Opportunities
Opportunities = this in Trilogie
quote or bid
Even if they might work for a business, this field will still show the individual you are working with on a specific opportunity
Contact
Daily! It should be opened every morning at a minimum.
Salesforce will only be as good as you are at checking it.
When Emailing a Cart the Internal Message field goes into what field in Salesforce
Next Steps
Notifications will pop up in this general area of Salesforce and will have this icon
Top Right Corner
Bell
Opportunities should be worked with this frequency
Daily!
This is like a file folder for a company or customer that shows who works for them and who is involved on projects
Account
When I login to Salesforce I should start on this page
My Home Basics
A cart number will only show in Salesforce when you created a
CART
Projects do not have a cart #
This icon shows in Outlook when Salesforce is linked up
Blue Cloud
What are the 3 pieces of information you will need to enter and/or update on a Salesforce Opportunity
Follow Up Date
Close Date
Next Steps
True or False
You should be creating all contacts and accounts in Salesforce.
TRUE!
Please start creating all accounts and contacts in Salesforce and then click "Login as Customer"
When you create a Build Project you need to click this button for it to attach to you as the Salesperson
ASSIGN TO ME
If you create a project and the customer buys only a portion of this it will create a _____ opportunity.
We can close it by marking it as a _____________ in the Loss Reason column.
Duplicate
Duplicate Record
Forever!
What 3 different actions will create an opportunity?
1. A Build Project
2. A Cart is Emailed
3. A Build Project that is exported to Trilogie
Explain the difference between an Account vs. a Contact
When you create a customer account, you are creating a Build.com account as well as a Salesforce profile.
Do not choose to create a contact only.
Remember, an account is for both a homeowner and a trade client - but for a homeowner the account & contact name will be the same. For a Builder/Designer the Account will be the business and the contact will be those you are working with on a given project.
Ex: Bob the Builders // Bob Smith
Clicking this button in Salesforce after updating an opportunity will update the page
(Remember, this is the refresh icon in Salesforce not at the top of the browser).
Please give 3 examples of what Next Steps could be
Call Customer On Tuesday after he talks with his plumber
Call Paul today to ask clarifying questions on shower valve (3/4 or 1/2")
Email Specs to Contractor on Monday
Name 3 different "Loss Reasons"
Duplicate
Bid Not Awarded
Low Value Account
No Customer Response
Funding Lost
Permit Issue
Pricing
Availability
Weather
COVID
If you name multiple opportunities the same thing for the same customer, this will happen
The opportunities will merge
If you are working with a new customer account called Design Works and they have 10 employees... what would I do in Salesforce?
You would create the Design Works account using a standard email like info@designworks.com
Then you would go in and create a contact for each designer working @ Design Works and you would link them to the Design Works account.
Name 3 Benefits of Salesforce
Better organization for your day
Better follow up w/ customers
Better communication w/ customers.
Better plan for closing/tracking/updating quotes.
Keeps emails forever!
Better record of our customers.
Remember, Salesforce is only helpful if you use it!
What are we asking you to do starting today going forward?
Check Salesforce daily and update opportunities.
True or False
When you move items from a project into a cart and email it to a customer, it will merge the two opportunities in Salesforce.
FALSE!
Remember that if you put items into a cart from a project (without closing the sale) it is going to create another opportunity. You may need to go close the project as a duplicate after this - you might not - just depends. See below example.
Example: Project has 3 bathrooms, you move all the valves to a cart to email that cart to the customer. Project has all remaining finish plumbing left on it - you would not want to close this out.