Sales and Delivery EnhancementsBrad Spaulding and Jeff GastWednesday August 13, 2014

Agenda

• Delivery Enhancements• Faster Delivery Options• More Delivery Printouts• Other Delivery Options

• Sales Enhancements• Surveys and Action Items• Intuitive Shelf Setup• New Sales with Product Targeting Rules

Delivery

Delivery Enhancements

• One-Stop Delivery• Multiple Invoices, One Signature• Cleaner view of each order• Collect a single payment• Faster Deliveries• Happier Customers

Delivery Enhancements

• Payment of past invoices• Apply payments to past invoices• Includes Credit Invoices• Permission Based

New Delivery Printouts

• Pallet Breakdown• Detailed Breakdown of pallet• More Accurate Check-in• Faster Delivery

• Print All Review Invoices

Delivery Enhancements

• Off-Truck Partitioning• Off-truck orders now separate by payment terms• Saves time, reduces errors

• Delivers Screen in Stop Sequence• Mandatory end of Day Truck Inspection

DEMO

Sales

UX Surveys

• Scheduling options• Schedule weekly, monthly, bi-

weekly options• Less setup, more automation• Mandatory surveys after order

entry on eoTablet• Coming soon to eoTouch

UX Surveys

• New ION Reports• Results by Answer• Results by Survey• Surveys

• Report on non-surveyed customers

Dunnage Surveys

• Dunnage Counts• Mobile capabilities for accurate counts• Ability to report and review dunnage counts

• Increased visibility and tracking• Coming soon to eoTouch

Action Items

• Create, track, and deploy action items• Communicate with

salesperson• Action items take action

Ad Alerts

• Communicating ad information with salespersons• Easy configuration• Target customer groups• Specific time periods• Specific products• Require action

• Compliance log

Product Targeting Rules

• Identify special products for certain customers• Communicate important items• Less email, more selling• Only in eoTouch

eoTablet Shelf Setup

• All changes within Order Entry• Changes will persist at next visit• One screen for all updates

DEMO

Product Targeting Rules Cont.

Summary of Cool Stuff

• Delivery Enhancements• One Stop, Less Time• Driver application of invoices• Off-Truck Partioning• Mandatory end of day Truck Inspection

Summary of Cool Stuff

• Sales Enhancements• Better Survey Options• Target specific Products• Better Shelf Setup• Better ad communication• Action Items take Action

Discuss | Ask | Suggest

• Brad Spaulding• brads@eoStar.com

• Jeff Gast• jeffg@eoStar.com