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Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014.

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Presentation on theme: "Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014."— Presentation transcript:

1 Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014

2 Agenda Delivery Enhancements Faster Delivery Options More Delivery Printouts Other Delivery Options Sales Enhancements Surveys and Action Items Intuitive Shelf Setup New Sales with Product Targeting Rules

3 Delivery

4 Delivery Enhancements One-Stop Delivery Multiple Invoices, One Signature Cleaner view of each order Collect a single payment Faster Deliveries Happier Customers

5 Delivery Enhancements Payment of past invoices Apply payments to past invoices Includes Credit Invoices Permission Based

6 New Delivery Printouts Pallet Breakdown Detailed Breakdown of pallet More Accurate Check-in Faster Delivery Print All Review Invoices

7 Delivery Enhancements Off-Truck Partitioning Off-truck orders now separate by payment terms Saves time, reduces errors Delivers Screen in Stop Sequence Mandatory end of Day Truck Inspection

8 DEMO

9 Sales

10 UX Surveys Scheduling options Schedule weekly, monthly, bi- weekly options Less setup, more automation Mandatory surveys after order entry on eoTablet Coming soon to eoTouch

11 UX Surveys New ION Reports Results by Answer Results by Survey Surveys Report on non- surveyed customers

12 Dunnage Surveys Dunnage Counts Mobile capabilities for accurate counts Ability to report and review dunnage counts Increased visibility and tracking Coming soon to eoTouch

13 Action Items Create, track, and deploy action items Communicate with salesperson Action items take action

14 Ad Alerts Communicating ad information with salespersons Easy configuration Target customer groups Specific time periods Specific products Require action Compliance log

15 Product Targeting Rules Identify special products for certain customers Communicate important items Less email, more selling Only in eoTouch

16 eoTablet Shelf Setup All changes within Order Entry Changes will persist at next visit One screen for all updates

17 DEMO

18 Product Targeting Rules Cont.

19 Summary of Cool Stuff Delivery Enhancements One Stop, Less Time Driver application of invoices Off-Truck Partioning Mandatory end of day Truck Inspection

20 Summary of Cool Stuff Sales Enhancements Better Survey Options Target specific Products Better Shelf Setup Better ad communication Action Items take Action

21 Discuss | Ask | Suggest Brad Spaulding brads@eoStar.com Jeff Gast jeffg@eoStar.com


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