NAHI, LLC Company Overview November 2009
OUTSIDE SALES TEAM INSIDE SALES TEAM KENT STRAND JAMES WHALEY BRAD HABBERSTAD RICH SMITH DON RASKA BC NB JAY BOOZER AB QC SA MB DWAYNE PERSAC NF O N ON ON NS BRIAN UMSTEAD MN WA VT NEW MID WEST REGION MI MT ME NEW SOUTH WEST REGION ND NH OR NEW NORTH EAST REGION MN VT ID ID MA SD WI NY MIKE WELTZIEN (SPECIFIC ACCOUNTS) WY MI RI KEVIN BROWN (SPECIFIC ACCOUNTS) PA CT NE IA NV NJ OH BRANDON PICKERING (SPECIFIC ACCOUNTS) UT IL IN DE CA CO WV ROBERT HESTER (SPECIFIC ACCOUNTS) KS MO VA KY MD NC INSIDE SALES TEAM TN DC AZ OK NM AR SC DARRELL LAFORGEY MS AL GA DEBRA COLWART TX LA DWAYNE PERSAC FL MATT BABIN STEVE GLUCK ( APPLICATONS )
$8,087,969.47 as of 10/31/09 O&K consists of ½ this inventory number Healthy number for us today is $6.5M Would like to see $1.5M reduced from O&K stock but reality is all products get squeezed in the process Inventory
Inventory: min / max’s Stopped using in Oct 2008 Inventory crested at $9.3M Re-evaluated all spare parts to new min / max’s levels Will buy to min / max on spare parts by end of year Will re-evaluate min / max for units by end of year Will buy to min / max on units when inventory totals reach $7.0M (except O&K) Will buy to min / max on O&K units when inventory goes below $2.5M for O&K Inventory: min / max’s
Sales Team Member Inventory Commitment List When a sales team member agrees to stock inventory then we as a company need to “take it seriously” Commitments change over time and need to be re-evaluated as production needs change Asking each sales team member to keep an inventory commitment list for their customers including details around the commitment Asking for a comprehensive commitment inventory list to be created and updated so we can included in our min/max purchasing plans Sales Team Member Inventory Commitment List
WebEx Service
WebEx Service Idea is to offer product training once a month Time will be early morning to accommodate every ones travel schedules Target is Monday Mornings at 8 am central You can web in and or call in via cell phone Service is available for you to use with your customers on projects or WebEx visits
WebEx 2010 Quarterly Meeting Purpose of the Sales Team Member Meeting Time frame of about an hour Review New Applications Review Existing Applications Define tools needed to enhance success in your specific area Define together corporate areas of improvement
Sales Team Member WebEx 2010 Schedule 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Robert Hester January April July October Brad Habberstad Dwayne Persac James Whaley Jay Boozer February May August November Don Raska Mike Weltzien Brian Umstead Rich Smith March June September December Kent Strand New West New East
Lunch Meeting Updates: 2010 Month Person giving Update January Kevin – Company Feb Brandon – Marketing Mar Toby – Service Apr May Ken – New Products Jun Matt – Operations Jul Aug Sep Oct Kevin - Company Nov Ken- New Products Dec
Travel Schedules: Management Salesperson Kevin , Ken or Brandon Robert Hester 1st qtr (Kevin) Brad Habberstad 1st qtr (Brandon) Don Raska James Whaley 2nd qtr (Ken) Jay Boozer 2nd qtr (Kevin) Dwayne Persac 2nd qtr Mike Weltzien 3rd qtr Brian Umstead Rich Smith Kent Strand 4th qtr New West New East
Currency Today Dollar at 1.484 to 1 Euro Continue to see dollar week until end of 1st quarter Predict dollar to grow in strength in the 2nd qtr to around 1.350
Price Increases Watch the quoting (margins) with falling dollar What are we doing for 2010 increases? What are your customers saying today? We are not accepting price increases from suppliers for 2010!
D&B Sales Leeds Starting 1 year subscription Data Base of all industries Outside & Inside sales will find tool helpful in finding potential customers
New People 2010 Outside Sales north west area Outside sales north east area Inside sales (baton rouge) Service person (baton rouge)
Benefits New Health Care Plan coming out middle of December New Benefits to include participation in wellness care New Coverage Types & Employee Bi-Weekly Responsibility Employee Only $39.19 Employee + Spouse $80.95 Employee + Child $65.33 Family $101.53
Reviews & Pay Increase News Reviews need to be completed by year end Pay increases news will be determined later in the year Don’t forget to schedule any un-used PTO by year end if you want to take advantage of the
Delta Solutions 2009 Policy: Use only when we can not get the O&K units Use on low volume accounts 2010 Policy: Try and sell existing inventory on less strenuous applications Preference would be to exhaust any and all possible delivery solutions with O&K before a Delta selection is reached
Office Goals: Have all the inside sales team FPS certified Start Bi-weekly meetings New Applications New info from suppliers New products Participate in the WebEx monthly product training sessions
Service Goals Analyze processes and procedures currently in place concerning in order to increase efficiency Quoting Procedure Labor processes Manage spare parts min/max levels Develop procedure to ship hard copy Installation & Maintenance Manuals for every unit/crate that we ship Increase service/repair business by 20% Travel more with outside sales team, visiting customers who may have service needs Develop service flyer / handout for outside sales team Develop a PowerPoint presentation for the outside sales team Become better capable of performing field service duties
Thanks !!!