Categories: All - efficiency - documentation - meetings - communication

by Ryan C. Peterson 7 years ago

268

AES Ordering

Efficient ordering procedures are crucial for smooth operations, and this involves ensuring all necessary items are in place. Internal and external collaboration, particularly with sales operations and vendor management, plays a critical role.

AES Ordering

AES Ordering

Find AES order form

What are the items that must be in the order to make it efficient to go forward on

Talk to Vessel to see what avenue he wants to go for

efficiency
Customer experience

Document everything currently happening

Meetings

Sales Engineers
Juan Mieza

EMEAR

Chris Orendorff

Americas

Jonny NGO

APAC

Sales Op team
Laura Morris
James Chrysler/Brian Carlson

9/26 - Email sent to Brian Carlson and Jim Chrysler about possible meeting with them. Brian currently in Singapore

9/26 - Jim to set up meeting

Orion Rooney Meeting notes

00114876

Min items that are needed by ISR is on Wiki

Customer to Reseller to ISR to SAP via RT ticket into production Once it goes through them and back, ISR's go to the reseller

Very rarely ordered - Mainly because they don't need that exact product. Instead they just want a Level 2

AOS - Advanced Ortho Eleveation maybe what is what people are thinking this is

What does the Salesforce input look like

Case management tool only. Single piece of communication tool only. Sales force is the communication between DG reseller and RT is internal communication only.

Get support email that the customer wants
How exactly are the customers doing the ordering

Slaesforce

Customer Care Wiki
How do we get the feasibility or order done (currently)
Vendor management
Who are the current vendors an why choose one over another
Anything they need/want changed
What are you really needing
What does Production coordinators need

Possible new work flow

Possible new order form

Sales internal
Could get help from sales ops, Bill Evans
Behind scenes steps. How long does each step
Should have more product details
Is this lacking or G2G?

External data sheet

Customer Facing
Should be high level
Is it lacking?