Salesforce Partner Community Guide

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

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:

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

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.

New Fast Pipeline

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

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

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

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

Submit a Case

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

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

Also, via Home page you can access WMP by clicking More -> WMP in the top menu:

WMP opens inside Salesforce Partner Community:

Lead

A Lead is every potential sales opportunity that has not been qualified yet. For instructions on how to create, manage and import Leads, check out the document How Manage Leads in Salesforce Partner Community.

Account

Accounts represent companies you plan to sell to.

Create a New Account

Click New button to create an Account

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

- Account Name
- Phone
- Email

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

Manage existing Accounts

You can sort Accounts out by clicking on List Views:

To open an Account, click on the Account Name

You can change Account Information, create Fast Change order, change PBX DNS
From the Options Panel, you can edit the Account, 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 and Actions Panel, you have access to all the details connected with the Account: you can review Account History, associated Contacts, add Notes, create Projects, upload files, create and manage Tasks

DealHub Subscriptions

In the DealHub Subscriptions section, you can view product information, quantity, and subscription start date:

When you click on DealHub Subscriptions, a dedicated page opens where you can see the full list of subscriptions, including such information as subscription name, product information, quantity, subscription start and end dates, status, partner cost and total price:

There are the following subscription statuses:

Active: subscription that is currently active
Pending: start date of the subscription has not started yet
Expired: implies a subscription that was upgraded / downgraded / decreased (e.g. if Essential licenses were changed to Business licenses, the Essential licenses are marked as Expired)
Cancelled: refers to subscriptions in which the number of licenses / items was descreased to 0.

Subscription start date gets updated when any you apply any changes to the subcription. Subscription end date is displayed for the subscriptions that were expired or cancelled.

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.

Video Tutorial: How to manage Projects

Create a New Project

To create a new Project, choose the necessary Account and click New Project on the Account page:
Fill in mandatory fields:
- Project Name
- Account Name - associate the Project with an existing Account or create a new one
- Contact - associate the Project with an existing Contact or create a new one
- 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

- Interested Solution - select the solution(s) you are interested in
- Total Users - enter the total number of users
- Opportunity Type - select type of opportunity (New Business / Existing Business/ Existing not with Wildix)
- Product of Interest - select Wildix products/ services for sale
- Project Currency - select currency used for the project

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

Once Project is created, the Cost Info is filled out automatically:

Expected MRR (Calculated): the value is calculated by the following formula:
Total Users * (Weighted Average Price for Licenses + Weighted Average Price for HWaaS + Weighed Average Price for CLASSOUND)
Note: Weighted Average Prices are used in the formula based on the options selected in the “Interested Solution” field.
MRR: equals the “Expected MRR (Calculated)”; after the Primary Quote is generated, the value in MRR field equals the actual MRR based on the Primary Quote
Weighted Pipeline: the value is calculated by the formula MRR * Probability
Pipeline MRR: the MRR of Bonus Pipeline incentive

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, view Quotes, add Notes, clone it, request assistance. Follow and Change Owner options allow other colleagues of your company to track the Project and change its Owner

From the Related 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 7 stages:

Intro/ Qualification - at this stage, you need to determine 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 (managed automatically)
Order Management (managed automatically)
Closed (managed automatically)

There is currently an incentive named Bonus Pipeline, which provides bonuses for Business Plan projects. The Bonus Pipeline requirements are considered satisfied after the Area Manager sets the field “Approved by AM” as “Yes”. Area Manager can do it within 30 days after the Opportunity was created. The Pipeline MRR is populated based on the MRR field and is automatically filled out when the Area Manager approves the Opportunity.

Answering questions in Demo Answers Section is optional:

Manage Reseller Projects

Within Salesforce Partner Community, it is possible to manage records (create a project, a quote and an order) on behalf of a Reseller. For this, you need to mark Project as Managed by Reseller:

a) when creating a new Project

Choose the necessary Reseller in the Managed by Reseller field:

b) edit existing Project

Open the Project page
Navigate to the Key Info section -> Managed by Reseller field
Click Edit (pencil icon)
Choose the reseller and click Save

When you create a quote for such project, the chosen Reseller's name automatically appears on the quote and you can manage quotes and orders on behalf of a Reseller.

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

Fill in mandatory fields:
- First and Last Names and Title
- Account Name - associate the Contact with an existing Account or create a new one

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 panel, you have access to all the detailed information connected with the Contact: you can review Contact History, view and add Notes, upload files

Quote

Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers. For instructions on how to create a Quote, check out the guide How to Create Quote and Confirm Order in Salesforce Partner Community.

Order

Order section lets to create and manage orders. For more details, check out the document How to Create Quote and Confirm Order in Salesforce Partner Community.

Change Order

In case you need to make any changes to a confirmed order / active Customer, you need to follow Change Order procedure. For more detailed instructions, check out the documentation Change Order and Fast Change Order Process in SFPC.

Order Items to Stock

It is possible to order CAPEX products to your stock, so that you can order products anytime and use them with new or existing PBX. For more details, check out the guide How to Order Items to Stock.

Case

The tab can be used to monitor the status of CLASSOUND orders. Each time when a quote with CLASSOUND add-on (Full Porting, Outbound Only, New DID, New Free Phone) is signed and an order is created, the system automatically creates the relevant number of cases, depending on the number of CLASSOUND add-ons ordered.

Here you can track the cases and their progress, as well as communicate with our support team directly through the case. Here you can track the cases and their progress, as well as communicate with our support team directly through the case. So, case is like a ticket that is created to monitor implementation of the CLASSOUND solution.

Cases section is also available on the following pages:

Account: displays all cases related to a specific account
Order: displays all cases related to a specific order

Detailed information about the case can be checked on the Case page:

You can use the panel on the right side of the Case page to communicate with CLASSOUND support on this case and attach files if needed:

When CLASSOUND support agent replies/ posts a question, you should receive an email notification, to easily navigate to the necessary case and reply there.

Task

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

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 Select list display:

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, go to the Reports tab and click New Report
Choose report Category (1), e.g. Projects as on the screenshot below and Report Type (2):
Once you choose the necessary report type, click Start Report:
At this stage, you can add/ remove any columns to your Report. To add more columns, click on the Columns field and choose the necessary option(s):
To group rows, click on the Group Rows field and choose the rows by which you want to group the report:

The grouping is displayed on the left. In our example, you can see the report in which projects are grouped by stage (Intro/ Contract Out / Order Management, etc.), project record type and lead source:
Click Save & Run to generate the Report:

Manage existing Reports

To open a Report, click on its Name
You can edit the Report, save it, or export it in .xls format:

Export Quote information

It is possible to export quote information via Report tab:

Use Search field to search for the necessary Quote
Click on the arrow icon on the right and choose the Export in the drop-down menu:
Proceed with the export, choosing the desired option:
1. Formatted Report, which includes report header, groupings, and filter settings
2. Details Only, which include detail rows only

Price Book

To see the pricelists, follow the steps below:

1. Navigate to Pricing at the bottom of the page and click Price Book:

2. On the screen that pops up, choose the Product Type (CapEx/ OpEx/ CLASSOUND) and Price Book Type (Gold/ Silver/ Reseller) and click Next:

3. Look for the necessary option in the Search field. Or, if you want to download the entire list, choose the option Export to xlsx or Export to csv:

Analytics

Three reports are available on the Home page -> Analytics tab at the bottom of the page. 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.

Additionally, you can generate other reports in Report menu.

Partner Opportunities Report shows the detailed information about Projects
Amount Opportunities Report shows the total amount of all created Quotes
Close Date Opportunities Report shows when Projects are closed

Settings

By clicking on your profile at the top, you can access Settings, edit your personal Profile and check your Company Account.

Profile - this is your personal Profile, you can add user picture, edit your personal information
Settings - here you can view your account information, manage email notifications. In Settings section, you can also change language if required:
Account Information - this is your Company Account, with information about account name, account owner, email, etc:

On the Related tab, you can find information about contacts, projects, orders, cases, etc.:

Logout

To log out:

Expand Settings in the top menu
Click Logout