How To: Sales
How To
This page includes information and contacts to get you started with Forecasts, Sales Reports, and more.The Systems Listingat the end of this page includes a list of key systems, description, and help / contacts.
The Reference / How To Library at the end of this page includes tips, tricks, and guides for Admin, Sales and Systems. See also the other How To pages: How To: Admin, How To: Jam, How To: Sales, and How To: Systems
Refer to the internal Sales Portal on SharePoint for more resources and product detail.
Forecasts
Find the latest GTM1 and GTM2 Sales Forecast
- View Highlights and download the full report of the Weekly Sales Forecast for GTM 1 and GTM 2
- Contact Brian Christian or Gidon Anish Wagner with FC Model questions, or if you no longer want to receive the forecast by email.
Sales Reports
Get partner reports SAP / SFSF Systems: Sales OnDemand, Customer OnDemand, SAP CRM
- GTM 1 Indirect / CoSell & GTM2 CoSell: Access SoD / CoD (SAP login required)
- GTM 2 CoSell: First login via WTS/SAP VPN Login and then access SAP CRM / ICP
- Guide to SAP systems for SF Alliances 05202013.pdf
- SAP Employee Access to SuccessFactors Systems 12102012.pdf
- Contact Brian Christian for assistance with CRM reports
- Contact for SoD troubleshooting
Sales Wins and Go Lives
Wins
- Submit your Cloud Sales Wins to send an announcement to all Cloud employees.
- View all Sales Wins
- After you submit your Sales Win, then you can also include the details and the Sales Win link for the quarterly Cloud E&C newsletter.
Go Lives
- Submit your Cloud Go Lives to send an announcement to all Cloud employees
- View all Go Lives