Basic Case Assignment Work
Student Assignment #1 - Estimated Completion Time - 30 - 45 minutes
SmartFox Technology Case - Selling widgets to Boat Dealers
Step #1 - Watch or rewatch the below video called "SmartFox Prime End User Features" also available in the Home Screen of the SmartFox Student Training Center. At a minimum, SmartFox Technologies recommends you watch this video to give you an understanding of the purpose behind SmartFox Prime's - Business Forecast Management System End User features and help you complete this assignment.
Step #2 - Watch or rewatch the video below called "Building a New Opportunities with SmartFox Prime Tutorial" also available in the Sample Case Assignment area of the SmartFox Student Training Center. At a minimum, SmartFox Technologies recommends you watch this video to ensure you fully understand how to build opportunities in Salesforce with SmartFox Prime.
Step #3 - Follow the steps below to build new opportunities (starting with Step #1) within SmartFox Prime and Salesforce. Start by logging into Salesforce with the credentials given to you by your professor. By this point, you should have received an email which allows you to create your own password for Salesforce. If you didn't receive this email, please let your professor know.
Once logged in, build 5-10 new opportunities (depending on how many the professor request and how far in the sales process they suggest) into your Salesforce profile just as a Sales Rep would experience working for a company in a CRM system.
Step #2 - Watch or rewatch the video below called "Building a New Opportunities with SmartFox Prime Tutorial" also available in the Sample Case Assignment area of the SmartFox Student Training Center. At a minimum, SmartFox Technologies recommends you watch this video to ensure you fully understand how to build opportunities in Salesforce with SmartFox Prime.
Step #3 - Follow the steps below to build new opportunities (starting with Step #1) within SmartFox Prime and Salesforce. Start by logging into Salesforce with the credentials given to you by your professor. By this point, you should have received an email which allows you to create your own password for Salesforce. If you didn't receive this email, please let your professor know.
Once logged in, build 5-10 new opportunities (depending on how many the professor request and how far in the sales process they suggest) into your Salesforce profile just as a Sales Rep would experience working for a company in a CRM system.
Helpful Case Tutorial Videos
SmartFox Prime End User Features - 6:45 minute video
Building New Opportunities with SmartFox Prime Tutorial - 5:00 minute video
Step By Step Instructions
Build New Opportunities with SmartFox Prime
1. The student logs into the Salesforce Org and acts as a Sales Rep for a Widget Company who is responsible for selling Widgets to Boat Manufacturers.
2. The student starts by adding the Salesforce Opportunities, Accounts, and Contact Tabs in Salesforce to set up their own tabs as shown in (see below example Figure 1). These views will helps the student see data already available within in Salesforce for the student to utilize while building new opportunities. Please note: The student will need to "pin" their Salesforce views from "Recent" to "All" (see below Figure 1) to see all of the pre-built information a company may have with multiple Sales Reps involved. This really helps the student see what a true company would experience with multiple Sales Reps involved. Sales Reps have the ability to view other teams opportunities but will not be able to make changes just like a true company would use Salesforce.
1. The student logs into the Salesforce Org and acts as a Sales Rep for a Widget Company who is responsible for selling Widgets to Boat Manufacturers.
2. The student starts by adding the Salesforce Opportunities, Accounts, and Contact Tabs in Salesforce to set up their own tabs as shown in (see below example Figure 1). These views will helps the student see data already available within in Salesforce for the student to utilize while building new opportunities. Please note: The student will need to "pin" their Salesforce views from "Recent" to "All" (see below Figure 1) to see all of the pre-built information a company may have with multiple Sales Reps involved. This really helps the student see what a true company would experience with multiple Sales Reps involved. Sales Reps have the ability to view other teams opportunities but will not be able to make changes just like a true company would use Salesforce.
Figure 1
3. The student will then start by building new opportunities by clicking on the New Opportunity button in Salesforce. This can be accomplished once you are in the Opportunities tab in Salesforce and you click on the upper right button called "New".
4. Pick the "Industry 3" as the opportunity record type (see below example Figure 2). This is a Sales Process already built within Salesforce which matches how a company may track an opportunity through stages for selling Widgets to a potential new customer.
4. Pick the "Industry 3" as the opportunity record type (see below example Figure 2). This is a Sales Process already built within Salesforce which matches how a company may track an opportunity through stages for selling Widgets to a potential new customer.
Figure 2
5. Make the Title Name of the Salesforce Opportunity by typing in the Account Name and the number of Widgets being sold similar to the example below - "Mako Boats - 2200 Widgets” (see below Figure 3). Do not use the same account or number of widgets.
6. In the Account field, pick the boat manufacturer account similar to the Account Name that the student has chosen in the Salesforce Opportunity Name.
7. Fill in that the opportunity will close at least a year out or more (this is a guess to compare to the calculations being created by the AI in SmartFox Prime) and put a dollar amount of the number of widgets X $100 USD per widget. An example might be - 2200 Widgets x $100 per widget = $220,000 USD for the Opportunity Amount.
8. Once the new entry opportunity screen has been completely filled out, click the blue save button at bottom of the New Opportunity screen (see below example Figure 3).
6. In the Account field, pick the boat manufacturer account similar to the Account Name that the student has chosen in the Salesforce Opportunity Name.
7. Fill in that the opportunity will close at least a year out or more (this is a guess to compare to the calculations being created by the AI in SmartFox Prime) and put a dollar amount of the number of widgets X $100 USD per widget. An example might be - 2200 Widgets x $100 per widget = $220,000 USD for the Opportunity Amount.
8. Once the new entry opportunity screen has been completely filled out, click the blue save button at bottom of the New Opportunity screen (see below example Figure 3).
Figure 3
9. Once saved, the student will be sent to the Salesforce Main Opportunity Page view. Check out the SmartFox Prime Opportunity Dashboard in the top right and how it’s already made some calculations based on what the student initially entered without performing any task yet (see below Figure 4). Now, open up SmartFox Prime from the Dashboard by clicking the Open SmartFox Orange button.
Figure 4
10. Start answering the "Milestones to Move" questions. Milestones to Move are accomplishments the company wants a Sales Rep to complete at each stage of a sales cycle to bring back results and forecast objective calculations.
11. Answer the mandatory question at the end of Milestones to Move to bring in a Sales Reps thoughts on the SmartFox Prime forecast calculations (see below Figure 5). The goal is to add the value of the "human element" in Artificial Intelligence/Machine Learning/Forecasting Sales which brings back another layer of probability for a company called “Forecast Value”.
11. Answer the mandatory question at the end of Milestones to Move to bring in a Sales Reps thoughts on the SmartFox Prime forecast calculations (see below Figure 5). The goal is to add the value of the "human element" in Artificial Intelligence/Machine Learning/Forecasting Sales which brings back another layer of probability for a company called “Forecast Value”.
Figure 5
12. Complete some of the Best Practices, Salesforce Responsibilities, Customer Tracker, and Additional Details features (by now the student should understand all of the features if they have had access to Lessons 1 and 2 in the Student Training Center).
13. Save and Close the SmartFox Prime as it will send the student back to the Salesforce Opportunity view.
14. Check out the SmartFox Prime Opportunity Dashboard updates (see below Figure 6) as the student progresses through different stages of a Sales Process within SmartFox Prime and Salesforce.
13. Save and Close the SmartFox Prime as it will send the student back to the Salesforce Opportunity view.
14. Check out the SmartFox Prime Opportunity Dashboard updates (see below Figure 6) as the student progresses through different stages of a Sales Process within SmartFox Prime and Salesforce.
Figure 6
The SmartFox Prime Dashboard and Reports
15. After the student finishes building their opportunities, create a Dashboards and Reports tab in the main Salesforce view so the student can see if their opportunities were created and updated in the overall company Salesforce. Refresh the dashboard to give the latest information for all students as your professor will have the ability to view each students progress along with everyone else involved as a Sales Rep within this example Boat Widget Company Salesforce Org. Please note: Lesson 4 in the Students Training Center explains the purpose of the SmartFox Prime Dashboards and Reports (see below Figure 7).
Figure 7
16. Once the student has review and acknowledge that their 5-10 opportunities are updated in the Salesforce SmartFox Prime Dashboard and Reports, the basic assignment is complete and the student can now log out of their Salesforce Org.
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