Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014
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
Delivery
Delivery Enhancements One-Stop Delivery Multiple Invoices, One Signature Cleaner view of each order Collect a single payment Faster Deliveries Happier Customers
Delivery Enhancements Payment of past invoices Apply payments to past invoices Includes Credit Invoices Permission Based
New Delivery Printouts Pallet Breakdown Detailed Breakdown of pallet More Accurate Check-in Faster Delivery Print All Review Invoices
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
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Sales
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
UX Surveys New ION Reports Results by Answer Results by Survey Surveys Report on non- surveyed customers
Dunnage Surveys Dunnage Counts Mobile capabilities for accurate counts Ability to report and review dunnage counts Increased visibility and tracking Coming soon to eoTouch
Action Items Create, track, and deploy action items Communicate with salesperson Action items take action
Ad Alerts Communicating ad information with salespersons Easy configuration Target customer groups Specific time periods Specific products Require action Compliance log
Product Targeting Rules Identify special products for certain customers Communicate important items Less , more selling Only in eoTouch
eoTablet Shelf Setup All changes within Order Entry Changes will persist at next visit One screen for all updates
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Product Targeting Rules Cont.
Summary of Cool Stuff Delivery Enhancements One Stop, Less Time Driver application of invoices Off-Truck Partioning Mandatory end of day Truck Inspection
Summary of Cool Stuff Sales Enhancements Better Survey Options Target specific Products Better Shelf Setup Better ad communication Action Items take Action
Discuss | Ask | Suggest Brad Spaulding Jeff Gast