Promotional products company, do business with TJMaxx Presidents Club
Intake from Sales
Stran should be following one of two paths, so we need to work with them to ensure we provide the same communication moving forward:
New Card design – Stran should contact Sales directly to request a new design. Sales will work with Kate on the Mock up and will enter the opportunity into Salesforce along with the PO. Once it is in Salesforce an Implementation Manager will be assigned as we can start the branding/set up process
Expectation needs to be set that branding will always take 4-5 weeks. This does NOT include the time they work with Kate on the mock up.
Existing design – no new card or carrier design, Sales should direct Stran contact to the account management team directly to request a PO for their invoice, if Sales get an email from Stran and determine it’s just an existing design request. Implementations does not need to be involved.
Generating the invoice (add the how to instructions out of Zoho)
Stran is the purchaser, tend to change the card design every time. Stran sends the PO, then we make an invoice, Invoice is entered and generated from Zoho. (add UPS ground or second day)
Branding - Brian Dodds gets Kate to mock up the card design and then Implementation submits through the collateral review process.
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.
Farooq Shaikh farooq@stran.com
Portal Info:
In portal as Stran and Company
Current Client ID: 3029404
Pending - 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.to add still)