Experts in Chem-Feed and Water Treatment Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer

Experts in Chem-Feed and Water Treatment

Organizer:

Noel Twyman (Director of Marketing)

Panelists:

Bob Bellas (SAP Analyst)

Henry Shaugnessy (Customer Support Specialist)

Developer:

Nicholas Zographos (Nezen Creation)

NEW ProMinent eQuote


ProMinent eQuote Webinar

www.prominentequote.com NEW web based quoting program to replace software

based Quote Program v. 1.572 Why eQuote? Benefits of web based system vs. software based

system eQuote demo and screenshots Please save questions for the end (type questions

into text field)

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Why eQuote?

Compatibility issues with Office 2010, Windows, etc. Download, install, registration and activation

cumbersome and problematic Multiple installations necessary for some users Program expired yearly requiring re-activation

Many users’ networks and admins block 3rd party software installations

Periodic updates required new patch downloads, field testing, communication, download, install, etc.

User Quote database not “sharable” by others at your company

Old Program will no longer be available or supported3


eQuote (web based system) benefits

No 3rd party software to download, update, or activate 1 time registration required (approval by PFC)

Transparent updates and improvements at any time User access from any computer (Mac or PC) with

internet access (any browser) All quotes can be made visible and/or editable by any

user in same company (permissions set by PFC) NEW cart feature allows for price checking and

frequently quoted items without creating quote Users manage own account profiles, quotes and

customers (PFC has no visibility into users’ info)

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eQuote Tutorial


How to use eQuote

Registration required Home page (live) Default Cover Letter (live) Products (live) Cart (live) Quotes (live) Adding customers to quote (live) Quote sharing (live) Exporting a quote (live) Things to remember Planned Enhancements Coming Soon! Questions & Answers

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Registration (required for ALL users)

Even users of Quote Program must REGISTER and create password Must input all contact info, corporate eMail & password (login)

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Even users of Quote Program must REGISTER and create password

Must input all contact info, corporate eMail & password (login)

PFC will review info and approve Upon approval registrants will receive

confirmation eMail (check junk/spam filter) All users are strongly encouraged to also

sign up to receive ProMinent eNews for important eQuote news (unless already receiving it)

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Upon approval, simply enter your corporate eMail/password to login Remember password! (if forgotten, it can be reset by user (not PFC))

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eQuote Home Page (live)

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Default Cover Letter (live)

Make sure you check your profile and default cover letter

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Products (live)

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Find A Pump (live)

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Parts (Product) Search (live)

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Product Builder (live)

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Notice the button “adds to cart”


Cart (live)

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The cart stores priced items without creating a quote

Select the cart items you want to add to quote

Add items from cart to NEW or existing quote”


Quotes (live)

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Create NEW, Find/edit existing quotes or quotes from others within your company (based on permissions)


Quotes (NEW Quote) (live)

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Click one of the 3 buttons to add something to quote (like “adding to cart”


Editing A Quote (adding items) (live)

Drag & Drop quote items up & down to reorder

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Editing A Quote (live)

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Double-click a line item or select and click the pencil icon below (edit quote item box appears)

Customize information that appears for quote items


Editing A Quote (sections) (live)

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Adding customers to quote (live)

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Quote sharing (live)

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Exporting a quote (live)

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Tips to remember

Take advantage of browser features Right click and select “open in new tab or window” Use browser “back”, “forward” and “refresh” buttons When prompted to save open windows and tabs, do so

Update your browser to the latest version (FREE) eQuote works in all browsers on PC and Mac My favorite browser is Firefox

Write your username/password for future reference (not necessarily your XTRANET username/password)

ProMinent CANNOT see or create user passwords (reset password on home page)

eQuote displays only ProMinent list pricing (NO DISCOUNTS YET)

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Planned enhancements coming soon!

1. Automatic discount calculations

2. Ability to input known ident codes & part numbers

3. Sharable contacts (within your own organization)

4. More robust quote line item restructuring

5. Enhanced PES system quoting

6. Price “quick” check from home page (without creating cart item or quote)

7. More precise capacity and pressure calculation based on configuration (instead of published ranges)

8. Improved exporting

9. HELP section (tutorial, FAQ’s)26


Questions & Answers

Please type in your questions I will read some questions and

answers

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Conclusion

Send questions to [email protected] Additional webinars to be scheduled eQuote “2.0” already planned ProMinent Owner’s Meeting presentation and hands-

on training in at ProMinent (February 21-24, 2011)

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Documents

Experts in Chem-Feed and Water Treatment Organizer: Noel Twyman (Director of Marketing) Panelists: Bob Bellas (SAP Analyst) Henry Shaugnessy (Customer