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NEW ProMinent eQuote

NEW ProMinent eQuote. Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer Support Specialist) Developer: Nicholas Zographos ( Nezen Creation ). ProMinent eQuote Webinar. www.prominentequote.com

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NEW ProMinent eQuote

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  1. NEW ProMinent eQuote Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer Support Specialist) Developer: Nicholas Zographos (Nezen Creation)

  2. ProMinent eQuote Webinar • 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)

  3. 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 3rd 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

  4. eQuote (web based system) benefits • No 3rd 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)

  5. eQuote Tutorial

  6. 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

  7. Registration (required for ALL users) • Even users of Quote Program must REGISTER and create password • Must input all contact info, corporate eMail & password (login)

  8. 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)

  9. 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))

  10. eQuote Home Page (live)

  11. Default Cover Letter (live) • Make sure you check your profile and default cover letter

  12. Products (live)

  13. Find A Pump (live)

  14. Parts (Product) Search (live)

  15. Product Builder (live) Notice the button “adds to cart”

  16. Cart (live) • The cart stores priced items without creating a quote Add items from cart to NEW or existing quote” Select the cart items you want to add to quote

  17. Quotes (live) • Create NEW, Find/edit existing quotes or quotes from others within your company (based on permissions)

  18. Quotes (NEW Quote) (live) Click one of the 3 buttons to add something to quote (like “adding to cart”

  19. Editing A Quote (adding items) (live) • Drag & Drop quote items up & down to reorder

  20. Editing A Quote (live) • 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. Editing A Quote (sections) (live)

  22. Adding customers to quote (live)

  23. Quote sharing (live)

  24. Exporting a quote (live)

  25. 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)

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

  27. Questions & Answers • Please type in your questions • I will read some questions and answers

  28. Conclusion • Send questions to quoteprogram@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)

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