Promotional products company, do business with TJMaxx Presidents Club
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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.
Collateral Set up - follow set up process by Megan P and submit a collateral request via the Collateral Questionnaire https://apps.powerapps.com/play/e/default-0ed27c4e-d0d6-4eca-9b9d-6b1a69f66714/a/5ac3074a-21e6-4c91-b52c-8b2a3bd1a562?tenantId=0ed27c4e-d0d6-4eca-9b9d-6b1a69f66714&hideNavBar=true&RequestID=New
Adding the Branded Card Program in the Portal
Reward - Adding A Program - Physical Card
Generating the invoice in Zoho (invoice example attached below)
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