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Info

This Documentation describes how to use 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

Wildix Partner Community 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:

You have access to the different menus:

Wildix Partner Community Guide
Wildix Partner Community Guide - create and manage Leads
Wildix Partner Community Guide - create and manage Accounts for companies you plan to sell to
Project - create and manage Opportunities that refer to the high probability of generating sales revenue
Wildix Partner Community Guide - create and manage Contacts
Wildix Partner Community Guide - manage proposed prices of products/ services
Wildix Partner Community Guide - create and manage business activities
Wildix Partner Community Guide - generate and manage reports

Home

From the Home page, you can access Wildix Partner Community Guide, accept Incoming Leads and quickly create new Leads and Accounts. The Search Field allows you to find any information.

Lead

A Lead is every potential sales opportunity that has not been qualified yet. It can either come from Marketing (both from your Marketing or Wildix Marketing passed to you), or from any activity you and your sales team have done. You need to make sure this potential sales opportunity (or lead) has some characteristics without which it doesn't make sense to move forward in the sales cycle and make this Lead an opportunity. Up to you to decide which characteristics are required, but generally speaking, we talk about: the company is in target, the person is the right one etc, so Wildix Partner Community gives you the opportunity to track this qualification process through the Lead object.

Once all the information needed to characterize the potential customer is collected, Lead is ready to be converted into an Account, Contact and Project.

Account, Contact and Project are the key object related to the Sales Process. Accounts and Contacts are useful in order to store information about your customers. Accounts represent the companies, and Contacts - are the people who work for them.

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

- 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)

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

You can sort Leads out by clicking on List Views:

It is also possible to display Projects as a Kanban board by clicking on Display as:

To view a Lead, click on its Name

From the Options Panel, you can edit the Lead's information, add Notes, convert 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 Actions Panel, you have access to all the details connected with the Lead: you can review Lead History, add Notes, upload files, create and manage Tasks

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

The Lead conversion process itself consists of 3 stages:

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 a 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

Accounts represent companies you plan to sell to.

Create a New Account

Click New button to create an Account

Select Customer / Reseller Account and click Next

...

To create a Customer/ Reseller Account, fill in the following mandatory fields:

- Account Name
- Phone and Email

...

Manage existing Accounts

You can sort Accounts out by clicking on List Views:

To open an Account, click on Account Name

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 Actions Panel, you have access to all the details connected with the Account: you can review Account History, add Notes, create Projects, upload files, create and manage 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:

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 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

You can sort Projects out by clicking on List Views:

It is also possible to display Projects as a Kanban board by clicking on Display as:

To open a Project, click on Project Name

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

From the Related Details and Actions Panel, you have access to all the details connected with the Project: you can view associated Contacts, open Quotes and related Products, you can review Project History, Notes, upload files, create and manage Tasks

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

The Project Management process itself consists of 6 stages:

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

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

...

Account Name - associate the Contact with an existing Account or create a new 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

You can sort Contacts out by clicking on List Views:

To open a Contact, click on its Name

From the Options Panel, you can edit the Contact and clone it. Follow and Change Owner options allow other colleagues of your company to track the Contact and change its Owner

From the Related Details and Actions Panel, you have access to all the detailed information connected with the Contact: you can review Contact History, Notes, upload files, create Tasks and upload files

Quote

Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed as PDFs to customers.

Create a Quote

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

Select Billing Frequency (Annual/ Five-year/ Monthly) and Proposal Expiration Date, 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

You can sort Tasks out by clicking on List Views:

It is also possible to display Quotes as a Kanban board by clicking on Display as:

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 Actions Panel, you can view the list of related Products/ Services, add Notes, upload attachments, create Tasks

...

Task

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

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

Create a New Task

Click New Task button to create a Task

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

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

You can sort Tasks out by clicking on List Views:

It is also possible to display Tasks as a Kanban board by clicking on Display as:

To open a Task, click on its Subject:

...

From the Options Panel, you can edit the Task, quickly change Date, Status and Priority, delete it

Once the Task is done, click Mark Complete button

Report

Create a new Report

To generate a Report, click New Report

Choose Report Type and click Continue

At this stage you can add/ remove any columns. Click Save & Run to generate the Report

Manage existing Reports

To open a Report, click on its Name

You can edit the Report export it in .xls or .csv formats

Statistics

Three reports are available under Home tab. To open a report, click on the graphs and click View Report. You can edit any of the Reports and export them in .xls or .csv formats.

Note
Additionally, you can generate other reports in Wildix Partner Community Guide menu.

Partner Opportunities Report shows the detailed information about Projects

Amount Opportunities Report shows the total amount of all created Quotes

...

Settings

From Settings menu, you can access Home tab, edit your personal 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 Company 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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Info

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

Related documentation: Submit a Case via Salesforce Partner Community

Created: December 2021

Updated: May 2024

Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ

Table of Contents

Get Started

Salesforce Partner Community 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:

Image Added

You have access to the different menus:

Home - view news & updates, submit a case, etc.
Lead - create and manage Leads
Account - create and manage Accounts for companies you plan to sell to
Project - create and manage Opportunities that refer to the high probability of generating sales revenue
Contact - create and manage Contacts
Quote - manage proposed prices of products/ services
Order - create and manage orders, order items to stock
Task - create and manage business activities
Report - generate and manage reports

Image Added

Home

From the Home page, you can access Statistics, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.

Image Added

Also, via Home page, you can create a New Lead (1), New Account (2), New Project (3):

Image Added

The button New Fast Pipeline offers a quick way to create an Account, Contact and Project:

Image Added

On the first screen that opens, fill out the following data and click Next:

Company Name - enter name of the Company
Email - enter email address
Phone - provide phone number of the Customer
Salutation - choose how to turn to the Customer
First Name - enter first name
Last Name - provide last name

Image Added

On the next screen provide the Sales project information and click Next:

Interested Solution - select the preferred solution(s)
Opportunity Type - choose if it is a New business or business existing not with Wildix
Product of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)
Total Users - enter the total number of users
Close Date - estimate the date when you expect to close the Project
Notes - add notes if required

Image Added

When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Project.

Via the Submit a Case button, you can create a ticket for Customer Care, Tech Support or request a new Feature:

Image Added

See the document Submit a Case via Salesforce Partner Community for more details.

Lead

A Lead is every potential sales opportunity that has not been qualified yet. It can either come from Marketing (both from your Marketing or Wildix Marketing passed to you), or from any activity you and your sales team have done. You need to make sure this potential sales opportunity (or lead) has some characteristics without which it doesn't make sense to move forward in the sales cycle and make this Lead an opportunity. Up to you to decide which characteristics are required, but generally speaking, we talk about: the company is in target, the person is the right one etc, so Salesforce Partner Community gives you the opportunity to track this qualification process through the Lead object.

Once all the information needed to characterize the potential customer is collected, Lead is ready to be converted into an Account, Contact and Project.

Account, Contact and Project are the key object related to the Sales Process. Accounts and Contacts are useful in order to store information about your customers. Accounts represent the companies, and Contacts - are the people who work for them.