for 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. Quotes can be created from and synced with Projects and emailed as PDFs to customers.

Create a Quote

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Select a Project you want to generate a Quote for and click Generate Quote button
Select the Billing Frequency (Annual/ Five-year/ Monthly) 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

, click Next button
Select Products and Services. You can use a search field or select Family (Hardware Own Products/ Marketing/ CLASSOUND/ HWaaS/ Licenses Recurring/ Support Services). When the Quote is completed, click Next button
If required, you can change Quantity of Products/ Services, set End User Prices and Discounts, click Next button to proceed to the next step
Review the Quote and click Finish button

Manage existing Quotes

To open a Quote, click on its Name

From the Options Panel, you can edit the Quote, create a PDF or send the Quote via email
From the Related Details and Activities Panel, you can view the list of related Products/ Services, add Notes, upload attachments, create Tasks
To associate the Quote with the Project, click Start Sync button and confirm by clicking Continue button. When the Quote and the Project are synced, any change to line items in the Quote syncs with Products/Services on the opportunity, and vice versa.

Task

Tasks represent business activities such as making calls, sending quotes or other to-do items.

Note
You can also create tasks and manage Tasks in Lead, Account or Project., Project and Contact tabs, under Open Activities menu.

Create a New Task

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 QuoteQuote/ Other
Related To - associate it with an existing Account
Name - associate it with an existing Contact

Priority - set the Task priority: Normal/ High

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

Manage existing Tasks

To open a Task, click on its Subject:
From the Options Panel, you can edit the Task, create Follow-up Task/ Event, add Notes or delete it:, quickly change Date, Status and Priority, delete it

Once the Task is done, click Mark Complete button

Statistics

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

The Partner Report 2
The Partner Opportunities Report 1 shows the total number of Projects (Opportunities):
Quotes Report
detailed information about Projects
Amount Opportunities Report shows the total
OPEX (MRR) amount/ CAPEX amount:
amount of all created Quotes
Close Date Opportunities Report shows when Projects are closed

Settings

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

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

Logout

To log out:

Expand Settings in the top menu
Click Logout

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Versions Compared

Old Version 3

New Version 4

Key

Get Started

Create and Manage Leads

Lead

Create a New Lead

Manage existing Leads

Account

Create and Manage Accounts

Create a New Account

Manage existing Accounts

Project Creation and Management

Project

Create a New Project

Manage existing Projects

Contact

Contacts represent 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

Manage existing Contacts

Quote

Create a Quote

Manage existing Quotes

Task Performance

Manage existing Quotes

Task

Create a New Task

Manage existing Tasks

Statistics

Settings

Logout