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© Chevron 2005 Global Lubricants Chevron Partnership Perks Program – Lubrication Marketer Sales Training July 20, 2007.

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Presentation on theme: "© Chevron 2005 Global Lubricants Chevron Partnership Perks Program – Lubrication Marketer Sales Training July 20, 2007."— Presentation transcript:

1 © Chevron 2005 Global Lubricants Chevron Partnership Perks Program – Lubrication Marketer Sales Training July 20, 2007

2 © Chevron 2005 Global Lubricants 2 Safety Moment – Pool Safety for Children (Source: American Academy of Pediatrics - www.aap.org/family/tipppool.htm ) A swimming pool in the yard can be very dangerous for children. If possible, do not put a swimming pool in your yard until your children are older than 5 years. If you already have a pool, protect your children from drowning by doing the following: Pool Safety Tips To keep your kids safe: Never leave your children alone in or near the pool, even for a moment. Put up a fence to separate your house from the pool. Most young children who drown in pools wander out of the house and fall into the pool. Install a fence at least 4 feet high around all 4 sides of the pool. This fence will completely separate the pool from the house and play area of the yard. Use gates that self-close and self-latch, with latches higher than your children's reach. A power safety cover that meets the standards of the American Society for Testing and Materials (ASTM) adds to the protection of your children but should not be used in place of the fence between your house and the pool. Even fencing around your pool and using a power safety cover will not prevent all drowning. Keep rescue equipment (such as a shepherd's hook or life preserver) and a telephone by the pool. Do not let your child use air-filled "swimming aids" because they are not a substitute for approved life vests and can be dangerous. Anyone watching young children around a pool should learn CPR and be able to rescue a child if needed. Stay within an arm's length of your child. Remove all toys from the pool after use so children aren't tempted to reach for them. After the children are done swimming, secure the pool so they can't get back into it. Tenet # 3 Always ensure safety devices are in place and functioning

3 © Chevron 2005 Global Lubricants 3 Objectives  Communicate a clear understanding of the Chevron Partnership Perks program  Chevron Partnership Perks website – Online Navigation via Chevron Business Point  Overview of program elements, launch plan and marketing sector promotions  Answer any questions

4 © Chevron 2005 Global Lubricants 4 Partnership Perks - Overview  Evolution of our Marketer Employee Incentive (MEI) program  Designed to reward LM sales employees for selling BDP Qualifying premium, synthetic, and extended-life coolant products  Partnership Perks program will allow LM sales employees to earn points and redeem merchandise from the online catalog  Points will be available for a variety of activities that fall into one of these categories: Knowledge Validation Sales Professionalism New Account Acquisition STLE Certification OEM Endorsement Promotional Incentives Scratch and Win Cards

5 © Chevron 2005 Global Lubricants 5 How the Partnership Perks Program Works Eligible Participants:  Chevron Lubrication Marketer principal or management  Chevron Lubrication Marketer sales employees Process Registration: Participants register online via Business Point (Marketing/Programs/Business Incentive Programs/Chevron Partnership Perks Program) Points are earned: Knowledge Validation: successfully completing promotional quizzes found on the Partnership Perks web site Sales Professionalism: successfully demonstrating aptitude in the sales process New Account Acquisition: converting new accounts to the Chevron brands STLE Certification: becoming a Certified Lubrication Specialist OEM Endorsement: securing product and brand endorsements from Original Equipment Manufacturers Promotional Incentives: attaining specific sales objectives during key promotional periods Scratch and Win: collecting discretionary points issued by the Chevron ABM or LBM to marketer principals, sales managers, or sales employees. These points may also be distributed amongst marketer employees as designated by the marketer principal. Redeem Points: Point balances and point redemption for eligible merchandise can be viewed in the online catalog.

6 © Chevron 2005 Global Lubricants 6 Registration ■ LM Principal/Proxy must first register for the Partnership Perks Program via Business Point and select one option only: ■ Single Master (Marketership) Account or ■ Multiple Individual (Sales Employees) Accounts (tied to LM Principal account) Benefits: ■ Master Account will allow LM Principal/Proxy to have control of points distribution ■ Multiple Individual Accounts allow individual to control earned & redeemed points

7 © Chevron 2005 Global Lubricants 7 Registration Process 1)LM Principal (Proxy/Approver) – 1 st to register and selects participation option - then receives a confirmation email 2) LM Sales Manager (Administrator/Participant) – registers after LM Principal has registered as an: Administrator/Approver – approves claims Or/And Participant – earn and redeem points 3) LM Sales Employee (Participant) – registers as an individual account to earn & redeem points

8 © Chevron 2005 Global Lubricants 8 Partnership Perks – Online Navigation Log in via Business Point

9 © Chevron 2005 Global Lubricants 9 Partnership Perks – Online Navigation Select “Marketing” tab

10 © Chevron 2005 Global Lubricants 10 Partnership Perks – Online Navigation Select “Programs”

11 © Chevron 2005 Global Lubricants 11 Partnership Perks – Online Navigation Select “Business Incentive Programs”

12 © Chevron 2005 Global Lubricants 12 Partnership Perks – Online Navigation Select “Chevron Partnership Perks Program”

13 © Chevron 2005 Global Lubricants 13 Partnership Perks – Login Page LM Principal must first register and select either the Option to participate as a Master Account or Multiple Individual Accounts.

14 © Chevron 2005 Global Lubricants 14 Registration Please provide first, last name & email address

15 © Chevron 2005 Global Lubricants 15 Registration Select Lubrication Marketer employed by

16 © Chevron 2005 Global Lubricants 16 Registration Process Select appropriate LM

17 © Chevron 2005 Global Lubricants 17 Registration Process Select “Marketer Principal or Proxy” from the drop-down menu

18 © Chevron 2005 Global Lubricants 18 Registration Process Select “Single Master Account” option or “Multiple Individual Accounts” and select “Sales Manager” participation

19 © Chevron 2005 Global Lubricants 19 Partnership Perks – Getting Started Getting Started page – overview of the Partnership Perks Program and how to begin earning points

20 © Chevron 2005 Global Lubricants 20 Partnership Perks – Getting Started (continued) Order form for “Scratch & Win” cards

21 © Chevron 2005 Global Lubricants 21 Partnership Perks – Promotions 1) Search for a “Promotion” from the drop-down menu 2) Click “View Information”

22 © Chevron 2005 Global Lubricants 22 Partnership Perks – Promotion Details

23 © Chevron 2005 Global Lubricants 23 Claim Submission LM Sales Employee will submit claims online for “Promotions” under the “Claim Submission” tab

24 © Chevron 2005 Global Lubricants 24 Claim Submission Submit the claim for audit with supporting documentation

25 © Chevron 2005 Global Lubricants 25 Claims Process – Uploading Supporting Documentation Click on “Upload documentation” to attach supporting docs/invoices

26 © Chevron 2005 Global Lubricants 26 Claims Process – Uploading Supporting Documentation

27 © Chevron 2005 Global Lubricants 27 Partnership Perks – Claim Query “Claim Query” allows you to search for claims pending approval

28 © Chevron 2005 Global Lubricants 28 Claim Status Definitions 1st Step: Submit the Claim Work In Progress: Claims are placed on this status before the Lubrication Marketer submits documentation for the submission. 2nd Step: Review the Claim Pending 1st Approval: Claim requires the Lubrication Marketer Principal’s review. Pending 2nd Approval: Claim requires the Lubrication Business Manager’s review. Pending Final Approval: Claim requires review from CoAMS (3 rd Party vendor). Claims may be Approved, Adjusted, or Rejected. Claims that are Adjusted require re-approval from the LMP and LBM. Adjusted - Pending 1st Approval: CoAMS adjusted the Claim submission. The Claim requires re-approval from the Lubrication Marketer Principal. Adjusted - Pending 2nd Approval: CoAMS adjusted the Claim submission. The Claim requires re-approval from the Lubrication Business Manager. Resolve the Claim Holding: The Claim submission cannot proceed without additional information or approval. The reason for the hold can be seen on the Partnership Perks web site. 3rd and Final Step: the Claim is processed Approved: CoAMS approved the full amount of the Claim submission. Adjusted: CoAMS adjusted the Claim submission. Only a portion of the requested amount was approved. Rejected: CoAMS rejected the Claim submission. The reason for the rejection can be seen on the Partnership Perks web site.

29 © Chevron 2005 Global Lubricants 29 Partnership Perks – Claim Query

30 © Chevron 2005 Global Lubricants 30 Partnership Perks – Claim Review

31 © Chevron 2005 Global Lubricants 31 Partnership Perks – Claim Review

32 © Chevron 2005 Global Lubricants 32 Partnership Perks – Claim Review A “Claim Requiring Review” email will be sent to you daily for review if there are any pending claims

33 © Chevron 2005 Global Lubricants 33 Claim Review Claims To Review: Once daily, at 10PM Central, the web system will generate an email to each user whose immediate review on a Claim is required. Email will be sent from Chevronpartnershipperks@coams.com for a Chevron promotion Chevronpartnershipperks@coams.com Subject of email will be “ Partnership Perks Program: Claim Requiring Review”

34 © Chevron 2005 Global Lubricants 34 Claims on Hold & Processed Claims On Hold: Once weekly, Sundays at 10:15PM Central, the web system will generate an email to each user who has submitted a Claim that has been placed on Hold status Claims Processed: Once daily, at 10:30PM Central, the web system search for Claims processed that day & will generate an email to each user that submitted the Claim. Email will be sent from Chevronpartnershipperks@coams.com for a Chevron promotion Chevronpartnershipperks@coams.com Subject of email will be “ Partnership Perks Program: ”

35 © Chevron 2005 Global Lubricants 35 Partnership Perks – Points Balance and Redemption

36 © Chevron 2005 Global Lubricants 36 Partnership Perks – Online Catalog

37 © Chevron 2005 Global Lubricants 37 Partnership Perks – Online Catalog Select the “Catalog” tab to view the catalog collection

38 © Chevron 2005 Global Lubricants 38 Partnership Perks – Point Bank Select the “My Account” tab and then “Point Bank” to view points balance

39 © Chevron 2005 Global Lubricants 39 Partnership Perks – Quizzes

40 © Chevron 2005 Global Lubricants 40 Partnership Perks – Quizzes

41 © Chevron 2005 Global Lubricants 41 Partnership Perks – Quizzes

42 © Chevron 2005 Global Lubricants 42 “Early Registration” Bonus Points Timing: July 16, 2007 – August 31, 2007 Register for the “Partnership Perks” program via Business Point during the “Early Registration” promotion period and receive 5,000 Partnership Perks points. (Note: Points will not be deposited until September 7, 2007).

43 © Chevron 2005 Global Lubricants 43 Delo Performance Advantage Promotion Timing: July 16 – October 31, 2007 Scope: Triple Play – Sell 3 eligible Chevron Delo Performance Advantage products per customer, with a minimum of 300 gallons per invoice = 60,000 points. All sales must be sold in 300 gallon increments and on one invoice. Home Run – Sell 4 eligible Chevron Delo Performance Advantage products per customer, with a minimum of 400 gallons per invoice = 80,000 points. All sales must be sold in 400 gallon increments and on one invoice. Grand Slam – Sell 5 eligible Chevron Delo Performance Advantage products per customer, with a minimum of 500 gallons per invoice = 100,000 points. All sales must be sold in 500 gallon increments and on one invoice. Sales must be made to a single customer and cannot be combined between multiple customers. Claim form must include invoice with minimum product and gallon requirements during the dates of eligibility.

44 © Chevron 2005 Global Lubricants 44 Partnership Perks - Contacts Registration, Claims & Catalog Questions: CoAMS Keith Gaskill or Brigette Lyons Phone #:(888)395-6566 Email: Chevronpartnershipperks@coams.comChevronpartnershipperks@coams.com Program Questions: Angie Lin, Channel Marketing Programs Specialist Email: LIAJ@chevron.com

45 © Chevron 2005 Global Lubricants 45 Partnership Perks Questions


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