For sales representatives at Commsforce, managing customer accounts and creating quotes should be straightforward and efficient. The Communications Cloud Sales App provides a guided journey for onboarding new customers, managing existing accounts, and quoting for multiple locations.This guide walks you through the process, ensuring you can confidently use the app to its full potential.

Learning Objectives:

By completing this exercise, you will be able to:

• Launch the Communications Cloud Sales App.
• Upload customer locations and organize them into groups.
• Assign products correctly, whether to individual locations or grouped locations.

Exercise – Launching the Onboarding/Sales Flow

Step 1: Open the Sales App

1. Open the App Launcher.
2. Search for Communications Cloud Sales App and open it.

Step 2: Select or Create a Customer Account

1. Locate the Acme account (or another existing account) and click Continue.
2. To create a new account:

1. Press Enter
2. Enter the required account details.
3. Click Start Onboarding

Step 3: Confirm Customer Details and Create a Quote

1. Verify all customer information is correct
2. Enter a Quote Name.
3. Search for the Standard Pricebook and click Save.
4. Click Next to continue.

Step 4: Perform a Serviceability Check

1. This step ensures that services can be provided to the selected location(s). 
2. Note: In the training environment, values are pre-coded. To modify, update the trigger on the Quote Line Item Recipient object.
3. Click Next when ready.

Step 5: Choose Products from the Broadband Catalog

1. Select Broadband Catalog and click Next.
2. Review available fiber broadband offers.
3. Choose the appropriate offer and click Add.
4. Click Save Quote and then Next.

Step 6: Verify Billing Information

1. Ensure billing details are accurate.
2. Click Next to proceed.

Step 7: Review and Finalize the Quote

1. Review the Quote Summary.
2. Click Go To Quote Page.
3. Use the Locations tab to verify all uploaded and grouped locations.

Why Sales Teams Love It

With the Communications Cloud Sales App, onboarding new customers and quoting existing accounts is faster, simpler, and more accurate. Sales reps spend less time navigating manual processes and more time delivering value to customers.From launching the app to finalizing quotes, Commsforce ensures your sales journey is smooth and efficient every step of the way.

Summary

By following this structured flow, Commsforce sales representatives can:

1. Quickly launch the sales app and manage accounts.
2. Upload and organize locations for better product assignment.
3. Generate accurate quotes efficiently, saving time and reducing errors.