Streamline your sales process management in IS standard documents with airSlate SignNow

How to create outlook signature

hello everyone welcome to southeastern channel in this video we'll be going through a real world example of a sales process that is happening between two companies and as part of this sales process we'll be covering all the main features in sales for sales cloud product so this will be very important in case if you are preparing for a sales cloud consultant certification because it's really important to understand the business process before you go into the details of each individual business process so this is the sample scenario that we are going to cover it is between two companies one company is called universal computers which is in the business of selling computers and a hospital called the well zone hospital and there they wants to buy 100 100 computers as part of a sales process and we need to individual uses from both side tom will be the user from universal computer side and the carrier will be the user from wilson hospital side and carol is the department id head responsible for buying computers for a hospital so this this scenario this overall sales process happens over multiple steps and in order to cover that i have put together a different diagram so this is a detailed process diagram that involves nine steps which involves all different individual business steps that are happening as part of a big sales process so it goes all the way from where a lead is created and how codes are sent out and then how contract is signed and how an order is created so at a high level these two are the companies universal containers universal computers uh that is selling the computers and the built-in hospital uh they wants to buy 100 computers and usually the first step is someone from the buyer side reaches out to the product company the company that is selling the product so in our case we have carroll uh who visited universal computers website and she filled in a conductor's form uh in their website and usually when usually these contactless forms are powered by a feature called delete which is uh very similar to the form that we see in websites like salesforce website say for example if you go to a sales website you you will be able to see a form where you can fill in the details and someone from their site will reach out to you so similar to that in our case uh carol has filled in the details and it will come to universal computers as a lead since we don't have it lead in place we are going to manually create this for now but just assume that usually it happens automatically and filling in the details so so once a lead is created and the first step is over in our case we have created the first name the second step is usually the lead will get assigned to some internal use for a sales saving in our case tom is our internal user so a storm uh i will so here we are logging in as admin always but assume that this uh lead creation step usually happens through some automation and the data comes into salesforce so now tom's close and tom goes into the website goes into sales cloud and he finds this late and usually the first step that a sense of them does is they usually reach out to the user to get more details uh so so in this case she he has all the details of carol and from description he was able to find that she is interested in buying some computers so he will go in and he he will usually give her a phone call but since it's in switch since he has the number already here he can either dial with you his phone number or he can even reach out through an email and then set up a meeting but whichever way he proceeds to the next step usually he tracks the steps here so like say in our case he gave a call to carol and assume that she expressed their interest in buying 100 computers from universal computers so he will just track it here [Music] and once he is sure that it is a genuine interest uh usually uh or we always get to head to the third step so tom gave a call to gerald and he got more details and she and he created uh here he logged the call here and usually the step that happens after that is the conversion of blade so we have a leave here already and once uh sales again know that it is a genuine interest usually they go and convert the lead so usually they'll be button convert inlay so when we create when we convert the lead usually we will get these options like you will get an option to create a new account contact and opportunity or you can even say say it was a second opportunity from the same client and you already have their account and applicants in salesforce so you will just select choose existing in that case but in our case carol is a brand new customer and we don't have their account details also so we just create new reports and usually in the opportunity name we give descriptions so here we can see like a hundred meters just to differentiate it from the chemical we can give the opportunity here so once it is converted it will create an approach a contact and an opportunity and if you know the salesforce object model account this must be inducted and the contact android can be a child.com and then opportunity for selling 100 computers and the account name is usually the company name that is coming from uh coming from the lead so so now we have completed the next step also which is uh converting the lead into account contact and opportunity so then so at this point tom has talked to carol and he knows that she wants to buy her converter so the next step is to send her a code a quote is nothing but a documentation telling this many way we can sell this many computers for this price so let's uh go and see how to generate a coordination source yeah but before generating import uh make sure that you have called generator but which feature enabled in salesforce so if you go to setup and if you search for a code there will be code settings and from core settings you can enable all disable this feature in my case it is already enabled that's why you are able to see uh you will be able to see it in opportunity layout so quotes are usually converted from opportunity so you go to opportunity and you can even take quote from here uh sometimes uh there will be additional conversations that are needed before we go into the code conversion process if that is the case uh usually the sales will add the products here so in our case uh carol is interested in buying 100 computers right so we select this this will say that she's interested in 100 and the individual price of one computer is 500 so once i have created this opportunity product here uh i can see that the problem node has changed to reflect uh multiple questions comparing the camera and usually it goes to additional internal discussion and external discussion especially when it is a library like this uh they'll be uh in in this case university communities will be discussing internally to see whether they can give any discount or how to maximize their profit so say in our case they will be going through this different statuses and once they have gone through all these statuses uh usually they will send out a send a quote out to the end user so that's usually denoted by this proposal or price quote so usually what happens here is they will generate a quote from here so let's say it's going to explain so it's going to uh wilson hospitals initially when they are working on it they will keep it in drive stage [Music] so they can do some details here so here we will usually specify the point of contact from the other company and their address will be automatically pre-filled from the account that we have in salesforce so let's say we are happy with that for details uh so another one process that we usually do as part of creational parties uh singing the primary code to opportunity so that is done using the start sync button so here you can see that whatever once you have started syncing it for to opportunity uh automatically the production opportunity will be updated ing to quarterly maintenance so now we have one what under the opportunity and we are going to email say we are going to email this code to error so we have emailed record from salesforce to account so now we are waiting for a carroll's response on the code and uh say if it is going through some negotiation we can just mark status 2 and negotiation overview so in our case we have we have passed this step also so tom has sent a code to carol and it is for a hundred computers and the price is 50 000 uh usually there will be negotiations that are happening as part of this process so you can always not happening not happy with the price uh so you usually they will set up additional meetings discuss further to see whether they can reduce the amount all these things so in this case say they gave a call to each other or they set up a meeting and offline they have decided uh that tom can give another 10 percent discount and they will give one year free one day also and for the product so so this is to make sure that the deal closes because usually uh tom's company will be selling it at a higher profit so giving a 10 percent discount on such a large deal is usually even mean for both companies so now what happens is uh from opportunity now tom has to create a new code so here it's again 100 computers discounted so initially this in drop stage let's say we are good with the details oh so here here we have missed one thing before we send out uh we need to apply the discount so usually that is applied in opportunity so what we'll do here is oh sorry it's not applied in opportunity usually the discount is applied in the code itself so we will go to the code we have the product added here right so we will give you a discount here so we are going to give this time so once i have discovered supplied uh this amount will reduce to uh forty five thousand instead of fifty thousand uh but still in order to in order for this data to sing back to sing back to the opportunity you need to mark this new code so now the data will be sending out with opportunity and if we go to the opportunity you should be able to see that demo investor is so at this point uh we have sent a quote also to uh [Music] so so in our case let's assume that uh carol is happy so so we have passed step seven uh tom hassan they called to payroll and let's assume that carol is happy with the code so she is going to sign a contract so usually that happens outside salesforce and usually we just track the contract alone in the same source just by creating a contractor called and linking it so let's do that so let's assume that carol is happy with the deal and she signed the contract so we will just uh close this opportunity and here we have two please so then we can either pass one which means the company has scored this field or say can only decide to go with some other company in that case we'll be marking it as supposed to loss so in our case we have one display so we mark it as close so that basically means that we have successfully uh close this opportunity so next in order to track that opportunity i said in order to drag the new contract so we will go to contract of g will create a new that represents the legal document that is signed between the companies so the contract starts from uh company it's usually our company will come here and their company is signed on uh say customer also signed on 29 usually this can be facilitated by external externally signed products if needed and then usually we fill in all these details but in our case what i'll say your simplicity let's just save it so at this point we have created a contract denoting that uh denoting that this sale is authorized between two companies and usually along with the sale be great and order also so the order many medium sales is pretty limited but still it is useful to track simple orders so in our case uh this is a contract that we just typed in salesforce and listen to this hospital and they're already starting on say first so carol is the customer from the company inside our house so usually not uh usually when we create a product it automatically doesn't copy the products from related related code or opportunity products so we have to add it manually so in our case we'll just select this in here we can build some automation that we need we can probably build a custom interface where we can clone the products into an order let's see if we can specify the discount here yeah there is no way to specify this corner here yeah but since we gave discount probably we can put it this way to reflect the total price yeah that's pretty much the process uh so here we went from into end of the sales cloud process and that is uh two companies selling products between each other and initially the company that wants to buy the product goes into the website and fills in the details and then it gets created in the company that sells the product and then someone reaches out to the company that wants to buy the product and if they're generally interested usually they usually the product selling company converts it into an account and one day and an opportunity also and they generate codes as part of this process and uh emails pdfs version of the code image video version report and there can be negotiations sometimes and if there are negotiations usually there might be some discounts for product adjustments provided as part of the negotiations and once per sets are happy uh the company parts who wants to buy the product will be signing a quadratic and at that point if we are tracking contract and orders in salesforce we'll be creating two reports in contact android objects and will be linking your thing together yeah that is pretty much the sales cloud business process now in future videos we will go through how individual steps are happening what are the other features like we just skipped over the process telling like we will be using uh web delete to send lead into salesforce but we didn't go into any details all those status will be covering in future videos thank you for watching the video hope you guys liked it please like the video and subscribe to the channel you