Transcript Retailer Portal Training

Retailer Portal Training
2
Overview
Getting Started
Accounts & Contacts
Marketing Resources
Managing Leads
Help & Support
3
Getting Started: Accessing SalesForce
> Create a Salesforce.com
Shortcut
• Go to:
File
Send
Shortcut to Desktop
• Add to Favorites
4
Getting Started: Login/Password Rules
•Passwords must be at
least 5 alpha and/or
numeric characters and
are case sensitive
• Remember to check the
“Remember me” icon
•Passwords never expire
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Getting Started: Home Page Components
Record
Search
Leads
Marketing
Resources
Accounts
Counter Partners
Redemption
Retailer
Toolkit
Surfaces
Website
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Getting Started: Understanding Key Terminology
A Lead is a prospect that has expressed
an interest in DuPont Products
An Account is your Retailer or RetailerFabricator record that stores information
such as your address and phone number
A Contact is an individual associated
with your account
Gives access to national advertising,
customizable materials, advice from
DuPont experts, documents and
photography
Contains documents such as Retailer &
PR newsletters, surfaces comparison
table and the counter partners
redemption form
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Summary: What can I see & edit?
What Can I See?
1.
Home
2.
Marketing Resources
3.
My Account (includes CPP and showroom display info)
4.
My Leads
5.
My Contacts
6.
My Registrations (Fab only)
7.
Documents
What Can I Edit?
Any Record I own or have been granted permission to edit (e.g. my
Account Record, my contact record, my lead records and my registrations (Fab
only)
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Accessing your Account Profile
Selecting All Accounts
from the View menu
will Place your
Account record on the
Account home page
permanently
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Counter Partner Points
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Showroom Displays
Scroll down on your
Account Profile page
to access info about
Showroom Displays
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Accessing your Contacts
Selecting All Contacts
from the View menu
will Place your
Contact records on
the Contact home
page permanently
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Accessing Marketing Resources
Click here
Log on to
SalesForce.com and
click on Marketing
Resources Tab
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Marketing Resources: Key Components
Communicate with
DuPont
Promotional Material
including National
Advertising
Counter Partner
Materials
Countertops
1-2-3
Materials
Documents such as Counter Partner
Redemption Form, Displays and
Literature available for order etc
100+
Photographs
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Marketing Resources: Ask the Expert
To search topics, click
here
To access saved
favorite topics, click
here
To read a topic,
click on it
15
Marketing Resources: Downloading files
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Marketing Resources: Customizing Materials
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Marketing Resources: Photo Gallery
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Marketing Resources: Video Clips
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Marketing Resources: Document Gallery
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Managing Leads - Lead Detail
Once you have
located a Lead on
the Leads home
page, click the
Lead name to
display detailed
information
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Managing Leads – Lead Status
Make sure to
update the Lead
Status as you work
to win their
business
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Help & Support
•For issues/concerns, please contact the Retailer Channel Office:
800-230-8524
•To share feedback, please use Ask the Expert in Marketing
Resources and share your comments under the topic “Please rate the
Retailer Portal”
Please Note: There will be a separate training available for fabricators who
are new to entering warranty registrations
Additional training, once you have had the opportunity to explore the retailer
portal, will also be available at the following times:
• Every Thursday, beginning November 1 through 30, from 2-3 pm (EST)
• Every Tuesday, starting Nov 6 through 30, 11-12 pm (EST)