SpaSoft Distributor Check List
for Onboarding, sales, finalizing the sale, implementation, and support
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
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)
Call: Hand-off between Sales and Implementations
Call: Review Project Plan
Call: Technical Requirements
Call: Training Staff and Agenda
Install SpaSoft Remotely
Build training database
Install system interfaces
Call: Project status
Call: Go-live assistance
Call: Hand-off between installation and support
Update items in Salesforce
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