sfdc - step by step reference guide
TRANSCRIPT
3M Confidential.1 May 1, 2023. All Rights Reserved.© 3M
Kelsea Kiene(651) 207-7179
SFDC GuideHow To Enter: Distributor, Keeping, Priority Activities
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Distributor Activities: Defined
1.What: Activities that occur with a distributor rep.
2.Where it’s logged: End User Accounts, Distributor Accounts, or Opportunities.
3.How it’s Logged:
• Joint Call with Distributor = I physically went somewhere and made a call with a distributor rep.
• Training = I physically went somewhere with a distributor contact and performed a training.
4.Please Note: Distributor Activities must contain a distributor rep contact
Tip: Sales Support Center can enter distributor activities
3M Confidential.3 May 1, 2023. All Rights Reserved.© 3M
Who: Joint call with Rob Zenobi (Camalloy)
Account: Metal Masters
Objective: Assess ASD opportunities and meet key decision makers
What happened: Demo 1.5HP and identified Scotch-Brite opportunity
Distributor Activity: Example
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1.) Type in Account Name
2.) Select Account
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Click “New Event”
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Click “Continue”
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1.) Enter Distributor Name
2.) Enter Relevant Subject 3.) Select – “Joint Call with Distributor”
4.) Enter Description
5.) Click “Save”
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Keeping Activities: Defined
1.What: Activities at Keeping Accounts
2.Where it’s Logged: End User Account*
3.How it’s Logged: Keeping/Priority activity.
4.Please Note: Keeping activities must contain an end user contact.
*End User Account must be designated as a Keeping Account (aka: Priority Account) in SFDC
3M Confidential.9 May 1, 2023. All Rights Reserved.© 3M
What: Bi-Weekly call
Objective: To maintain relations with key decision makers and protect business
Account: Custom Hoist
What happened: Visited key areas of plant and follow recent quality concern
Please note: A distributor did not join me on the call
Keeping Activity: Example
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Select Account
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Ensure “Priority Account” is indicated
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Click “New Event”
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Select “Key Activity Event”
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Enter End User ContactEnter Subject
Select “Keeping/Priority Activity
Save
Enter description
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What: Opportunity that you’ve identified as priority within SFDC
Where it’s logged: Opportunity
How it’s logged: Keeping/Priority activity.
Please Note: Priority opportunity activities must contain an end user contact.
Priority Activity: Defined
3M Confidential.16 May 1, 2023. All Rights Reserved.© 3M
What: Testing 4-1/2” Cubitron II Grinding Wheel with supervisor and key operators
Account: Winkle Industries
Please note: Call was not conducted with distributor
A priority activity is define as an opportunity that we plan to move forward in the sales process this
quarter.
Priority Activity: Example
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Select Account
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Create Opportunity
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1.) Check “Priority Opportunity” box
2.) Click “Save”
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Select New Event
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Enter End User ContactMeaningful Subject
Select Keeping/Priority Activity
Enter Description
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What: Calls with a distributor rep in a keeping account and/or a priority opportunity.
Where it’s logged: Keeping End User Accounts, or Priority Opportunities.
How it’s Logged:
Joint Call with Distributor = I physically went somewhere and made a call with a distributor rep.
Training = I physically when somewhere with a distributor contact and performed a training.
Must contain a distributor rep contact AND an end user contact
Combination of 2 or 3 Activities:Distributor + Keeping + Priority
3M Confidential.23 May 1, 2023. All Rights Reserved.© 3M
What: Follow up on GTO for 4-1/2” Cubitron II Grinding Wheel with supervisor and key operators
Account: Winkle Industries
Please note: During this call the distributor, Pete Donahue, joined me to follow up on GTO
Note: If the end user account is a “priority account” in SFDC, the call will register as distributor + priority + keeping activity
Distributor + Priority Activity: Example
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Select Opportunity
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Reminder: Ensure priority opp box is checked
New Event
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Click on magnifying glass icon: to look up contacts and/or add more
than one contact
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Search Distributor Name
Select contact
Click Add Arrow
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1.) Search for End User Contact
2.)Select Contact
3.) Click on Add Arrow
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Reminder: Distributor Contact must be first contact (Primary) on list
Tip: Make a contact primary by selecting name and clicking
“Make Primary”
Click Done
3M Confidential.30 May 1, 2023. All Rights Reserved.© 3MClick “Save”
Joint Call with Distributor
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Please feel free to contact me with any questions, concerns, or feedback.
Thank you
“Teamwork makes the Dream work”