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Certification for Enterprise Account Services Class Three Selling the Solution

Certification for Enterprise Account Services Class Three Selling the Solution. Class Two Review. Comments on presenting the Boundless story Questions. Schedule. Class Three Goals. To understand the Boundless EAS resources available to you

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Certification for Enterprise Account Services Class Three Selling the Solution

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  1. Certification for Enterprise Account Services Class Three Selling the Solution

  2. Class Two Review Comments on presenting the Boundless story Questions

  3. Schedule Class Three Goals To understand the Boundless EAS resources available to you Understand your role to develop, close and launch opportunities Equip and empower you to go out and sell the Boundless story

  4. Introduction Overview of Boundless Value Proposition We are a promotional merchandising company that has developed the industry’s first technology designed to help companies understand, manage, and leverage their branded merchandise spend. How we deliver this value:Boundless Network provides a way to connect buyers through our technology platform. Management Benefits:ControlVisibilitySavings Buyer Benefits:ExpertiseServiceCreativity

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

  6. The benefits we deliver R R R R R R R R R R R R R

  7. Technology Solutions Customer Portal Problem: Lots of buyers with different needs all over the organization Solution: The Portal provides a single destination to connect buyers and provide visibility to management • “Money” person cares about… • Reporting across all buyers • Operational efficiency / saving buyers time • Compliance • “Brand” person cares about • How brand is being used / consistency • Easily communicating to all buyers • Adoption

  8. Technology Solutions GroupBuy: Automated Order Aggregation Problem: Lots of buyers with similar product needs all over the organization with no easy way to collaborate on buying in volume together Solution: GroupBuy provides an easy way to aggregate orders and drop-ship direct to the buyer • “Money” person cares about… • Savings by leveraging purchasing power • “Brand” person cares about • Ensuring product quality is not sacrificed for savings

  9. Technology Solutions Online Company Stores Problem: Keeping store merchandise refreshed and inventory levels low are a challenge Solution: Our Zero Inventory approach with Quick Ship program (24 hour ship) can reduce and/or eliminate inventory • “Money” person cares about… • Minimizing costs associated with inventory and management of program • “Brand” person cares about • Merchandising strategy to reinforce brand

  10. Boundless Approach Proven process for success… Evaluate Opportunity Identify Solution Build and Launch Manage and Optimize Step 1 Step 2 Step 3 Step 4 Gain client agreement/approval

  11. Step 1 – Evaluate Opportunity Define the opportunity Present the Boundless value proposition Complete the OE Form and submit to Mission Control Your Opportunity Work and refine Work with Biz Dev Work with MC

  12. Roles and Responsibilities Overview

  13. Step 2 – Identify Solution • Standard Process • Work with Mission Control to complete Requirements for client • Client interviews if required • Proposal and timeline presented to client for agreement • Additional potential steps • Client meetings and presentations • Stakeholder and buyer interviews/ surveys • Present LOI /contract

  14. Roles and Responsibilities Overview

  15. Step 3 – Build and Launch • Merchandising based on solution • Product type (core, calendar, custom) • Delivery / timing (Quick ship, Bulk, GB) • Develop communication plan • How client communicates to audiences • Type and timing of launch communication • Launch solution

  16. Roles and Responsibilities Overview

  17. Step 4 – Manage and Optimize • What does it mean to “manage” an account? • Service the account needs online and off • Understand/merchandise product needs (core, calendar, custom) • Perform quarterly review • What does it mean to “optimize” an account • Create strategies and plans to grow buyer adoption • Identify new programs / budgets

  18. Roles and Responsibilities Overview

  19. Roles and Responsibilities Overview

  20. Homework Putting it to practice: Homework Class Three • Practice with a peer by answering these questions: • What do you do? • What value does your company offer? • What is the Portal? • What is GroupBuy? • What is different about your online store?

  21. In Summary for this EAS Certification course: • You have learned and will now put into practice how to: • Qualify Accounts • Present the standard Boundless presentation and be able to explain the technology Platform features and advantages at a high level • Follow the Boundless sales Process for closing and implementing Enterprise Accounts

  22. How do you get certified? • Complete the course ‘test’ and survey to receive certification credit • Your name will automatically be submitted to receive CAS / MAS credit

  23. What’s next? • Attend Tech Tuesdays for a series that will be going ‘deeper’ on the technology • Participate in 2010 Business Planning training (December 16 – 18) • Complete 3 account plans for 2010(where there is opportunity with technology) • Tell the Boundless story, complete the OEF and work with your BN resources to increase sales in 2010 • Stay tuned for additional training in 2010 • Prospecting • Understanding the organization (key areas of spend) • Selling techniques Join us for a special EAS breakout session in PPAI Vegas 2010 this January!

  24. Questions?

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