Page 18 - Essilor Experts January 2017 Update PC

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WHEN DO REPS FIND OUT WHEN A CUSTOMER IS REGISTERED TO ATTEND A SPECIFIC
WORKSHOP?
The two links below will give up-to-date information on invited and registered customers.
• To see which customers are registered for a current Workshop event: Workshop Registrations
• To see who has been invited follow the link: Workshop Invitations

Note: Sales Consultants will only be able to see registrations and invites for customer for which they are
the Opportunity Owner. Since the Contacts are taken from the Brand record in SFDC, Lab
Consultants should work with their Brand counterparts should they not see any information
returned in the Invite Report.

HOW SHOULD REPS BE RESPONDING TO CUSTOMER QUESTIONS ABOUT THESE EVENTS?
For questions about :
• Specific Event Scheduling or Logistics –Annemarie Mann| amann@egrinternational.com
• Future Location Planning – John Lastinger| jlastinger@essilorusa.com

ESSILOR EXPERT WORKSHOP REGISTRATION PROCESS – DETAILED INFORMATION

CURRENT PROCESS – MANUAL
The current process for identifying and registering customer for Essilor Expert Workshops is as follows:

1. Identify the contracted customer locations within the local area (guidelines are less than 1 hour
drive from the practice)
2. Verify that there is good customer contact information within the EE Opportunity with SFDC
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3. Essilor resource, or 3 party vendor, will initiate contact with the customer to start the
registration process
a. Initial contact is made via email, starting with any contact identified as the Training
contact. If none, email will be sent to the signer of the Agreement
b. A follow-up phone call may be made if there is no action taken by the customer

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FUTURE PROCESS – SEMI-AUTOMATED (estimated delivery date - 1 Half of 2017)
• The initial discussion regarding Essilor Expert Workshop dates and locations will happen during
the Welcome Call
• During the Welcome Call, IBPM, or QBR, the customer will identify which resources within their
practice should be invited to the Workshop training
• The Contacts are then marked within SFDC
• The official registration communication will be triggered, ideally, a minimum of 8 weeks prior to
a scheduled event and sent to those customers marked within SFDC

In order for this process to be as efficient as possible it is important that current, and valid, contact
information is maintained within the Customer record within Salesforce. Both Lab and Brand Sales
Consultants should ensure that the most accurate staff information is included in the record on SFDC.

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