CES bFO Expectations PROficient for Consulting Engineers Pilot Markets Presented by: Presenters Name Confidential Property of Schneider Electric bFO Expectations 1.Enter significant visits/lunch and learns as events 2.Enter events for each time you intro someone to PROficient 3.If you meet new people add as contacts 4.Enter projects Opportunities ensure consultant is in the value chain 1. Entering visit Search for contact and add event Choose Event and Continue Enter Title, Event Status and Save If a lunch and learn, type that in title If just a meeting, leave as meeting 2. Enter Event for PROficient Search for contact and add event Choose Event and Continue Enter Title, Event Status and Save Subject line should include PROficient Give short description of what was talked about during meeting which may include DCE, Layout fast or Layoutfast, or Proficient 3. Create a Contact Requires Name and Phone OR Adding more than 10 contacts at once Create an excel file with the list of names you need to add Send excel file to electric.com Requires Name and Phone ORGo to the account and hit add contact Input First and Last Name Include anInclude Phone number Save contact when complete If they are a BIM user, note that in the contact comments/description section 4. Enter Opportunities Ensure Consultant is in the Value Chain Go to accounts field or search for account Hover over Opportunities link and create New Opportunity Input information into Opportunity Name and search This ensures the opportunity you are creating is not a double Click Create Opportunity Opportunity type should be Solutions Fast-Track Phase/Sales Storage should be 2 Identify Customer Strategic Initiatives Opportunity Source should be Consultant Name the opportunity In the Close Date area put date far out (ie Today's date 9/19/2014, Close date 9/19/2016) Input other information as needed and save For Medium or Low Voltage Select Energy or Partner Project Select Medium or Low voltage option and hit search Search results will show below. Select proper option Scroll to bottom of page to review selected items Add in the amount and quantity Click Save and Done Add the consultant to Opportunity through the Value Chain Select New Value Chain Player under Value Chain Players field Input the consulting firm in the Account field associated with the opportunity by selecting the magnifying glass Enter Account Role as Specifier-Influencer How to ensure company is within the DCE CE Pilot Account Go to account for company and scroll down to description information Description should have DCE CE Pilot Account THANK YOU. Page 26Confidential Property of Schneider Electric |