Admin L1

admin Lesson One

Introdution to smartfox prime

The SmartFox Prime© Application (referenced as the App) is a Business Forecast Management© (BFM) System created by SmartFox Technologies™ for Salesforce™ Customers. Available on Salesforce™ AppExchange, SmartFox Prime is an easy-to-use Sales tool that enables a Company to bring more accountability and accuracy to their Sales team’s pipeline in Salesforce™ based on rules, past events, and management insight.

Here are the benefits and features a Sales Manager and Sales Team will receive once SmartFox Prime is implemented into your Company’s Salesforce™:

Consistency & Cadence in Forecasting for All Sales Executives
Strengthen Foundation & Structure within Salesforce™
Increase Sales Probabilities % through Accurate Forecasting
Improve Accountability in Sales Process for All Sales Executives
Comprehensive Forecast Reports & Dashboard Views for All Users
Customer & Prospect Engagement Software
Best Practices Software to help All Sales Executives Achieve Results
Proven SmartFox BFM Algorithms providing Quality Forecast Recommendations
Increased Results by Motivating & Rewarding All Sales Executives
Sales Management Insight, Design, & Customization
Sales Executive Performance & Measurement Software
Easy to Use Sales Management Coaching Software

understanding smartfox prime's features

Before using SmartFox Prime, please make sure the Admin and All Users of SmartFox Prime watch the tutorial video called “Getting Started with SmartFox Prime”. Until the Admin or End User watches this video, he/she will not understand the features of the App.

This guide helps an Admin and Sales Manager for a Company understand how to use the SmartFox Prime App. The guide is not intended to explain the features of the App. Here is a short overview of SmartFox Prime core features:

Milestones to Move
Milestones to Move are a Company’s expectations of the items that a Sales Executive needs to complete before progressing to the next stage of an Opportunity. As the Sales Executive progresses through these Milestones to Move, SmartFox Prime calculates the probability of closing based on rules, past experience, and Sales Executive insight; bringing more confidence in forecasting and a Company’s revenue goals.

Here are examples:

Have you met all the decision-makers involved in this purchase?
Have they requested a presentation of our products?
Have you given them a budgetary estimate yet?
Do they have funds available to purchase our products?
Have you asked them which vendors they are considering for this purchase?

Best Practices
Best Practices are recommendations to the Sales Executive of the good activity and work they should be performing in each stage of the Sales Cycle. Best Practices is a guideline for success, from the Company which educates and empowers a Sales Executive to make smart decisions within each stage.

Here are examples:

Sales Executive provides each decision-maker a company brochure
Sales Executive takes the decision-makers out to eat lunch
Sales Executive sets up a follow-up time with the decision-makers to touch base with them
Sales Executive sends them a follow-up email thanking them for their time
Sales Executive ask each of the decision-makers for their business

Salesforce™ Responsibilities
Salesforce™ Responsibilities should be clearly defined for each Sales Executive to follow so they understand the Company's expectations of work necessary in Salesforce™ within each stage.

Here are examples:

Have you entered all your notes from your meeting(s) with them into Salesforce™?
Have you put all the decision-makers’ contact information into Salesforce™?
Have you entered what you feel is the right purchase amount for the opportunity correctly in Salesforce™?
Have you determined the next steps with the Customer and entered them into Salesforce™?

Customer Tracker
The Customer Tracker is the tool a Sales Executive utilizes to walk the Customer through the next steps in the buying process. These are recommendations made from a Company’s leaders to their Sales Executive(s) so they take ownership of the buying process with the Customer.

Here are examples:

Have you created a selection committee to help you evaluate the vendors you are interested in?
Do you know when you want to make the purchase and how much funding you’ll need?
Have you determined your selection criteria for picking a vendor?
Have you set up a time for each vendor to give you a presentation of their products?

Additional Details
Additional details are links to helpful documentation which the Sales Executive can utilize within each stage. SmartFox Prime allows Sales Executives to have access to these links in one place rather than separate Company intranets, websites, file servers, etc.

Please note: The Admin of Salesforce™ and SmartFox Prime will be responsible for providing each End User privileges to use the SmartFox Prime App. Errors will occur on the Sales Executive’s Salesforce™ screen if he/she hasn't been granted the proper User’s Rights.

Back to Admin Training Center

next lesson