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Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014

Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014. Agenda. Delivery Enhancements Faster Delivery Options More Delivery Printouts Other Delivery Options Sales Enhancements Surveys and Action Items Intuitive Shelf Setup

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Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014

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  1. Sales and Delivery Enhancements Brad Spaulding and Jeff Gast Wednesday August 13, 2014

  2. 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

  3. Delivery

  4. Delivery Enhancements • One-Stop Delivery • Multiple Invoices, One Signature • Cleaner view of each order • Collect a single payment • Faster Deliveries • Happier Customers

  5. Delivery Enhancements • Payment of past invoices • Apply payments to past invoices • Includes Credit Invoices • Permission Based

  6. New Delivery Printouts • Pallet Breakdown • Detailed Breakdown of pallet • More Accurate Check-in • Faster Delivery • Print All Review Invoices

  7. 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

  8. DEMO

  9. Sales

  10. 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

  11. UX Surveys • New ION Reports • Results by Answer • Results by Survey • Surveys • Report on non-surveyed customers

  12. Dunnage Surveys • Dunnage Counts • Mobile capabilities for accurate counts • Ability to report and review dunnage counts • Increased visibility and tracking • Coming soon to eoTouch

  13. Action Items • Create, track, and deploy action items • Communicate with salesperson • Action items take action

  14. Ad Alerts • Communicating ad information with salespersons • Easy configuration • Target customer groups • Specific time periods • Specific products • Require action • Compliance log

  15. Product Targeting Rules • Identify special products for certain customers • Communicate important items • Less email, more selling • Only in eoTouch

  16. eoTablet Shelf Setup • All changes within Order Entry • Changes will persist at next visit • One screen for all updates

  17. DEMO

  18. Product Targeting Rules Cont.

  19. Summary of Cool Stuff • Delivery Enhancements • One Stop, Less Time • Driver application of invoices • Off-Truck Partioning • Mandatory end of day Truck Inspection

  20. Summary of Cool Stuff • Sales Enhancements • Better Survey Options • Target specific Products • Better Shelf Setup • Better ad communication • Action Items take Action

  21. Discuss | Ask | Suggest • Brad Spaulding • brads@eoStar.com • Jeff Gast • jeffg@eoStar.com

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