SpaSoft Distributor Check List
for Onboarding, sales, finalizing the sale, implementation, and support
Onboarding
Sign and...
Implementations
Call: Hand-off between Sales and Implementations
Call: Review Project Plan
Call: Technical Requirements
Ca...
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Software Distributor check list for onboarding

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A checklist for what our international SpaSoft distributors need to do

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Software Distributor check list for onboarding

  1. 1. SpaSoft Distributor Check List for Onboarding, sales, finalizing the sale, implementation, and support Onboarding Sign and return PSMS Distributor Agreement. Schedule PSMS Product Training at PSMS location Purchase salesforce.com by filling out the Salesforce.com Portal License Form With PSMS, draft and post PSMS Internal Press Release outlining the beginning of our partnership With PSMS, draft and post communication to any affected PSMS Customers in Distributor Territory Complete the Global Partnership Questionnaire Sales (for new systems) Find a lead Create the lead in Salesforce. Pursue lead. Convert lead to an account, contact, and opportunity. Pursue opportunity. Move customer along the sales process: quote, negotiation, commit, closed pending, closed won. Finalizing the sale (documents to Send PSMS) Software License Agreement (SLA) Purchase Order (PO) Payment
  2. 2. Implementations Call: Hand-off between Sales and Implementations Call: Review Project Plan Call: Technical Requirements Call: Training Staff and Agenda Install SpaSoft Remotely Management training Build training database User Training Install system interfaces Call: Project status Operational Days Interface Testing Go-live assistance Call: Go-live assistance Call: Hand-off between installation and support Update items in Salesforce Support Provide Level 1 (L1) Support If can’t solve, escalate to L2 PSMS Support: Case Status: [Escalated – SpaSoft Support] Case Owner: [Queue, SpaSoft Support]. L2 PSMS Support will solve the case and pass back down to L1 Support Initiate final contact with customer

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