Events in Salesforce are forward-looking activities that represent scheduled meetings, such as conferences, trade shows, or meetings. Events can be logged before they happen and will appear in the Upcoming & Overdue section until the start time. Once the event starts, it will move to the Past Activities section.
Steps to Log Events
- Ensure SFDC it linked via outlook (see Internal KB Instructions Add Salesforce Add-in to Outlook)
- Review how to log events in SFDC directly to an opportunity via the web application and through outlook via outlook plug-in
- Use the selection criteria below for Type to ensure proper marking of the event type conducted
Event Type Selections and Descriptions
|
Event Types |
Product |
Definition |
|
Discovery Call – Net New |
Net New SO, MG, AB |
Discovery call with net new prospect |
|
Discovery Call – SO Upsell |
SO |
Discover call with existing SedonaOffice customer for an add-on module or integration |
|
Discovery Call – MG Upsell |
MG |
Discover call with existing Managely customer for an add-on module, integration or tier upgrade |
|
Discovery Call – SO to MG Migration |
MG |
Discover call with existing SedonaOffice customer for potential move to Managely |
|
Discovery Call – AB to MG Migration |
MG |
Discover call with existing AlarmBiller customer for potential move to Managely |
|
Account Review – SedonaOffice |
SO |
Account Review with existing SedonaOffice customer (can turn into future discovery call based on areas of focus discussed) |
|
Account Review – AlarmBiller |
AB |
Account Review with existing AlarmBiller customer (can turn into future discovery call based on areas of focus discussed) |
|
Account Review – Managely |
MG |
Account Review with existing Managely customer (can turn into future discovery call based on areas of focus discussed) |
|
Scoping Call – Custom Development |
All |
Scoping call with customer or internal on customer funded development project |
|
Scoping Call – Professional Services |
All |
Scoping call with customer on professional services engagement |
|
CSAT – Managely |
MG |
Customer satisfaction call for Managely (issues related to product, billing, onboarding, support, sales, etc) |
|
CSAT – SedonaOffice |
SO |
Customer satisfaction call for SedonaOffice (issues related to product, billing, onboarding, support, sales, etc) |
|
CSAT – AlarmBiller |
AB |
Customer satisfaction call for AlarmBiller (issues related to product, billing, onboarding, support, sales, etc) |
|
Closing Meeting |
SO, AB |
Last meeting where final terms has been negotiated and we are walking through DocuSign with expectation of signature |
|
Kick-Off Call |
All |
Kick off call post execution of agreement with customer and PM |
|
Post Demo Meeting |
All |
Internal - Internal meeting post demo with internal stakeholders |
|
SO - 1st Demo |
SO |
Net New - 1st product demonstration of the SedonaOffice application |
|
SO - 2nd+ Demonstration |
SO |
Net New - 2nd+ product demonstration of the SedonaOffice application |
|
SO - Add-On Module Demo |
SO |
Existing - Demonstration of add-on module or integration for SedonaOffice |
|
Misc |
All |
Any meeting outside of event types listed |
|
MG - 1st Demo |
MG |
Net New - 1st product demonstration of the Managely application |
|
MG - 2nd + Demo |
MG |
Net New - 2nd+ product demonstration of the Managely application |
|
MG - Add-On Modules Demo |
MG |
Existing - Demonstration of add-on module or integration for Managely |
|
MG - Closing Call |
MG |
Last meeting where final terms has been negotiated and we are walking through DocuSign with expectation of signature |
|
MG - Proposal Review |
MG |
Review proposal w/ prospect |
Reporting
Reports for event activity will be driven in the reps individual reports and LT meeting reports so it is critical these activities are logged daily/weekly.
Reports w/ Event Dashboards
- BM Sales Manager
- Individual Dashboards for Account Reviews
- BM Sales - KPI and CFQ OKR
Best Practice Tips and Tricks
- Block off 30 minutes two days a week dedicated to logging all event for the current week.
- Review your personal dashboard weekly to ensure proper logging and no redundancy in tracking.
- Ensure you are logging only completed events.
FAQs
Q: Who do I reach out to if I am having issues linking SFDC to Exchange?
A: Submit to EC IT help desk
Q: What if there is an event I feel needs to be tracked and it isn’t listed?
A: Email your manager with the event name and justification to add to it can be submitted to sales ops for inclusion
Q: What do I do if an event is canceled?
A: Delete the event from SFDC or modify the dates for the adjusted event time/date.
