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Salesforce Quoting Tool�Implementation Project Kickoff

-Donald Fernandes

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Agenda

  • Overview
  • Business Scenarios (Scope)
  • (TO-BE) Process Flow
  • Salesforce Quote Vs NetSuite Estimate
  • Timeline and Resources
  • Out Of Scope
  • Open Items/Next Steps

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Requirements Overview

  • Implement Standard Quoting Tool in Salesforce (no CPQ)
  • Create and Manage Quotes by Sales Team (no Self-Service)
  • Generate Quote PDF for Customers
  • Automate Quote Approval Routing

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Phase-1 Scope

  1. Capability for Sales team to create quotes with Product pricing and Quantity
  2. Only EU Customers (Prospects included)
  3. Single Language(English)
  4. Multi-Currency (GBP, EUR, PLN, CHF, USD, CAD, SEK, DKK) sourced from NetSuite
  5. Products in Scope: Console, CU’s, Tips, Hand Piece
  6. Capability for Sales team to provide manual Discounts
  7. Capability to route for Approvals based on Discount Percentage/Amount (TBD)
  8. Quote Template should include:
    1. Bill To and Ship To Information, Customer Name, Quote#, Expiration Date,
    2. Product, Pricing, Quantity, Discounts
    3. Sub Totals Net Amount
    4. Terms and Conditions
  9. Capability to link SalesForce Approved Quote# to NetSuite Sales Order (Manual Process)
  10. Appropriate Security - View/Modify/Approve a Quote in Salesforce
  11. Standard Operational Reporting and Custom alerts for Outstanding quotes

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Quoting Process Flow

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Key Project Deliverables

  1. Confluence Solution Design [here]
  2. Issue Tracker [here]
  3. UAT Plan [here]
  4. JIRA, Approvals, Testing Evidence, Sign-offs[here]
  5. Project Cutover Plan [here]

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APPENDIX

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Use Cases for UAT (Phase-1)

  • Capability to create and record a Quote for Console, Cycle Units, Tips, Handpiece, Warranty
  • Capability to modify a previous Quote
  • Capability to add a discount to Quote Line
  • Capability to generate a formatted Quote PDF, including Terms and Conditions (English)
  • Capability to route a Quote for Approval, to a designated Approver (manually)
  • Capability to Approve and record Approval for a Quote
  • Capability to reject a Quote (manually)
  • Capability to transmit a Quote to a Customer (manually using Outlook or Salesforce Production)
  • Capability to record Customer Acceptance email/ scan document (manually)
  • Capability to sync an Opportunity against the Approved Quote
  • Capability to record the Customer-Accepted Quote Number in NetSuite, on the Initial Sales Order
  • Quote Create/ View/ Approve Permissions segregation by the Salesforce Profile

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Out of Phase-1 Scope

  1. Automated Tax computation in SalesForce
  2. Conga Integration
  3. Price Book Integration with NetSuite
  4. New products manually defined in Salesforce before quote initiation (??TBD??)
  5. Quote Request, Transmission and Acceptance by Customer is via offline emails
  6. Quote to Sales Order Integration with NetSuite stays manual

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