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)
Invoices - New
Card Fee - Item Details
New Card Funding - Item Details
UPS - Item Details
Save and Approve - PDF and send this to the client
Contacts:
Dana Harris-Railey dana.harrisrailey@stran.com - new design will most likely comes from her.
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 (to add still)