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