SALES RECOGNITION

PROCESS

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SALES RECOGNITION PROCESS
CURRENT

Current Process
Sales get recognized in SFDC following BPSC Stages. Below is the sample image of BPSC Process.

Once Deals enters stage 7 an automated emails/intimation is send to finance & FP&A team on booking
closure and once required file been shared with finance team, finance record the entry in Booking
sheet and circulate at the end of every month to respective regional heads.

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SALES RECOGNITION PROCESS
PROPOSED

New Process
As per the new process once an automated emails/intimation send to finance & FP&A team on Stage 7 movement.
Finance/FP&A would review the documents and would be sole authority to approve the sales request directly on Sales
Force . This process is introduced to reduce reconciliation issues and enabling Salesforce as one source of Sales
Information. Following below table check points

Sales Recognition Workflow

Chatter
Owner Activity Notification/Email Action
Sales Team Moved the Deal to Finance/FP&A/Bizop Review the documents available with finance/FP&A
Stage 7 s/Opprotunity Team Team
Select the Approve Documents Received and Booking would be
Button Yes Sales Team/Bizops recognized in SFDC
Finance/FP&A Team Select the Approve Further Clarification required from Sales
Button No Team/Delivery Team which need to be shared
Sales Team/Bizops before Sales Recognition.

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Q&A
SUBTITLE
Q1 What would be the communication channel between various Teams?
• Primary communication channel would be sales force chatter
• Secondary Communication would be email

Q2 Who would provide detail documents and verify information

• Documents would be provided by Account executive support if required
• All Information would be verified and approved by Finance team before recognition of sales for the
particular month.
Fields verified by Finance
1. Close Date
2. Sales Amount in USD

Q3 Training of Finance/FP&A Team and intimation to Sales Team

• SFDC training would be provided by Bizops team to Finance team
• Intimation of new process to the sales team would be given by Bizops Team

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© 2019 Bristlecone, Inc. All rights reserved.