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Letting the client know set up is ready
Notes 6/27:
This needs some more details to the below, but these are the paths?
So Stran Co contact sends email to Sales (they’ve clearing sent to Mary prior) –
Sales finds out from client – PO amount and is this a new card design needed? (Based on answer there are two paths)
New design – enter into Salesforce and it will be assigned out to an IM, Brian gets Kate to Mock up a design, attach it to Salesforce opp and we then go through the collateral review process.
Existing design – no new card or carrier design, Sales sends the opportunity to the Account Management team (they create Invoice and move along in letting client know to order cards) doesn’t include Implementation at all
Contacts:
Dana Harris-Railey dana.harrisrailey@stran.com - new design will most likely comes from her. Brian will enter the sales force, if it’s not new artwork it goes through Account Management existing card, one time orders where they may need more of a design.
Branding - Brian Dodds gets Kate to mock up the card design and then Implementation submits through the collateral review process.