Page 10 - Essilor Experts Update 2016 VOL 1
P. 10

SFDC         Target/                Contracted               Portfolio            Initia
  STAGE        Sell-in                                                                 Pl
               Sell-in                                         Recommendation
ACTIONS                                                                             Initia
                                      Desired 0-45days post contract                 Plan

                                      Welcome                  Business
                                         Call                  Check up

                                                                  Mtg

Lab Sales          Sell –In                                                             Initi
   Activities     Contract                                                            Plann

               • Sell in Partnership                                                • Both LA
                 Agreement & set                                                      will exe
                 up lab account                                                       ECP.
                 where needed.
                                                                                    • Prior to
               • Load completed                                                       and Lab
                 and full contract                                                    call to p
                 into SFDC.                                                           focus fo

               • Enter date for                                                     • During
                 “Lab Acct Set-up                                                     • Revie
                 Complete” to                                                            Perfo
                 SFDC. Essilor Services Group verifies                                   agree
                               contract information & ensures                            requi
                                   location are in Salesforce                            Brand

Brand Sales               Welcome Call                                Business      • During
   Activities                                                    Check-up Mtg         • Revie
                        • INSIDE BRAND                                                   has re
                        • Approx. 1 Hr. with                   • INSIDE BRAND            Dashb
                                                               • Overview of EE          Priori
                          Decision Maker                                                 Check
                        • Review program &                       Dashboard               will a
                                                               • Review of current       speci
                          contract obligations                                           ↑Op
                        • Coordinate Dashboard                   performance             Captu
                                                               • Portfolio            • Custo
                          Installation with GPN                                          to ach
                        • Verify locator                         Recommendation

                          Information

Vendor         Locators               Dashboard                                       Mer
   Activities
               • ECP Locations • Occurs prior to Busn.                              • This w
               are loaded &           Check up mtg.                                   the in
                                      GPN contacts ECP to                             Rep’s
               prioritized on all  •  install Dashboard                               during
               Brand locators.     •  Unsupported PMS will                            audit a

                                      default to RX Analysis
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