RampedUp requires an Enterprise Salesforce.com license.  Please check your company profile within Salesforce.com Set Up and look for organization license type. 

You must have Administrative Rights to Set Up RampedUp in Salesforce.com

Getting started with RampedUp is easy.  First thing to know is that RampedUp works inside of Salesforce.com.  This is to make your job and the jobs of your sellers that much easier.  Logging into RampedUp simply requires you to log into Salesforce.com.  The Single Sign On functionality will allow you to seamlessly move between both platforms. This also means the rights and privileges of the Salesforce.com users transfer over the RampedUp as well. Let’s get started. Follow these 4 steps to get going:

  1. Create a RampedUp Account by clicking here https://basic.rampedup.io/signup_sf  and then connect with Salesforce.com.  Reminder – only SFDC admins can sign in initially. Our platform requires API access with Salesforce.com to bring over recently closed opportunities and users from Salesforce.com to RampedUp. We also push contacts, leads, and accounts into Salesforce.com if you allow for it. Here is a quick guide to the types of platforms that have API access.
  2. Install the RampedUp Plug In by clicking here  https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DpSzVEAV. (Note: Salesforce will notify you when the app is installed if it takes some time.)
  3. Place RampedUp Inside of Salesforce.com
  • Decide if you want to install the app in a Sandbox or Production environment.
  • Select All Users to enable the plug-in for all users of the platform. (You could also select a portion of users)
  • The RampedUp Plug In can be placed on an Account / Leads / Opportunity tab.
  • From the admin set up, first select Account / Leads / Opportunity section you would like to place RampedUp and then go to the Page Layout.
  • Edit the Page Layout
  • Under Fields, drag and drop a Blank Section field in a prominent area of the page.
  • Label the new section RampedUp and select a one column page layout.
  • Click Save.
  • Under Visual Force pages at the bottom of the Opportunity / Account / Lead layout selection drag RU Basic Opportunities / Accounts / Leads to the recently created RampedUp section.
  • In the right hand corner of the section a small wrench allows you to edit the properties.
  • Click the wrench until you see a Visual Page Properties 
  • Change the Height (in pixels) to 400 and select the show scroll bar.
  • Click OK.
  • Click Save.
  • Repeat these steps for Opportunities / Accounts / Leads.

      4. Customize RampedUp under Admin Settings by clicking here https://basic.rampedup.io/app/admin/settings   

Admin Functionality impacts all of the RampedUp users

Use the Admin Settings from the Admin tab to tailor your instance of RampedUp. The Edit company information button allows you to complete or edit your company details for our records.

Admin Front Page Settings

  • Publishing Frequency: RampedUp takes your Closed Won Opportunities and turns them into Win Stories – these Stories are collected and shared in a Social Media like format called Front Page. You can choose the frequency of the Report or if you want your reps to access it all with the toggle button.
  • Select Leaderboard Reports: Within the Front-Page Win Report, you can have reports based on Closed Won Deals exposed for the users.  You can also toggle of the report.
  • News to Use: is a vehicle to share important information with RampedUp users such as new functionality or material available inside of RampedUp. This can be toggled on and off depending on the need.

BattleCard Settings – The Battlecard is the Salesforce.com Plug-In

  • Enable Win Stories: This will allow your sellers to be notified of their recent Wins via email and add additional information such as how the won it, competition, products, buyers etc. This can be toggled on and off depending on the need.
  • Contact Import: This field limits the number of contacts / leads the users can import into Salesforce.com
  • Preferred Technologies: This field allows the admin to select the competitive or complimentary technologies that are important to your sales process.  Once selected, these technologies will be exposed on the home page of the Battlecard so that users will know if the company associated with the lead, account, or opportunity uses those technologies.
  • Enable Clean: This feature will allow the user to clean their account inside of Salesforce.com.  This will append new contacts, identify INACTIVE contacts, and complete account and contact records.

The Appending tab in the Admin Settings is reserved for Appending Leads, Contacts, and Accounts directly inside of Salesforce.com

  • Lead Imports: This will enable RampedUp to append Leads as they come into Salesforce.com. Toggle the Lead Import functionality to ON/OFF to govern the functionality.
    • Leads Appended – This section details all the leads RampedUp has appended on your behalf
      • Download CSV – this will allow for downloading the leads into a CSV based on the following:
      • The last 24 Hours
      • Appended Dates
      • Company, City, State, Country
    • Enable sending of appended leads daily report. – This functionality will send you a daily email to all administrators to review the leads that RampepdUp has appended in the last 24 hours.
    • Append Fields Mapping; will allow the admin to select and map the fields from RampedUp to import into Salesforce.com.
      • Include in Import: Will allow RampedUp data for import
      • Always Overwrite: RampedUp data will overwrite data in Lead Field
      • Overwrite only when incoming value is not blank: Conditional Rule
      • Overwrite only when customer value is blank: Default Conditional Rule
  • Append Contacts: This functionality allows RampedUp to append existing contacts, identify INACTIVE contacts, and create Leads for Contacts that are in your database but are now at a new company.
    • Create Contact Date 
    • Company
    • City
    • State
    • Country
    • Append Salesforce.com Contacts: This button allows RampedUp to append Contact data under conditions set forth by the below rules.  This function can be run as often as needed but must be facilitated by the admin.
    • Append Contact Field Mapping will allow the admin to select and map the fields from RampedUp to import into Salesforce.com.
      • Include in Import: Will allow RampedUp data for import
      • Always Overwrite: RampedUp data will overwrite data in Lead Field
      • Overwrite only when customer value is blank: Conditional Rule
      • Import Inactive Contacts as Leads: By selecting this box you are allowing RampedUp to identify contacts that no longer work at the company you have them associated inside of Saelsforce.com and import them as new leads at the new company where they are employed. This helps keep Salesforce.com Clean
  • Append Accounts: This functionality allows RampedUp to append Account records inside of Salesforce.com
    • Append Salesforce.com Accounts: This button allows RampedUp to append Account data under conditions set forth by the below rules.  This function can be run as often as needed but must be facilitated by the admin.
      • Create Contact Date 
      • Company
      • City
      • State
      • Country
    • Append Contact Field Mapping will allow the admin to select and map the fields from RampedUp to import into Salesforce.com.
      • Include in Import: Will allow RampedUp data for import
      • Always Overwrite: RampedUp data will overwrite data in Lead Field
      • Overwrite only when customer value is blank: Conditional Rule

The Opportunities tab in the Admin Settings is reserved for Wins are pulled from Salesforce.com. The system is designed to pull the last 10 wins from your system upon set up.  You can import additional opportunities from the Import Opportunities button or manually add a Win. You can also throttle the amount of Wins you would like to initially import so as not to overwhelm users.

Click Import Opportunities to begin the process o building Win Stories and select the throttle options. The throttle allows you to pull “Closed Won” Opportunities from Salesforce.com based on any or all of these criteria:

  • Close Date: This will ensure only more recent opportunities are pulled
  • Amount: This will ensure only deals over or under a certain amount are pulled
  • Active Reps only
  • Account: This will ensure only certain accounts are pulled
  • Product: This will ensure only certain opportunities where this product are pulled

The filter will stay active for the Opportunities API service pulled from Salesforce.com every 12 hours. If there are new opportunities to import – the results will be emailed to you as an Import Report every day.

The purpose of the Opportunities tab is to allow for a central location for the Admin to edit Win Stories that will populate throughout the app. We do not require Admins to complete or edit Opportunities –however the admin can edit the Opportunity if needed.

Email Notifications: The email notifications are turned off as a default but can be toggled back on the top of the Opportunities tab. This functionality will push a series of 3 emails to the sellers that move an opportunity into salesforce.com to Closed Won.  Theses emails direct the user back to RampedUp to edit or add additional information about their recent Closed Won Opportunity. The Win Import Report notifies the Admin of imported Closed Won opportunities.  Both the email notifications can be toggled ON/OFF.

Users: RampedUp provides functionality to import users directly from Salesforce.com.  The include users button will import the users and the admin can select the users from the picklist. An email is sent to the users in order for them to activate the account.  An admin can promote a user to Admin of RampedUp or resend the email notification for activation. The admin has full functionality rights.  A user must accept the RampedUp notification to view RampedUp inside of Salesforce.com.

Decision Makers:  This section allows the admin to key-in the titles of the Decision Makers to populate on the Decision Makers tab inside of Salesforce.com.  We recommend that you be very specific as we are searching the public web for these titles and you are limited to 15 results. We default the term Chief to ensure results from the onset.

Required Email – Selecting this functionality will only bring back contacts with Email Addresses

Decision Maker Country – Select the countries you would like the contacts to be located inside the battlecard.

Win Stories Questions: This will allow for you to build questions to help sellers create a more detailed win story.  Choose from a drop down menu of Products, Competitors, Rep Narrative, Buyers.  These are fields that do not come over from Salesforce.com in the import and need to be populated by the rep to exist in the customers and Win Vault fields. The system has default questions aligned with fields inside of the Win Story but you can tailor them to your sales process.  Default Questions: 

  • Congratulations on the Win – can you give us a couple of sentences on how you did it? (Rep Narrative)
  • What are some of the titles of the people who bought from you? (Buyers)
  • What companies did you defeat with your win? (Competitors)
  • What products did you sell? (Products)

Salesforce Connect The system is designed to connect to Salesforce.com upon sign up but the Salesforce Connect tab can disconnect from Salesforce.com if needed.