Hello!

I'm completely new on salesforce and i have quite the massive case study to do on it. Therefore, i'm currently still going through the online training to get a feel on the platform and learn how to do things, however i'd be super grateful if you guys could help me with it, or tell me the differents steps you'd might have gone through to solve this:

"Customer Scenario
Build a system in Salesforce.com that suits the needs of the company.
Do not use the Opportunity and Leads objects in Salesforce.com (you can create your own custom objects).
Dear consultant at Custom CRM Solutions,
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
Frankly, right now I feel like my sales team is producing good results but I have no way to tell; I need to be able to track my sales team’s efforts and determine which boxes are selling.
The best view of my sales team would be one that tracks sales from start to finish, and beyond. For one, samples are at a cost to my company so I need to track how many samples each sales person is giving out and how they lead to sales. Additionally, to make sure our customers are happy in the long term, we want to collect feedback from our customers. We want to know which of our customers are happy, what it is that makes our customers happy, and how our customer’s attitude changes over time. Finally, once a sale is made, it would be nice but not essential to provide both our warehouse and the customer with the details of the sale automatically. We want our customers to get product fast and be informed on when product will arrive.
Ultimately, I need to know what my sales folks are doing, which sample boxes they are giving out, when they make a sale, how happy they make our customers, and how they are building our customer base. "

I'd appreciate whatever help or advices, leads (see what i did there?) or steps you guys may propose, and i'm also available in private message or another platform for help or if you need that help should be paid for etc.

Thank you VERY MUCH in advance

Hello guys,

I'm completely new on salesforce and i have quite the massive case study to do on it. Therefore, i'm currently still going through the online training to get a feel on the platform and learn how to do things, however i'd be super grateful if you guys could help me with it, or tell me the differents steps you'd might have gone through to solve this:

"Customer Scenario
Build a system in Salesforce.com that suits the needs of the company.
Do not use the Opportunity and Leads objects in Salesforce.com (you can create your own custom objects).
Dear consultant at Custom CRM Solutions,
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
Frankly, right now I feel like my sales team is producing good results but I have no way to tell; I need to be able to track my sales team’s efforts and determine which boxes are selling.
The best view of my sales team would be one that tracks sales from start to finish, and beyond. For one, samples are at a cost to my company so I need to track how many samples each sales person is giving out and how they lead to sales. Additionally, to make sure our customers are happy in the long term, we want to collect feedback from our customers. We want to know which of our customers are happy, what it is that makes our customers happy, and how our customer’s attitude changes over time. Finally, once a sale is made, it would be nice but not essential to provide both our warehouse and the customer with the details of the sale automatically. We want our customers to get product fast and be informed on when product will arrive.
Ultimately, I need to know what my sales folks are doing, which sample boxes they are giving out, when they make a sale, how happy they make our customers, and how they are building our customer base. "

I'd appreciate whatever help or advices, leads (see what i did there?) or steps you guys may propose, and i'm also available in private message or another platform for help or if you need that help should be paid for etc.

Thank you VERY MUCH in advance

Hello guys,

I'm completely new on salesforce and i have quite the massive case study to do on it. Therefore, i'm currently still going through the online training to get a feel on the platform and learn how to do things, however i'd be super grateful if you guys could help me with it, or tell me the differents steps you'd might have gone through to solve this:

"Customer Scenario
Build a system in Salesforce.com that suits the needs of the company.
Do not use the Opportunity and Leads objects in Salesforce.com (you can create your own custom objects).
Dear consultant at Custom CRM Solutions,
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
Frankly, right now I feel like my sales team is producing good results but I have no way to tell; I need to be able to track my sales team’s efforts and determine which boxes are selling.
The best view of my sales team would be one that tracks sales from start to finish, and beyond. For one, samples are at a cost to my company so I need to track how many samples each sales person is giving out and how they lead to sales. Additionally, to make sure our customers are happy in the long term, we want to collect feedback from our customers. We want to know which of our customers are happy, what it is that makes our customers happy, and how our customer’s attitude changes over time. Finally, once a sale is made, it would be nice but not essential to provide both our warehouse and the customer with the details of the sale automatically. We want our customers to get product fast and be informed on when product will arrive.
Ultimately, I need to know what my sales folks are doing, which sample boxes they are giving out, when they make a sale, how happy they make our customers, and how they are building our customer base. "

I'd appreciate whatever help or advices, leads (see what i did there?) or steps you guys may propose, and i'm also available in private message or another platform for help or if you need that help should be paid for etc.

Thank you VERY MUCH in advance