increasing your sales with mds tsh user meeting june 11, 2012
TRANSCRIPT
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Increasing Your Sales with MDS
TSH User Meeting
June 11, 2012
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Overview- MDS Sales Tools
Direct FulfillmentConsignments to CustomerMemorized Orders/Standing OrdersShip Complete/Invoice Complete/Monthly BillingTargeting Potential SalesProspect TrackingEmail Blasting
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Allows you to ship to your customer’s customersCustom forms & labels with your customer’s logo and packing documents
Direct Fulfillment
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Selecting Ship To Location
Scott Medical is doing direct fulfillment for their customer. By selecting that customers ship to location in order entry, MDS will print packing documents as though the shipment came from Scott.
Scott G Medical is doing direct fulfillment for their customer John Smith. By selecting that customer’s ship to location in order entry, MDS will print packing documents as though the shipment came from Scott Medical.
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Selecting template of shipping label
In setting up the packing documents, TSH will create the template for the shipping forms. You will then only have to select the template for that Ship to location Maintenance.
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Drop shipping for your Customer with their Packing Slip
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Packing Slip
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Consignments to Customer
Allows you to place merchandise in your customer’s hands for sale Tracks what is still in your customer’s hands until sold or returnedAutomatic Billing when you are notified of end-user sale
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Order Entry for Consignment
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Help for setting Return Date
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Consignment Inquiry by Item
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Consignment Detail Inquiry
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Completing the Consignment
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Identify the Items sold or returned
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Invoicing goods used
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Open Consignments
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Recurring Sales/ Memorized Orders
Customers who order on a regular basis- obtain list for internal salesperson to call and obtain ordersShows which items have previously been boughtFlexible assignment of re-order cycle
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Creating A Recurring Order
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Memorized Orders
By utilizing the fields above, you can easily identify the orders you are looking for by narrowing your search.
By changing the conversion flag to Y, the quote will be converted to an order.
The function keys allow for easy conversion to orders. The insert key allows for new Memorized order to be added on the fly.
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Standing Orders With Pending Dates
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Setting up Shipping and Invoicing options
Ship CompleteInvoice CompleteMonthly Billing
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Setting Up Ship Complete
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Once ship complete is selected, MDS will not allow the order to ship until all items ordered are available to ship.
Utilizing Ship Complete
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Ship Complete Report
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Invoice Complete feature
Scott G Medical does not want multiple invoices on his orders. By Selecting the Invoice complete option, Scott G Medical will only get one invoice per order.MDS offers reporting tools so you can keep track of orders that have shipped, but have not yet been billed.
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Invoice Complete
This option can be set in the customer file or selected on an individual order.
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Monthly Billing
MDS offers your customers the option of getting all their invoices at the end of the period. The invoices can be printed with an end of period consolidated statement.Invoices are created during the period, but the printing is suppressed. At month end the statement prints with all invoices behind it.
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Setting up Monthly Billing
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Monthly Billing Info at Order Entry
Monthly billing allows the entry of a Department and/or Requisition number. This can be used to generate custom reports.
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Monthly Billing Invoice
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Selecting Customers to Print Invoices
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Prints Statement Plus All Invoices for the Period Selected
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Targeting Potential Sales
Missing Sales Inactive Customers Similar Customers and what they have purchased
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Missing Sales Report selection
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Missing Sales Report
We can see products that our customers have bought from us previously and have not done so in the past 6 months. Do you want to know why?
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Inactive Customers by Sales Rep
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How can I find out what my customers want?
MDS can group like customers together.If we know what similar customers are buying, this customer should also be buying.Direct your sales efforts by using this information .
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Associating Customers with a Class
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Similar Potential Sales
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Selecting a Specific Sales Rep
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Selecting Specific Products
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Products that similar Customers have purchased
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Prospect/Customer Tracking
Tracking Sales Efforts through Drill DownAssigning prospects and follow-up datesTracking Sales efforts Executive inquiry
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Prospect Selection
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Prospect File Detail
The Prospect CRM allows for entry of notes and follow up information
By using the function key Quote, a new quote can be generated. To review existing quotes use quote Inq, will bring you to the next screen.
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Quote Inquiry
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Executive Inquiry Track Sales Calls
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Executive Inquiry Sales by Rep
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Email Blasting
How to create a BlastCreating Contact ListAdding notes to all contactsSetting Follow-up Dates
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Creating a List
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Help in Creating Email
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Information for body of blast
Save the document as an HTML document
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Template to Fill Contact Information from Prospect File
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Acquiring Attachment
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Complete Blast to Send
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Blast E-mail Example
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Adding a note to all selected Prospects
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Thank You
Questions and Answers?