Experts in Chem-Feed and Water Treatment
Organizer:
Noel Twyman (Director of Marketing)
Panelists:
Bob Bellas (SAP Analyst)
Henry Shaugnessy (Customer Support Specialist)
Developer:
Nicholas Zographos (Nezen Creation)
NEW ProMinent eQuote
Experts in Chem-Feed and Water Treatment
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)
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Experts in Chem-Feed and Water Treatment
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 supported3
Experts in Chem-Feed and Water Treatment
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)
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Experts in Chem-Feed and Water Treatment
eQuote Tutorial
Experts in Chem-Feed and Water Treatment
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
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Experts in Chem-Feed and Water Treatment
Registration (required for ALL users)
Even users of Quote Program must REGISTER and create password Must input all contact info, corporate eMail & password (login)
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Experts in Chem-Feed and Water Treatment
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)
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Experts in Chem-Feed and Water Treatment
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))
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Experts in Chem-Feed and Water Treatment
eQuote Home Page (live)
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Experts in Chem-Feed and Water Treatment
Default Cover Letter (live)
Make sure you check your profile and default cover letter
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Experts in Chem-Feed and Water Treatment
Products (live)
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Experts in Chem-Feed and Water Treatment
Find A Pump (live)
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Experts in Chem-Feed and Water Treatment
Parts (Product) Search (live)
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Experts in Chem-Feed and Water Treatment
Product Builder (live)
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Notice the button “adds to cart”
Experts in Chem-Feed and Water Treatment
Cart (live)
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The cart stores priced items without creating a quote
Select the cart items you want to add to quote
Add items from cart to NEW or existing quote”
Experts in Chem-Feed and Water Treatment
Quotes (live)
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Create NEW, Find/edit existing quotes or quotes from others within your company (based on permissions)
Experts in Chem-Feed and Water Treatment
Quotes (NEW Quote) (live)
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Click one of the 3 buttons to add something to quote (like “adding to cart”
Experts in Chem-Feed and Water Treatment
Editing A Quote (adding items) (live)
Drag & Drop quote items up & down to reorder
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Experts in Chem-Feed and Water Treatment
Editing A Quote (live)
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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
Experts in Chem-Feed and Water Treatment
Editing A Quote (sections) (live)
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Experts in Chem-Feed and Water Treatment
Adding customers to quote (live)
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Experts in Chem-Feed and Water Treatment
Quote sharing (live)
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Experts in Chem-Feed and Water Treatment
Exporting a quote (live)
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Experts in Chem-Feed and Water Treatment
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)
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Experts in Chem-Feed and Water Treatment
Planned enhancements coming soon!
1. Automatic discount calculations
2. Ability to input known ident codes & part numbers
3. Sharable contacts (within your own organization)
4. More robust quote line item restructuring
5. Enhanced PES system quoting
6. Price “quick” check from home page (without creating cart item or quote)
7. More precise capacity and pressure calculation based on configuration (instead of published ranges)
8. Improved exporting
9. HELP section (tutorial, FAQ’s)26
Experts in Chem-Feed and Water Treatment
Questions & Answers
Please type in your questions I will read some questions and
answers
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Experts in Chem-Feed and Water Treatment
Conclusion
Send questions to [email protected] 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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