SpaSoft Distributor Check List for Onboarding, sales, finalizing the sale, implementation, and support

Onboarding

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

Distributor Territory

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)

Payment

Implementations

Call: Hand-off between Sales and Implementations

Call: Review Project Plan

Call: Technical Requirements

Call: Training Staff and Agenda

Install SpaSoft Remotely

Management training

Build training database

User Training

Install system interfaces

Call: Project status

Operational Days

Interface Testing

Go-live assistance

Call: Go-live assistance

Call: Hand-off between installation and support

Update items in Salesforce

Support

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