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Experts in Chem-Feed and Water Treatment Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer.

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Presentation on theme: "Experts in Chem-Feed and Water Treatment Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer."— Presentation transcript:

1 Experts in Chem-Feed and Water Treatment Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer Support Specialist) Developer: Nicholas Zographos (Nezen Creation)Nezen Creation NEW ProMinent eQuote

2 Experts in Chem-Feed and Water Treatment ProMinent eQuote Webinar  www.prominentequote.com www.prominentequote.com  NEW web based quoting program to replace software based Quote Program v. 1.572  Why eQuote?  Benefits of web based system vs. software based system  eQuote demo and screenshots  Please save questions for the end (type questions into text field) 2

3 Experts in Chem-Feed and Water Treatment Why eQuote?  Compatibility issues with Office 2010, Windows, etc.  Download, install, registration and activation cumbersome and problematic  Multiple installations necessary for some users  Program expired yearly requiring re-activation  Many users’ networks and admins block 3 rd party software installations  Periodic updates required new patch downloads, field testing, communication, download, install, etc.  User Quote database not “sharable” by others at your company  Old Program will no longer be available or supported 3

4 Experts in Chem-Feed and Water Treatment eQuote (web based system) benefits  No 3 rd party software to download, update, or activate  1 time registration required (approval by PFC)  Transparent updates and improvements at any time  User access from any computer (Mac or PC) with internet access (any browser)  All quotes can be made visible and/or editable by any user in same company (permissions set by PFC)  NEW cart feature allows for price checking and frequently quoted items without creating quote  Users manage own account profiles, quotes and customers (PFC has no visibility into users’ info) 4

5 Experts in Chem-Feed and Water Treatment eQuote Tutorial

6 Experts in Chem-Feed and Water Treatment How to use eQuote  Registration required  Home page (live)  Default Cover Letter (live)  Products (live)  Cart (live)  Quotes (live)  Adding customers to quote (live)  Quote sharing (live)  Exporting a quote (live)  Things to remember  Planned Enhancements Coming Soon!  Questions & Answers 6

7 Experts in Chem-Feed and Water Treatment Registration (required for ALL users)  Even users of Quote Program must REGISTER and create password  Must input all contact info, corporate eMail & password (login) 7

8 Experts in Chem-Feed and Water Treatment Registration (required for ALL users)  Even users of Quote Program must REGISTER and create password  Must input all contact info, corporate eMail & password (login)  PFC will review info and approve  Upon approval registrants will receive confirmation eMail (check junk/spam filter)  All users are strongly encouraged to also sign up to receive ProMinent eNews for important eQuote news (unless already receiving it) 8

9 Experts in Chem-Feed and Water Treatment Registration (required for ALL users)  Upon approval, simply enter your corporate eMail/password to login  Remember password! (if forgotten, it can be reset by user (not PFC)) 9

10 Experts in Chem-Feed and Water Treatment eQuote Home Page (live) 10

11 Experts in Chem-Feed and Water Treatment Default Cover Letter (live)  Make sure you check your profile and default cover letter 11

12 Experts in Chem-Feed and Water Treatment Products (live) 12

13 Experts in Chem-Feed and Water Treatment Find A Pump (live) 13

14 Experts in Chem-Feed and Water Treatment Parts (Product) Search (live) 14

15 Experts in Chem-Feed and Water Treatment Product Builder (live) 15 Notice the button “adds to cart”

16 Experts in Chem-Feed and Water Treatment Cart (live) 16  The cart stores priced items without creating a quote Select the cart items you want to add to quote Add items from cart to NEW or existing quote”

17 Experts in Chem-Feed and Water Treatment Quotes (live) 17  Create NEW, Find/edit existing quotes or quotes from others within your company (based on permissions)

18 Experts in Chem-Feed and Water Treatment Quotes (NEW Quote) (live) 18 Click one of the 3 buttons to add something to quote (like “adding to cart”

19 Experts in Chem-Feed and Water Treatment Editing A Quote (adding items) (live)  Drag & Drop quote items up & down to reorder 19

20 Experts in Chem-Feed and Water Treatment Editing A Quote (live) 20  Double-click a line item or select and click the pencil icon below (edit quote item box appears) Customize information that appears for quote items

21 Experts in Chem-Feed and Water Treatment Editing A Quote (sections) (live) 21

22 Experts in Chem-Feed and Water Treatment Adding customers to quote (live) 22

23 Experts in Chem-Feed and Water Treatment Quote sharing (live) 23

24 Experts in Chem-Feed and Water Treatment Exporting a quote (live) 24

25 Experts in Chem-Feed and Water Treatment Tips to remember  Take advantage of browser features  Right click and select “open in new tab or window”  Use browser “back”, “forward” and “refresh” buttons  When prompted to save open windows and tabs, do so  Update your browser to the latest version (FREE)  eQuote works in all browsers on PC and Mac  My favorite browser is Firefox  Write your username/password for future reference (not necessarily your XTRANET username/password)  ProMinent CANNOT see or create user passwords (reset password on home page)  eQuote displays only ProMinent list pricing (NO DISCOUNTS YET) 25

26 Experts in Chem-Feed and Water Treatment Planned enhancements coming soon! 1.Automatic discount calculations 2.Ability to input known ident codes & part numbers 3.Sharable contacts (within your own organization) 4.More robust quote line item restructuring 5.Enhanced PES system quoting 6.Price “quick” check from home page (without creating cart item or quote) 7.More precise capacity and pressure calculation based on configuration (instead of published ranges) 8.Improved exporting 9.HELP section (tutorial, FAQ’s) 26

27 Experts in Chem-Feed and Water Treatment Questions & Answers  Please type in your questions  I will read some questions and answers 27

28 Experts in Chem-Feed and Water Treatment Conclusion  Send questions to quoteprogram@prominent.usquoteprogram@prominent.us  Additional webinars to be scheduled  eQuote “2.0” already planned  ProMinent Owner’s Meeting presentation and hands- on training in at ProMinent (February 21-24, 2011) 28


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