Needs● Selling (Opportunities)
o Referral Trackingo Products (using Rapid Products)o Contract Generation (using Drawloop and DocuSign)o Credit Card Authorization & Tokenization (using Chargent and Stripe)
● Delivering (Projects - Custom Object)o Project Management (Object Converter, Custom Objects or Milestones
PM, Workflow)o Invoicing, Payments, and Time Management (Custom Objects,
Drawloop, Chargent, Stripe, DocuSign, GridBuddy) [Caveat, some Apex here on time entries]
Referral Tracking
● Create a Lookup from Lead and Opportunity to Contact.
● Map these fields so it follows upon Lead conversion.
● Gain Sales by Lead Source.● Carry through to Project conversion and
invoicing.● Gain Revenue by Lead Source.
Contract Generation using Drawloop
● Salesforce Files Sync for use with DocuSign● Quick modified contract terms (Just line
items, full statement of work, time and materials agreement, etc.)
Project Tricks
1. Object Converter2. Partner Lead Logging Workflow3. Percentage Completion Workflow4. Mass DDP Project Status Report5. Invoicing Process & Mass CC Charging6. Time Entry Management using GridBuddy
Percentage Completion Workflow● IF( (ISPICKVAL(Status__c,"In Progress - SOW")),
(Total_Billable_Time__c / Estimated_Billable_Hours__c),0)
● Time Entries roll-up to Project Line Items, which roll up to Projects.
Contact info!
Questions? Feel free to email or call me.● [email protected]● 917.509.5971