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Certification for Enterprise Account Services Class Two Presenting the Boundless Story

Certification for Enterprise Account Services Class Two Presenting the Boundless Story. Schedule. Class Two Goal To have you gain skill and confidence in your ability to tell the Boundless story. Introduction. Overview What do we mean by “The Boundless Story”? It’s what we tell people

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Certification for Enterprise Account Services Class Two Presenting the Boundless Story

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  1. Certification for Enterprise Account Services Class Two Presenting the Boundless Story

  2. Schedule • Class Two Goal • To have you gain skill and confidence in your ability to tell the Boundless story

  3. Introduction • Overview • What do we mean by “The Boundless Story”? • It’s what we tell people • Our value to our customers (based on their position) • Why we are winning accounts? • Unique offering in the industry • Process for connecting buyers through our Platform

  4. Overview • Knowing your audience and what they care about • Telling the story to the “Money” person • They value visibility, control and savings • They care about process to control spending • Telling the story to the “Brand” person • They value creativity, control and expertise • They care about process to control branding

  5. Boundless NetworkBranded Merchandise Solutions Account Name Date MM/DD/YYYY SP Name, Title

  6. About Boundless Fastest growing “Top 40” distributor in North America Experts in marketing, merchandising, and supply-chain Leader in technology for managing branded merchandise spend Representative Clients

  7. Challenge: Lack of Best Practices Where spend really happens… Buyer Community Reduced Control / Visibility Brand integrityBudget Missed SavingsNo spend leverageWasted timeExpensive inventory Risk ExposureComplianceProduct Quality / Sourcing Company Store Impact Preferred Vendor Friends & Family “Maverick Spend”

  8. Solution: Platform to Support all Spend Connecting buyers on one platform… Control / VisibilityVisibility into brand useReporting across all buyers SavingsOrder aggregationZero inventoryOne-stop saves times Minimize RiskStrict supplier standardsGuaranteed compliance Branded Merchandise Spend Platform Online Ordering Impact Order Services Program Services

  9. Boundless Solution How we deliver sustainable value… People Platform + Creativity | Service | Expertise Visibility | Control | Savings

  10. Boundless Platform: People The best team in the industry Order Lifecycle Management Program Management Account / Buyer Services

  11. Boundless Platform: Technology One stop for all branded merchandise needs GroupBuy Order aggregation service to drive volume savings and save time. Company Store Ecommerce company store of pre-selected products with your logo. Enterprise Reporting Real time reporting for buyers and managers on all branded merchandise orders. Customer Portal Personalized website to access customer service features, including order tracking, reporting, and online buying tools. Product Search Online catalog with thousands of products customizable with your logo.

  12. Boundless Platform Customer Portal Track orders, download invoices, and place reorders Access online ordering services, including online stores, and GroupBuy offers. Real-time reporting on branded merchandise orders across all buyers

  13. Boundless Platform GroupBuy: Automated Order Aggregation Aggregate orders across all buyers to provide volume discounts Turn any order into a GroupBuy Setup recurring GroupBuy offers for core products

  14. Boundless Platform Online Company Stores Approved products that can ship in 24 hours (zero inventory) Unlimited product choices for 2-3 week in-hands date (zero inventory) Automate and streamline approval processes

  15. Why Boundless? Proven results… “ Boundless Network’s technology, best practices and sales professionals have helped us optimize our promotional spend processes across sales, marketing, purchasing and HR.Alan Wong, ASD Sr. Manager, Hitachi America Ltd. “ “ Boundless Network offered a technology platform that met our requirements, both in terms of maintaining our brand and leveraging our spending power across all of our offices. Deb Walker, Manager of Purchasing and Facilities, CCSBCY “ “ Boundless Network provided an outstanding team and a technology platform that helped us successfully launch our new brand and will continue to help us optimize our promotional spend.Gary Jollon, Director of Global Marketing, CareFusion “

  16. Next Steps Getting started… Identify immediate needs 1 Execute LOI (Letter of Intent) 2 Schedule requirement definition meetings with key stakeholders 3 Formal proposal / contract 4

  17. Contact Information Boundless Network info@boundlessnetwork.com Tel 512.472.9200 Fax 512.472.9204 200 East Sixth Street Suite 300 Austin, TX 78701 www.boundlessnetwork.com

  18. Addendum Slides

  19. Boundless Approach Proven methodology for success… Needs Assessment Solution Development Launch Measure & Optimize Understand current programs, processes, goals and buyer needs Plan to achieve goals, including technology, account team, and a launch plan. Phased roll-out working with account team to ensure adoption and success Measure key metrics and make adjustments to ensure continued success

  20. GroupBuy: How It Works… I need 150 I need 250 I need 400 I need 200 branded pens Order Boundless GroupBuy Volume Savings Original Buyer I need 200 I need 300 As more buyers participate, the price drops.

  21. Homework • Putting it to practice: Homework Class Two • Become an expert in telling the Boundless story • Review and practice the Boundless presentation and watch video • Give the presentation to three peers (three separate pitches) • Use the “feedback” form to record comments from your peer • Review feedback provided to you from your ‘observing’ peer • What did you notice about your presentation? • What do you need to improve? • What do you need better understanding of? • To be certified, turn in 3 presentation feedback forms initialed by your peer. • Extra Credit • Give the presentation to three close customer relationships

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