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Large Account Sales Management (Managed Package)
Large Account Sales Management helps utilities streamline their sales operations. Sales agents and team leads get actionable insights allowing agents to focus on their top deals. When working on an opportunity, the sales agent can enter information for the quote, organize the data into logical groupings, and, if necessary, start the multi-site quoting process using Salesforce Industries CPQ.
This app is part of the Energy and Utilities Cloud managed package.
Business Processes
With Large Account Sales Management, you can:
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Manage Leads: View, update and convert leads as you build your sales pipeline. See Large Account Sales Management Home Page Overview for Energy & Utilities.
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Manage Opportunities: Create, share, clone, and track your opportunities through your sales process. See Manage Opportunities for Energy & Utilities
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Manage Quotes: Create single or multi-site quotes from your opportunities. Sync quotes and opportunities so your information stays up to date. See Manage Quotes for Energy & Utilities
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View and Manage Account Details: Get a 360-degree view of your customers. View the associated opportunities and quotes, the service points, the relationship that the account has with other accounts, billing information, and so on. See Manage Accounts for Energy & Utilities.
Personas
The following common personas are the key users of this application.
Persona |
Roles and Responsibilities |
|---|---|
Sales Agent |
|
Team Lead |
|
Key Account Manager |
|
- Set Up Large Account Sales Management for Energy & Utilities
Plan and execute Large Account Sales Management set up. Configure your Salesforce org, download and deploy required components, and configure user permissions. - Use Large Account Sales Management for Energy & Utilities
Learn how to use Large Account Sales Management to manage prospective leads, sales opportunities, and multi-site quotes and orders. - Troubleshoot Large Account Sales Management
Troubleshoot issues that can occur in deploying Large Account Sales Management.
