Level: Beginner

09. Working With and its Creation

Customer Service, Sales, Sales&CS

Discover what a Working With (WW) is, how to use/create/analyze it, and what are its implications.

Course content

Lesson Welcome to Working Withs and its creation
- Welcome message (1 min)
- * Learning objectives (1 min)
Lesson What are WWs?
- * Definition of WW (5 min)
- * WW Usage (5 min)
- * Usage with 3rd parties (5 min)
- * WW replies (5 min)
- * Protection and timeframes (5 min)
- * Centralization (5 min)
Lesson WWs Implications
- * Revenue split (10 min)
- * Implications for the selling partner (5 min)
- * Implications for the receiving partner (5 min)
Lesson Single Job No WW
- Single Job No WW (5 min)
Lesson WWs in Salesforce
- * How to create an account? (5 min)
- * How do you create a WW? (8 min)
- * How do you answer a WW? (7 min)
- * How to approve a WW? (5 min)
- * How to clone a WW? (5 min)
- How to Edit a WW?
Lesson WW Analysis
- Introduction into WW analysis and quoting (15 min)
- Best Proposal - Tips & Tricks (15 min)
Lesson Recap
- * Recap (1 min)
- * Final quiz (5 min)
- Resources (1 min)