Creating and Managing Opportunities and Quotes

This document outlines the process of creating a new opportunity and associated quote, ensuring all necessary account and contact information is accurate and complete. This includes managing the details of the account, selecting the appropriate contact, and filling out all necessary fields for the opportunity and quote creation, while making adjustments as required.

Step 1

Ensure that all account information is accurate before proceeding to the opportunity and quote process. Verify details such as security, email, accounts payable email address, shipping, and billing information.

Step 2

If necessary, modify any of these details from the account section. Proceed to create the opportunity using the core contact, who will be the primary contact for the opportunity process.

Step 3

If the correct contact is not visible, click "New" and select "Contact Type" to add a new contact easily.

Step 4

Add the contact's first name, last name, and email address. Include any other relevant details such as title or role if needed.

Step 5

After selecting your contact, click "New Opportunity" from the Contact page, and fill out the necessary fields.

Step 6

If applicable, fill in the pipeline representative information.

Step 7

Set the close date for the opportunity.

Step 8

Select the stage (stage one or stage two) and provide the name of the opportunity.

Step 9

Adjust the currency type and any other details before proceeding.

Step 10

Wait for the information to save. Once saved, click to proceed to the Opportunity in order to create the quote.

Step 11

Before creating the quote, ensure the correct billing account is selected. You can specify different accounts for using the software and for billing, as illustrated by Gainsight and its parent SAP company.

Step 12

Ensure all details are correct on the account. Switch to another account if necessary.

Step 13

Proceed to the quote process, ensuring the billing details are correct. Click "New Quote" and enter the start date.

Step 14

Fill in either the subscription term or the end date.

Step 15

For a two-year deal, enter 24 months, which will automatically set the end date. Modify payment terms, professional services invoice frequency, subscription invoice frequency, and note if negotiating the MSA or using location-based standard MSAs.

Step 16

Ensure all billing information is correct. If incorrect, cancel, update the account, and return to create the quote.

Step 17

Click "Save." Navigate to the quote to add products.

Step 18

In the quote view, click "Edit Lines."

Step 19

Add products by selecting "By Bundle" and choose the new Enterprise bundle. Add additional products if needed, starting with the initial selection. Check all licenses and add any additional customer records, such as increasing from 100 to 1000 records.

Step 20

Consider adding extra options such as a sandbox or advanced integration, and upgrade to premier support if desired. Work with the services team to select the correct package, adding any additional necessary components.

Step 21

Save the updates. This marks the beginning of the quote. Note that Staircase, necessary for purchase along with CS, is included.

Step 22

Make any needed adjustments, such as increasing included users from 20 to 50. Calculate to see the total adjustment.

Step 23

Add any applicable discounts, such as a 10% reduction. This concludes the quote creation process.

Step 24

Once saved, preview the order form to ensure all details display correctly.

Step 25

Verify the inclusion of Customer Success and insights agent fees. Download the document and send it via DocuSign to finalize the process.