adv bd training 201
TRANSCRIPT
Business Direct : Passport to your Sales Future
Michael LeaderPCM Business Direct Project Manager/Business Analyst
March 4, 2015
“Education is our passport to the Future, for tomorrow belongs to the people who prepare for it today.”
– Malcolm X
Business Direct is your future at PCM
• You can build quotes faster in BD than you did in MACS
• A unified and clean quote look across all of PCM
• Client has order information at their fingertips 24/7
• Smaller things become easier to manage, so you can work on larger deals and find new accounts
• Online ordering is just a part of the great Account Rep Equation
Building Quotes & Orders
Demoing the Site to Clients• To show a client the site
– create their username, then copy it. – Go to the Support Login, paste the client’s user name into the form– Then sign into their company’s BD as them
• Most clients will understand on their own quickly if they’ve ever ordered online before. Send them a quote and they’ll poke around on their own
• Being able to see the site as them, you can then start a webex and show your client what the site will look like from their Point of View
How to get Help with Business DirectPrimary Contact: [email protected]
Other Issues…Pricing issues – Contact Purchasing through SRCTax issues – Contact Tax Certification through SRCCredit issues – Contact [email protected] Credit Card issues – Contact [email protected]
Feedback BD handles: Technical problems and Feedback for BD, ONLY. Suggestions for new features are always welcome but cannot
be promised.
Leader’s Tips and Tricks 1) Silver level pricing = more contact and more opportunity!2) Pricing Exception schedules and Bundles are your personal sales!3) Custom Catalogs can earn you more, and save your client time!4) Out of the office? [email protected] can set up your backup!5) Does the client have a purchasing system like Arriba?
[email protected] can help set that up!6) Aren’t sure? ASK your:
– Local BD Champion– Manager– [email protected]– Me
Exit now to avoid a nasty U-Turn later!
So…ask questions already!