General tab on SF

Main tabs on SalesForce

Overview of SalesForce

When you connect to your Salesforce, you will be redirected to this homepage, where you can find a recap of your events, tasks, records. For the sales team, the recap of their performance is shown here to have a quick view.

Leads

This tab is only used by Sales team. A lead = any potential merchant, no matter their risk level, their potential TPV (total payment volume). The sales team will decide if it's worth pursuing the lead or not.

Next

Overview of SalesForce

Opportunies

When Sales team decide to pursure the leads, then they become opportunies on Salesforce. Opportunity : A qualified lead with the potential to become an Alma's Merchant

Overview of SalesForce

Accounts

Account : It's the "passport" of the merchant which includes the information of the merchant situation (SIRET, Contact, Industry etc) The corresponding opportunity is linked to the account in a detailed tab P.S. RevOps have also imported history accounts (before SF implementation) in order to centralize the info.

Overview of SalesForce

Onboardings & Trainings

When the account is eligible for an Onboarding Specialist, then there will be a dedicated onboarding record.If there are training needed, then there will a dedicated training record.

You are now comfortable with our interface

We could also use Kanban view in order to see clearly the accounts that OS are currently working on and their status of onboarding.

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View on Opportunities

There are different Opportunities Views, you could create your own view, or find a view which interests you and ping it so that will be visible at first.

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Notification

This is where you will find your personal agenda and the possible handovers to approve !