Skip to end of banner
Go to start of banner

Salesforce Partner Community by Wildix

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


Created: December 2021

Permalink:

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 mycompany.wildix.com, enter Login and Password and click Log in:You have access to the different tabs:


Lead 

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, fill 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, Phone/ Mobile and Email - add contact information 

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

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, add Notes, change its Owner, change the Lead type (Customer or Reseller) or clone it

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

The Lead conversion process itself consists of 3 stages:

  1. New - the stage is assigned once a Lead is created
  2. Qualification - under this stage, you determine whether a Lead is a good fit for a product/ service
  3. Converted - this stage is assigned when a Lead becomes an Opportunity

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


Account

An Account indicates a Business Entity or an Organization 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:


  • 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)

Manage existing Accounts

  • To open an Account, click on Account Name


  • From the Options Panel, you can edit the Account, create an associated Project, add Notes, change the Account type (Custom or Reseller) 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 

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 - select 

    • 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


  • Click Save 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, add Notes, change Owner or clone the Project

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

  • 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:

  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 -  the basic condition to move to the next stage is Verbal Agreement
  4. Proposal
  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

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

  • Click Save 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 it

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

Task Performance

Create activities and associate them wi

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 - 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


  • 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:

  • Once the Task is done, click Mark Complete button

Statistics

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


Settings

From Settings menu, you can access Home page, 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 Company Profile created by Wildix, you cannot modify the information present on this page

Logout

To log out:

  1. Expand Settings in the top menu

  2. Click Logout 



  • No labels