Topic Name: Salesforce for Sales
Representative: Tina DuBois
Steering Committee Member: Todd Hoffman
Date: 07/06/2020
Section 1: Top Three to Five Takeaways
- Salesforce is a global, cloud-based tool, used by the JMP division for the purposes of:
- Managing Leads from marketing events and deliverables,
- Managing and forecasting sales opportunities, and
- Tracking customer interactions.
- Team sales territory performance, lead management and pipeline management,
- Regional sales performance, lead management and pipeline management,
- Worldwide JMP sales performance, lead management and pipeline management,
- Team territory, regional and worldwide lead creation rates.
- Salesforce setup, training and ongoing management are performed by a small team in our Cary, NC headquarters. Any questions regarding login, usage and licenses for the product should be directed to this team. The team may be reached via email at salesforceadmin@jmp.com. If an existing user has questions or issues with Salesforce, they may create a Case within the system to report the issue.
Salesforce offers a Knowledge base curated by the JMP Salesforce Administration team, with articles regarding best practices, FAQ and other reference articles.
- Salesforce offers links to SAS information databases, for reference and research purposes. SAS Customer Contracts and invoicing data are housed in these locations.
- Third-party applications such as Dun & Bradstreet and LinkedIn Sales Navigator are integrated within Salesforce, providing easy access to business tools necessary for Sales teams to understand their customers and grow the JMP footprint in their Territory.
Section 2: Important Topic Links/Learning Resources
Section 3: High-Level Process Steps
- https://login.salesforce.com from your internet browser – Google Chrome is the preferred browser. Some applications within Salesforce will not work with Microsoft Explorer, Microsoft Edge or Safari.
- Username is your JMP email address
- Login instructions are provided via email once a license is assigned
- Leads, Contacts, Accounts, Opportunities, Reports and JMP Live Dashboards are all accessible through the tabs or dropdown menu on the Home page
Section 4: Key Contacts
- Tina DuBois, Sr. Business Systems Analyst
- Antoine Smith, Sr. Business Systems Analyst
- Fiona Kelly, Salesforce Developer
- Jess Ng, Sr. Salesforce Developer
- Email to Salesforceadmin@jmp.com with any questions
Section 5: Process Flow
Section 6: Process Videos
