Login Page From Home click the Dashboards Tab Find your Dashboard Click the drop down box to find your Dashboard Refresh Always Refresh you DASHBOARD page before you get started HOW TO UPDATE THE MEDLEY SALES CYCLE ID: 340383
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Slide1
The Medley Sales CycleSlide2
Login PageSlide3
From “Home” click the Dashboards TabSlide4
Find your Dashboard
Click the drop down box to find your Dashboard Slide5
Refresh
Always
Refresh
you DASHBOARD page before you get started.Slide6
HOW TO UPDATE THE MEDLEY SALES CYCLESlide7
All items in the sales cycle must be followed up on every 30 days . Your dashboard will remind you to follow up with the customer at 25 days to give you plenty of time to meet the standard.Slide8Slide9
Updating Leads
In the Medley Sales CycleSlide10
Leads to
Qualify
Click
ACTIVE LEADS TO QUALIFY
ReportSlide11
Here you’ll find all your active leads in the blue highlighted area.
Click on the hyper-linked company name to view the lead.Slide12
Updating Leads to Qualified or
Unqualified
First step select the
Edit
feature.
Then change
Lead Status
from
Open
to either
Qualified
or
Unqualified.Slide13
Changing Lead Status
Change the
Lead Status
from
Open
to either
Qualified
or
Unqualified.Slide14
Change Lead Status to
UNQUALIFIED if there’s no potential for business at this time
Unqualified LeadsSlide15
Select an
Unqualified Reason
from the dropdown box
And type a simple
E
xplanation
in the next box
SaveSlide16
Change Lead Status to QUALIFIED
SAVE
Qualified LeadsSlide17
Converting Lead to Opportunity
In The Medley Sales CycleSlide18
Converting a Qualified Lead to an Opportunity
Once the Lead to changed from Open to Qualified select CONVERTSlide19
And CONVERT again.Slide20
The Lead is now an Opportunity within an AccountSlide21
Updating an Opportunity
In the Medley Sales CycleSlide22
Updating an Opportunity
After converting a Lead to an Opportunity you will land on the Accounts tabSlide23
Hover your mouse over the Opportunity field to reveal the window then click on the Opportunity NameSlide24
From the Opportunities tab, click
EDIT, to update the OpportunitySlide25
First step is to change the Opportunity Stage to Working, Quoting, Won or Lost
Be sure to add Update description in the box provided.Any time the Opportunity Stage is changed the Opportunity requires updates including the Next Step and Next Step Date among other required fields indicated with the red mark to the left of the box.
Under Additional Information click on the magnifying glass to the right of the Primary Contact Associated with
Opp
box. Here you will have to select the Contact’s name to populate this field. You cannot freely type in this field.Slide26
Add required information in corresponding fields based on what type of Opportunity it is; Equipment Sales, Rental, PM, Service/Parts, Training or Allied Sales.
Once Opportunity is Won please update Sales and GP amounts entered.
*If error occurs be sure “0” is in each field – this will occur in Opportunities converted prior to Oct. 1, 2015.Slide27
Adding Cold Calls as Leads
In The Medley Sales CycleSlide28
Creating a New Lead
Click on
LEADS
tab
Click
NEWSlide29
Complete required fields (identified by red line)
Add additional important contact info such as address, phone, email, etc.Scroll to the bottom and add Description which should consist of lead details, who you talked to, what you talked about, what your plan is to convert this lead to a quote and close the deal, etc.Then hit SAVESlide30
Logging Tasks and Calls
in The Medley Sales CycleSlide31
What’s a Task vs a Call
Think of a TASK in Salesforce as a NOTE TO SELF. It’s a reminder that will appear on your HOME TAB based on the date you enter. LOGGING A CALL should be done every time you reach out to the customer. It is considered a TOUCH. Within the form you can indicate how you reached out, whether a phone call, email, visit or text and add a note as to what was discussed, etc.Slide32
Click NEW TASK and be sure the required fields are completed.
Click on the ComboBox to the right side of the SUBJECT box to select from the dropdown or simply type in your own SUBJECT pertaining to this TASK. Populate the DUE DATE with the date you want to be reminded.Enter your comments.Select STATUS from the dropdownAnd change PRIORITY
Adding a TaskSlide33
Logging a Call
Any conversations or activity with the customer should be logged here. The SUBJECT (forms of contact) dropdown selections are available to choose from by clicking on the COMBOBOX button to the right side of the SUBJECT box.Add your comments.Be sure to hit SAVE when done.Slide34
Contacts for Additional Help
in The Medley Sales CycleDana Jones, Marketing Manager, Medley Material Handling
(405) 946-3453 x 1213 -
DJones@MedleyCo.com
Marian VanBuskirk, Marketing Assistant,
Medley Material Handling
(405) 946-3453 x 1213 -
DJones@MedleyCo.com
Lauren Zak, Account
Manager,
Concept Services
(330) 336-2571 x 185
- LZak@ConceptServicesLTD.com