Stran and Company Intake and Set up Process

Promotional products company, do business with TJMaxx Presidents Club

Intake from Sales

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
1. 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 Power Apps

Collateral Set up - follow set up process by Megan P and submit a collateral request via the Collateral Questionnaire Power Apps

Adding the Branded Card Program in the Portal

Reward - Adding A Program - Physical Card

Configuring the Website and Cardholder Agreements

Reward - Configuring a product for Cardholder Website

Generating the invoice in Zoho (invoice example attached below)

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)

Login to Zoho
Books
Sales
Invoices
Search in Invoices - Stran
Click on +New

New Invoice

Type in Card Fee under Item Details - Choose Card Fee and add the Quantity and Rate from the PO.
Type in New Card Funding under Item Details - add amount under Quantity
Type in UPS under Item Details - choose the quantity and add this to the invoice
Save and Approve and print to PDF and send this to the client contact

Key Contacts:

Dana Harris-Railey | Account Manager - new design will most likely comes from her.

Stran Promotional Solutions | stran.com
2 Heritage Drive, Suite 600 | Quincy, MA 02171
Mobile: 770-633-7517

Email: dana.harrisrailey@stran.com

Farooq Shaikh farooq@stran.com - always wants to know tracking, I cc him on the email to Dana so that he can rely on Dana for the tracking information vs us.

Portal Info:

In portal as Stran and Company

Current Client ID: 3029404

Example of Email to let Dana know the program is set up - does not need to be trained, they order their cards:

To: Dana Harris-Railey dana.harrisrailey@stran.com

CC: Farooq Shaikh farooq@stran.com

Good morning Dana-

The program is now live and ready for you to place your card order. Please make sure you are choosing the one highlighted below for this!

Implementations Procedures

Stran and Company Intake and Set up Process

Analytics

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