Opporttuniitty tto Order:: Quiick Refference Card Oppor un y o Order Qu ck Re erence Card

1. CREATE AN OPPORTUNITY
1. 2. 3. Ensure that the appropriate account record is selected. Click the Opportunities view, then click . 7. button is enabled for the product you just added, proceed to the If the next step, otherwise skip to step 9. Click and complete the necessary fields to customize the product. omplete 8. 9.

Complete the following fields: Oppty Type, Expected Value, Est. Close Date Oppty Date, Source, Competitor. Optional fields: Forecast, Name, Status

Forecasting Guidelines: Answer the following questions to help determine if you should : forecast an opportunity. We expect that most in Stage 3 will be forecasted t

Change the Start and End date of the product by changing the STARS DATE and END DATE of the product line item. This ensures that the product is available for customer to use according to the terms agreed between you. IF you havre agreed to start ed services in future then change the start and end date of each product in the quote accordingly. These dates have to be changed along with the contract start date and end date. .

10. Click DURING STAGE 1 AND 2: What is the need? Is there a budget approved? Who is our competition? What is the decision process? Who is the decision-maker? What is the purchasing timing? AFTER STAGE 3 (Quote): Does your contact return your calls in a timely fashion? Does your contact have the power to make a purchasing decision? Is your contact ready and willing to spend money this month on recruiting? Is your contact excited about the value (or savings) that Monster can deliver?

11. Enter a quantity amount in the Qty field (except for products that are customized to indicate quantity.) 12. Click in the Discount Reason field and select the appropriate value.

13. To allocate a discount, scroll over to the Discount % field and enter the appropriate discount (click to expand a product bundle if necessary). 14. Return to step 3 to add additional products. 15. Review the information in the quote header to verify the Primary Contact and Billing Contact information is correct. 16. Click in the Report Type field and select the appropriate quote report.

2. CREATE A QUOTE
1. Ensure that the appropriate opportunity record is selected.

Note: As the opportunity develops be sure to update it to reflect the correct Expected Value, Est. Close Date, Status and Forecast fields. Note: IF there is a discount being given to the customer t discount approval QRC the

2. Click . Result: You are taken to the Quotes screen and a new quote record is automatically : created. Note: Creating a quote changes the Opportunity Sales Stage to Stage 3 Quote and the Status to Quoted (Tender). If you are only sending the quote to serve as a proposal, f change the Status to Proposal (Pitch). 3. 4. 5. 6. Click Click in the Line Items view. in the Products field. .

3. SEND A PAPER QUOTE

1. 2. 3. 4. Click . The quote is generated in MS Word. Click File > Send to Mail Recipient (as Attachment) in MS Word. Or take a printout and send it by fax to the customer. ke Customize the email text as desired and send the email to your customer.

Enter the first part of the product name in the starting with field and click Highlight the product and click .

Note: When the customer faxes the quote back to you, you will receive it as a PDF attachment in an email message from RightFax. For instructions on what to do when you receive the contract proceed to Attach a Signed Quote to Ka Karma and Send to sales Booking for Processing (Section 7.)

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Opportunity to Order Created 05/11/2011

Monster Worldwide APAC Learning and Development

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Opporttuniitty tto Order:: Quiick Refference Card Oppor un y o Order Qu ck Re erence Card

4. ATTACH A SIGNED QUOTE TO KARMA AND SEND TO Order booking team FOR PROCESSING
1. 2. 3. 4. 5. 6. 7. Navigate to the appropriate quote record in Karma. Click the Attachments view. Switch to your Outlook email application Select the appropriate email message. Drag-and-drop the email message into the Attachments view in Karma. Click in the Ready field in the form applet, then click anywhere else on the screen.

Enter the name of the Competitor and identify the Disposition Reason.

Note: This will update the opportunity Sales Stage to Stage 4 Won and the Status to Won. 8. 9. Click the Attachments view and verify that the attachment is highlighted. Press the F9 key on the keyboard. in the Message Template field and select the appropriate setup template .

10. Click and click

In Q311, the Quote F9 template was replaced by the Ready Check Box. Upon reps clicking Ready flag, Karma will generate an email template and will send to designated email queue. An activity will also be created (same criteria as today when Reps select F9 instead) In Q411, the Ready Flag has been replaced by the Ready Button as demonstrated below.

11. Populate the fields in the template and email the template to finance and Customer service as necessary.

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Opporttuniitty tto Order:: Quiick Refference Card Oppor un y o Order Qu ck Re erence Card

Note that the R Ready button has replaced Ready Flag

1. 2.

Clicking the ready button will put a ready timestamp on the quote All validations and functionalities of the ready flag remain the same.

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