🏆 How to Put In a Customer Win

This guide explains the full process for submitting a Customer Win in Salesforce, ensuring all data, documentation, and handoff details are correct before closing the opportunity.

✅ Step 1: Verify Deal Information

Before entering the win, make sure all deal information is accurate and complete.

• Confirm that DealHub, Salesforce, and all product and pricing details match.

• If you signed an SOW outside of DealHub, you must still create a corresponding DealHub record that reflects the SOW one-to-one.

• Verify that all lead estimates (non-site leads) are marked as “Close Accepted.”

• Ensure that all products have start and end dates.

  • These usually sync automatically from DealHub.

  • If they don’t, a manager needs to add them manually.

  • If you notice any missing dates, send it to your manager to update before continuing.

📝 Step 2: Confirm Required Documentation

You’ll need the following before entering a customer win:

• MSA (Master Service Agreement)

  • If this is a new logo, the MSA must be signed.

  • If this is an existing customer, confirm that an MSA is already in place from a previous opportunity.
    
    

• PO (Purchase Order)

  • If the company uses a PO system, you need at least a PO number to put in the win.

  • If the PO itself isn’t ready yet, you can enter the PO number now and upload the PO later.

📋 Step 3: Complete the Handover Section

• Fill in all relevant handover information thoroughly.

• Ensure that every required field is complete before moving on.

💼 Step 4: Fill Out the Customer Win Info Section

This is the most important part of the process.

1. PO Details

   • Indicate whether a PO exists.

   • If you have only a PO number (but not the full document), mark the upload status as Partially Uploaded.

   • Once the full PO is added, update it to Fully Uploaded.
     
     

2. Payment Terms & Invoicing
   
   

   • Enter the payment terms and invoicing schedule exactly as they appear in the contract.

   • Add any special payment or invoicing notes relevant for delivery.
     
     

3. Handoff Priorities
   
   

   • Specify any key priorities for the account manager (AM) or customer success manager (CSM).

   • If there are none, write “N/A.” Don’t leave it blank.
     
     

4. Upsell Ideas
   
   

   • Add any potential upsell opportunities.

   • If none, write “N/A.”
     
     

5. Billing Contact
   
   

   • For existing customers, this is usually already listed in a previous opportunity.

   • If not, make sure to add the correct billing contact information.
     
     

6. Notes for Finance
   
   

   • Use this section for anything unusual or requiring finance’s attention.
     
     

7. Travel Information - Only for events
   
   

   • Only relevant for event-related wins.

   • Mark appropriately if travel is included.
     
     

8. Billing Information
   
   

   • Double-check that all billing details are accurate and complete.
     
     

🔒 Step 5: Close the Opportunity

Once all information is correct:

1. Move the opportunity to Closed.

2. Then mark it as Closed Won.

🎉 Step 6: Celebrate and Communicate the Win

After submission:

1. You’ll receive a confirmation email from Salesforce with all the win details.

2. Post an update in the Customer Wins GChat channel:

   • Include a short summary of what happened.

   • Thank anyone who contributed (delivery, CSM, etc.).

   • Attach the section from the Salesforce win email that shows the amount and products involved.
     
     

Congratulations on your win! 🥳