User Stories
Table of Contents
- User Story 1: Access Recipient Information
- User Story 2: Understand Company Background
- User Story 3: Track Prior Interactions
- User Story 4: Consultative Sales Approach
Introduction
This document outlines the user stories for Project Genesis, which aims to address the problem of creating personalized follow-up emails that are not canned or templated.
Purpose
The purpose of this document is to capture the user requirements for Project Genesis in a simple and understandable format, ensuring personalized follow-up emails that foster better engagement with recipients.
Scope
This document pertains to the development of a system for Project Genesis that generates personalized follow-up emails based on specific user requirements.
User Stories
User Story 1: Access Recipient Information
- As a: Sales Representative
- I want to: Access the recipient's name and contact information
- So that: I can personalize the follow-up email accordingly
Description
The system should allow the sales representative to easily retrieve the recipient's name and contact information from the database to ensure the email is personalized.
Acceptance Criteria
- The system retrieves and displays the recipient's name.
- The system retrieves and displays the recipient's contact information.
Notes
Ensure the information is accurate and up to date.
User Story 2: Understand Company Background
- As a: Sales Representative
- I want to: Know what the recipient's company does
- So that: I can tailor the follow-up email to align with the company’s needs and operations
Description
The system should provide an overview of the recipient's company, including its industry, products/services, and any relevant news or updates.
Acceptance Criteria
- The system provides a summary of the company's operations.
- The system includes relevant news or updates about the company.
Notes
Information should be concise and relevant.
User Story 3: Track Prior Interactions
- As a: Sales Representative
- I want to: Access records of any prior interactions with the company
- So that: I can reference past communications and maintain continuity in the follow-up email
Description
The system should maintain a log of all previous interactions with the company, including emails, phone calls, and meetings.
Acceptance Criteria
- The system logs and displays previous interactions.
- The system allows easy navigation through past records.
Notes
Interaction history should be easily accessible and searchable.
User Story 4: Consultative Sales Approach
- As a: Sales Representative
- I want to: Use a consultative approach in the sales process
- So that: I can provide personalized and valuable recommendations to the recipient
Description
The system should support a consultative sales approach by providing tools and insights that help the sales representative offer tailored solutions.
Acceptance Criteria
- The system provides tools for consultative selling.
- The system offers insights based on the recipient's needs and company background.
Notes
Training on using consultative tools may be required.
Acceptance Criteria
- The system must retrieve and display recipient information accurately.
- The system must provide an overview of the recipient's company.
- The system must log and display previous interactions.
- The system must support a consultative sales approach with relevant tools and insights.
Definitions, Acronyms, and Abbreviations
- Consultative Sales Approach: A selling method that focuses on creating value and trust with the prospect by understanding their needs and offering tailored solutions.
- Recipient: The individual receiving the follow-up email.
Appendix
Include any additional information or documents relevant to the User Stories document.
Approval
- Prepared by: Dave Cumberpatch
- Email: dave.cumberpatch@salesforce.com
- Date: 11/28/2024
- Approved by: [Approver's Name]
- Date: [Approval Date]