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HOW TO use MyRobot.cloud in sales

HOW TO use MyRobot.cloud in sales

Here is a list of recommended features to use in MyRobot.cloud during sales.

Initial steps

  1. Add your company logo to the sales organization. This will show your company logo on the wall of the simulation environment, showing that it is your company that has done the simulation.

    1. Link - Sales organization

  2. Invite sales colleagues, enabling the sales team to work together to create sales.

    1. Link - Members

  3. Set up 2-5 Robot configurations with your preferred solution of robot, frame and gripper. These should be solutions that will cover most of the standard palletizing scenarios.

    1. Link - Robot Configuration

  4. Set up a fast track link with the above-mentioned robot configurations and show the link on your homepage to get new leads from new customers.

    1. Link - Leads

New project

  1. Create a Lead account with the correct company name

    1. Link - Create and Administer Customer Accounts

  2. Add the logo of the customer company. This will show the logo on the products in the simulation video, showing that it is the customer's product that is being palletized, not just some random product.

    1. Link - Create and Administer Customer Accounts

  3. Add products and patterns that are included in the project.

    1. Link - Product and patterns

  4. Create a hardware configuration that mirrors the specified installation at the customer.

    1. Link - Hardware Configuration

  5. Create a software configuration that includes time for shim paper handling or opening and closing of mechanical grippers to get the correct products per minute.

    1. Link - Software Configuration

  6. Create simulations to showcase the solution and how it will palletize the project for the customer.

    1. Link - Simluations

  7. Share the simulation with the customer to build trust and verify that the solution complies with the specifications of the palletizing project.

    1. Link - Simluations

  8. When the project becomes a sale, convert the lead account into a customer account. Choose who from your organization should be a member of the customer account and choose patterns, products, and HW and gripper configurations to duplicate to the new account.

    1. Link - Create and Administer Customer Accounts

  9. Invite contacts from the customer to the new customer account so they have access to it.

    1. Link - Members