2014 Reliance Manufacturers Rep Meeting AGENDA: Customer Relations Overview Manufacturers Rep Expectations Overview Quarterly Review Discussion Commission.

Slides:



Advertisements
Similar presentations
CRM project. Agenda Introduction About Project Modules.
Advertisements

Chapter 2. Customer service The group of utilities or benefits the customer expects from the supplier.
Presentation Prepared For:. Secure user Login provides access to specific ship-to addresses, customer catalog, order processing rules, and other account-based.
Module 3: Business Information Systems
Customer Relation Management System Multi Environment Solutions.
Fox Scientific, Inc. ONLINE ORDERING 101. Welcome to our website On our main page you can find current promotions, the vendors we offer, technical references.
You Sale Distribution & Monitoring Product. It’s Only One Step … Take it Agenda  Introduction to Mass Distribution Environment  System Overview  System.
Vice President of Facilities
Fiscal Monitoring Fiscal Monitoring. Agenda I. Fiscal Monitoring I. Fiscal Monitoring II. Follow-up II. Follow-up III. Correction Action Plan III. Correction.
 Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS.
©© 2013 SAP AG. All rights reserved. Request-to-Resolve Scenario Overview Handling an Incoming Customer Inquiry Creating, Assigning, and Resolving a Service.
ICASAS305A Provide Advice to Clients
General Financial Supply Website & E-Commerce Solutions This presentation will demo the GFS corporate website and On-Line Order Inquiry options available.
Enterprise Systems.
Chapter 4-1 The Islamic University of Gaza Accounting Information System The Expenditure Cycle : Purchases and Cash Disbursements Procedures Dr. Hisham.
9 C H A P T E R Transaction Processing and Enterprise Resource Planning Systems.
Welcome to a tour of Quick Screen Order Entry. Please touch the mouse to begin. Welcome to Quick Screen “Our goal is very simple: to give you the most.
Supplier Invoicing North America
Customers Training Where “Lean” principles are considered common sense and are implemented with a passion!
DCMS DEMO 1. Agenda 2 Inbound Processes Outbound Processes Security Manager Questions & Answers.
Key questions answered in this chapter:  What are the four stages to the evolution of B2B capabilities?  What are the three categories of B2B?  Describe.
What is E-Commerce? Section 8.1. What is E-commerce? E-commerce is the exchange of goods, services, information, or other businesses through electronic.
Solution Overview for NIPDEC- CDAP July 15, 2005.
Honours Project Proposal Developing Country E-Commerce Portal Konstantin MasalovShiraaz Moollatjie Supervisors: Prof. Ken MacGregor Tiro Sethate.
Chapter 2 – Enterprise Systems
IntelliTrack ® WMS An Overview and Approach Powerful, Full Featured, Affordable.
Institutional Sales & Telemarketing. Introduction Assignment Structure & Activities Order Process Frequency of Contacts Launching Telemarketing Customer.
Elliott eOrders.Net Edward M. Kwang, President Rachel R. Locklair, Project Lead.
Supply Chain Management Customer Service Operations LB I Copyright © 2015 McGraw-Hill Education. All rights reserved. No reproduction or distribution without.
Test Materials Aids/Tools Available Distribution Model Additional Orders.
SurplusSurplus Surplus Forum January 8, SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director.
RemoteNet Presented By The Systems House Inc.. Enhancements Order by multiple selling units of measure Updated the webpage’s look and feel –Style sheets.
Chapter 2 – Enterprise Systems Accounting Information Systems 8e Ulric J. Gelinas and Richard Dull © 2010 Cengage Learning. All Rights Reserved. May not.
RemoteNet Presented By The Systems House, Inc.. Enhancements Order by multiple selling units of measureOrder by multiple selling units of measure Web.
Vendor Score Card coming soon … Metrics…  Ship on Time – Based on P.O. ship window  Fill Rate – Ship Complete  Quality Assurance  EDI Compliance, ASN.
1 of 26 ECOM Users Group - EDI October 18, of 26 Agenda Introductions –Sarah Knowles Supply Chain Purchase Order Carton Consolidation (POCC) Closing.
Trade Management  Module 4.  Learning Objectives:  Managing receivables  Securing receivables  Sales documentation.
1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.
Chapter 8 Transaction Processing, Electronic Commerce, and Enterprise Resource Planning Systems.
Business Functions, Processes, and Data Requirements
Presented By The Systems House, Inc. Presented by The Systems House, Inc.
Confidential Web Ordering Overview. Confidential LOG ON:   Enter your login name &
Department of Marketing & Decision Sciences Part 5 – Distribution Wholesaling and Physical Distribution.
Network of Suppliers warehouses, operations, warehouses, distribution centers, retail outlets, and customers. Supply Chain.
Careers in Distribution, Copyright 2005, WERC Careers in Distribution Management Jobs.
Data Coordinators Conference – 2014 Laura Marroquin CASEWORKER/JCMS Specialist Everything New Data Coordinators Should Know.
Chapter 24 Stock Handling and Inventory Control Section 24.1 The Stock Handling Process Section 24.2 Inventory Control Section 24.1 The Stock Handling.
Prepared by CMSD Office of the Chief Financial Officer - October, OnBase E-Procure - Purchase Order Entry, Update Unapproved Purchase Order and.
Why RemoteNet?  Quickly and easily provide your company a web presence  Increase your marketing opportunities and generate new sales  Reduce your.
Supplier Up to Schedule Plan  Supplier receives releases from Lear on a weekly basis via EDI or Fax.  If the supplier does not receive a release on a.
WIX Filters Fleet Sales Process 1. Wix….The Right Choice 2.
Anytime, Anywhere Access Benefits Functionality Work Order Administration Dispatch Work Order Work Order Details New Work Order Additional Functionality.
USING INFORMATION SYSTEMS FOR BUSINESS INTEGRATION.
Performance & Supply Chain Programs
EnergySTEP1 Data Center Assessment: After the Sale How to Present the Customer Report How to Follow up on Sales Opportunities.
BIZGAZE-BASIC WORK FLOWS
Request-to-Resolve Scenario Overview
SEARCH ENGINE OPTIMIZATION
SCM Customer Service Operations LB 3
Import Vendor Reference Guide
Customer Service Manager
Request-to-Resolve Scenario Overview
SEARCH ENGINE OPTIMIZATION
Texas Instruments Supplier Portal- Web Invoice Overview
SM KM Consignment Model
Display Item Information
Request-to-Resolve Scenario Overview
Request-to-Resolve Scenario Overview
Partner Portal Training document
Presentation transcript:

2014 Reliance Manufacturers Rep Meeting AGENDA: Customer Relations Overview Manufacturers Rep Expectations Overview Quarterly Review Discussion Commission Report Detailed Sales Report

Customer Relations Coordinator (CRC) Our #1 priority is to satisfy the customer “CUSTOMER IS KING” ENTERING ORDERS: -Entering orders in the system within 24 hours from various interfaces (EDI, Telephone, Fax, ) -Even orders with ship dates far in the future need to be entered right away in order to keep scheduling up to date on production demands. -Before entering orders all aspects of the order are checked for accuracy (pricing, product codes, case packs, etc.). -If discrepancies exist the CRC will work with the customer directly to resolve the problem. Because orders cannot be entered in the system with errors, it is important that these concerns are resolved quickly and efficiently. -Once orders are received confirmations are sent to the customer (via EDI or ).

Customer Relations Coordinator (CRC) PROCESSING ORDERS (WAREHOUSE, ROUTING, ETC) -CRC’s utilize different tools within our system to run reports that show order demand for the next day (minimum). The reports also show stock levels are the various warehouses. -If stock discrepancies exist the CRC first analyzes the stock transfer schedules to see if a product is going to arrive at the warehouse in time for the ship date. If not, the CRC works with the Scheduling Department to try to resolve the concern. -CRC’s work with their warehouse to ensure items are picked and palletized properly and in a timely fashion. -CRC’s refer to the vendor guide routing instructions for PO shipping details. -In cases where shipments are pre-paid the CRC sources freight quotes. -CRC’s are responsible to ensure that the carriers pick up orders within the ship window.

Customer Relations Coordinator (CRC) P.O. FOLLOW-UP AND CLOSING -When orders do not arrive complete or on-time CRC’s investigate and create Non- Conformance Reports, retrieve documentation/imagery of concerns, and develops resolutions to satisfy them. -Handling EDI transmission concerns (internal or external investigation on why the errors occurred in order to avoid a future occurrence) -CRC’s have the authority to handle customer concerns and credit products, ship out missed items, etc. even before the investigation is completed and resolved -CRC’s and Accounting work together for processing allowances, claims, credits, etc.

Customer Relations Coordinator (CRC) ASSISTING SALES TEAM -Providing imagery, preparing tradeshow samples and literature, new product samples, customer reports, commission reports, customer sales back-ups, updating pricing, price tables in TMM, updating vendor guides, etc. -EDI Mapping, customer setup, compliance, & troubleshooting -Key customer POS analysis ( e.g. Wal-Mart, Canadian Tire) CONSUMER INTERACTION -Answering consumer phone call & s for warranty concerns, product store location inquiries, product replacements, product education, follow-up on product donations, etc. -Processing web sales ( including credit card confirmations, tracking (if requested), etc.

Q&A

Manufacturers Rep Expectations 1.Achieve yearly budgeted sales for each account, as outlined in the monthly commission report. Will discuss further during commission report overview 2.Promote Reliance Products in a professional and positive manner at all times. 3.Monthly review of website relianceproducts.com Partner Log-in area to review monthly sales and commission reports The Partner Log-in is you primary point of interest to retrieve digital images and catalogs, commission reports, etc.

Manufacturers Rep Expectations 4. Communicating with and visiting regularly with all assigned customers: Pricing Accuracy – implementing price increases in timely manner with supported documentation. Providing exceptional product knowledge to buyers and in-store personnel Supplying accurate product information, i.e.; descriptions, UPC codes, dimensions, pictures etc. Maintain allotted space in-store and online websites. Attending in-store resets, New store sets and/ or Grand openings where applicable. Attending customer Tradeshows, where applicable Proactively trying to achieve new item placements with existing customers and actively searching out potential new customers. Preparing and presenting Reliance Products items in a professional manner during all customer interfaces. Maintaining relationships with all key customer personnel and updating Reliance Products with any key personnel changes, contact information and any pertinent Customer change information. Support Reliance Products Customer Relations when required. Submit accurate and complete customer requests and purchase orders (where applicable) in a timely fashion.

Manufacturers Rep Expectations 5. Communicating with Reliance Products Sales Manager(s): Report on market activity including but not limited to: competitive products, pricing, overall sales activity, general information pertinent to the growth or change in your assigned markets. Implement timely and cost effective schedules for assigned sales manager to visit key accounts & new accounts NEW: Beginning 2 nd qtr 2014 – Quarterly Rep reviews with Sales Manager and Linda Ramsey (President)

Quarterly Review Overview Areas to be discussed: Review the Commission Reports – Review this year vs. last year of all major and budgeted accounts. Placement of new products, new account targets or gains, loss of products, or accounts. Discussion of overall sales volumes, what are we doing to grow? What do we need to grow? Overall market conditions you see from the field or hear from meetings What Reliance can do better

Commission Reports

Detailed Sales Reports

Q&A