Certification forEnterprise Account Services

Class TwoPresenting the Boundless Story

Class Two Goal

To have you gain skill and confidence in your ability to tell the Boundless story

Schedule

Overview

•What do we mean by “The Boundless Story”?

•It’s what we tell people

•Our value to our customers (based on their position)

•Why we are winning accounts?

•Unique offering in the industry

•Process for connecting buyers through our

Platform

Introduction

Knowing your audience and what they care about

•Telling the story to the “Money” person• They value visibility, control and savings• They care about process to control spending

•Telling the story to the “Brand” person• They value creativity, control and expertise• They care about process to control branding

Overview

Boundless NetworkBranded Merchandise Solutions

Account NameDate MM/DD/YYYYSP Name, Title

About Boundless

Fastest growing “Top 40” distributor in North America

Experts in marketing, merchandising, and supply-chain

Leader in technology for managing branded merchandise spend

Representative Clients

Friends & Family“Maverick Spend”

Company Store

Preferred Vendor

Where spend really happens…

Challenge: Lack of Best Practices

Reduced Control / Visibility Brand integrityBudget

Missed SavingsNo spend leverageWasted timeExpensive inventory

Risk ExposureComplianceProduct Quality / Sourcing

Buyer Community

Impact

Branded Merchandise Spend Platform

Impact

Connecting buyers on one platform…

Solution: Platform to Support all Spend

Control / VisibilityVisibility into brand useReporting across all buyers

SavingsOrder aggregationZero inventoryOne-stop saves times

Minimize RiskStrict supplier standardsGuaranteed compliance

Program Services

Order Services

Online Ordering

Boundless Solution

Platform

Visibility | Control | SavingsCreativity | Service | Expertise

+

How we deliver sustainable value…

People

Boundless Platform: People

The best team in the industry

Order Lifecycle

Management

Program Management

Account / Buyer Services

Boundless Platform: Technology

Company StoreEcommerce company store of pre-selected products with your logo.

Enterprise ReportingReal time reporting for buyers and managers on all branded merchandise orders.

Product SearchOnline catalog with thousands of products customizable with your logo.

Customer PortalPersonalized website to access customer service features, including order tracking, reporting, and online buying tools.

GroupBuyOrder aggregation service to drive volume savings and save time.

One stop for all branded merchandise needs

Customer PortalTrack orders, download invoices, and place reorders

Access online ordering services, including online stores, and GroupBuy offers.

Real-time reporting on branded merchandise orders across all buyers

Boundless Platform

GroupBuy: Automated Order AggregationAggregate orders across all buyers to provide volume discounts

Turn any order into a GroupBuy

Setup recurring GroupBuy offers for core products

Boundless Platform

Online Company StoresApproved products that can ship in 24 hours (zero inventory)

Unlimited product choices for 2-3 week in-hands date (zero inventory)

Automate and streamline approval processes

Boundless Platform

Why Boundless?

Proven results…

Boundless Network offered a technology platform that met our

requirements, both in terms of maintaining our brand and

leveraging our spending power across all of our offices.

Deb Walker, Manager of Purchasing and Facilities, CCSBCY

Boundless Network’s technology, best practices and sales

professionals have helped us optimize our promotional spend

processes across sales, marketing, purchasing and HR.

Alan Wong, ASD Sr. Manager, Hitachi America Ltd.

“ ““ “

Boundless Network provided an outstanding team and a technology

platform that helped us successfully launch our new brand and will

continue to help us optimize our promotional spend.

Gary Jollon, Director of Global Marketing, CareFusion

“ “

Getting started…

Next Steps

Identify immediate needs1

Execute LOI (Letter of Intent)2

Schedule requirement definition meetings with key stakeholders

3

Formal proposal / contract4

Boundless Networkinfo@boundlessnetwork.com

200 East Sixth StreetSuite 300Austin, TX 78701

Tel 512.472.9200Fax 512.472.9204

www.boundlessnetwork.com

Contact Information

Addendum Slides

Needs Assessment

Proven methodology for success…

Boundless Approach

SolutionDevelopment Launch Measure &

Optimize

Understand current programs, processes, goals and buyer needs

Plan to achieve goals, including technology, account team, and a launch plan.

Phased roll-out working with account team to ensure adoption and success

Measure key metrics and make adjustments to ensure continued success

I need 200 branded

pens

I need 150

I need 250 I need

400

I need 300

I need 200

Order

Original Buyer

Volume SavingsBoundless GroupBuy

GroupBuy: How It Works…

As more buyers participate, the price drops.

Putting it to practice: Homework Class Two

Become an expert in telling the Boundless story • Review and practice the Boundless presentation and watch video

•Give the presentation to three peers (three separate pitches)•Use the “feedback” form to record comments from your peer Review feedback provided to you from your ‘observing’ peer

• What did you notice about your presentation?• What do you need to improve?• What do you need better understanding of?

To be certified, turn in 3 presentation feedback forms initialed by your peer.

Extra CreditGive the presentation to three close customer relationships

 

Homework