Eval Pool Glenn. CONFIDENTIAL | 2015 ECOSENSE Eval Pool Overview Provide our customers with the...
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Transcript of Eval Pool Glenn. CONFIDENTIAL | 2015 ECOSENSE Eval Pool Overview Provide our customers with the...
Eval PoolGlenn
CONFIDENTIAL | © 2015 ECOSENSE
Eval Pool – Overview
Provide our customers with the opportunity to evaluate Trov for a short period of time.
How to order:• Order is entered like a regular sales order: just choose “Sales Order – Eval Pool” for the
Custom Form• SKU’s must be entered with an “EV” prefix• Sales Order will be identified as SOEVXXXXX
Cost to customer:• $0 to evaluate the item• Credit limit will be set very high so the customer will not need to go through a credit
process• Limited to 4 total feet without Rob’s approval• Customer pays for return shipping• If the items are shipped to an RSM, a return label will be provided
CONFIDENTIAL | © 2015 ECOSENSE
Eval Pool – Overview
Trial Period:• 15 Days• NS auto emails the customer at 15, 30, and 45 days
• Each email contains return instructions as well as the terms & conditions• At 45 days, the email informs the customer that we will be invoicing them for the non-return
• Limited to 4 total feet without Rob’s approval• RSM is completely responsible for retrieval• Extensions – customer can make the request through their RSM
Penalties (after 45 days):
• Non-return: DN1 pricing• Damaged units: DN1 pricing
Who pays to stock Eval Items?
• Comes out of Sales’ budget
CONFIDENTIAL | © 2015 ECOSENSE
Eval Pool – Tracking/ReportingRSM is responsible for keeping track of outstanding Eval Pool items. It is critical that customers return units promptly so that they are available for other customers. If additional Eval pool units are required, they come out of Sales’ budget.
A report will be provided to sales to track the borrowed Eval units every week.
Includes:• Name of the customer• RSM• Inside Sales Contact• Item #• Serial #• Quantities• Date Shipped• Aging
Rob will review all outstanding Evals each quarter.
The Global Live Inventory report will show available quantities – just switch subsidiary to Eval Pool at the bottom of the report.
CONFIDENTIAL | © 2015 ECOSENSE
Eval Pool – Shipping
Every box will contain a thank you letter which includes the return instructions and Terms & Conditions. The auto emails will also include the same verbiage.
CONFIDENTIAL | © 2015 ECOSENSE
Eval Pool Benefits
1. Trial periods now have automatic customer reminders
2. Ability to Track and Report which customer or RSM has units
3. Dedicated Eval Pool location at JSI
4. Customer friendly – Includes notice for Trial Extensions and Return Instructions
5. Terms & Conditions are forward facing and enforceable