Evaluation Team demo request management
  • Our Web based application has a purpose built request form, with all data entry going straight into our “Loan Management System”.

  • PAF postcode address finder for fast address data entry.

  • Pulls contact details for people already known to the application (just enter email address).

  • “Submitting” request automatically triggers authorisation request.

  • Request data capture includes opportunity info + justification questions (customisable) & answers.

  • Web based request form caters for multiple end-user contacts and multiple sales contacts (eg Sect 4 – “Build the Sales Team”) such as vendors own sales people, the engaged reseller, maybe even a distributor contact.

  • All Sales team personnel tagged to a loan request can see that request in their online My Loans list

  • End Users are asked to do a 2 click Loan request sign up, online, to a branded webform

  • End Users are given access to an online collection arranging form which they initiate a collection themselves, or we progress chase with them

  • The collection form groups together equipment that they may have had over a number of shipments (eg part shipments)

  • A variety of authorisation processes are possible eg if no review of each request is required OR if review and sign off is required.

  • A Team of authorisers can be defined. All are auto-emailed instantly a request is submitted.

  • The logic of having real-time availability information built into the loan request form and process is obvious.

  • The information presented deals with “available now” vs “available in a few days” vs “available in 2 weeks”.

  • Our SpecChecker presentation of availability is superb, allowing for users to choose alternative products that match to key spec requirements.

  • There is a registration process for gaining a login to be able to make requests. Personnel with Vendor client email addresses are automatic whereas resellers are individually approved.

  • Access can be set to be very wide eg all reseller partner sales people, or very restricted to key personnel only

  • Personnel can be grouped into different “Sales Teams” and managed with slightly different rules.

  • Inventory items can be grouped into different “Programs” with restrictions placed on how it can be used and by whom.

  • Our “Call Log” system automatically sets up a progress chasing action to organise a collection, usually 2 days in advance of loan end date.

  • Lots of collections happen easily with limited progress chasing required. A substantial number take lots of progress chasing.

  • To be efficient, our systems include a one click bulk email depolyment to a large number of customers. Tthe emails have an escalation structure and include the link to the online collection arranging form.

  • Collection progress chasing stays open until all equipment is returned.

  • Each sales team is assigned a dedicated account manager.

  • The Evaluation Team structure includes a strong commitment to full account cover during vacation or sickness periods

  • We do understand the importance of expectation setting.

  • Many loan requests take just a few minutes from loan request submission (including the end user online sign up), to the initiation of the Picking / shipping process. For those that don’t we are committed to providing an information service, and managing expectations.

  • We can set up inventory records for equipment that is on order not yet received

  • This enables the request process to work so that loan requests are “on the books” ready and waiting for the equipment to arrive

  • Requests can be “stacked” for individual inventory items, so that there are a queue of requests, that are dealt with one after the other.

  • Our systems do have a filer enabling to file all system generated emails, and all ad hoc emails to a specific loan reference

  • This obviously makes covering an account manager’s patch easier

  • Our systems enable us to set up an “Associated Loan” with one click, this is extremely useful when a Part Ship option is chosen

  • Associated loans are “joined” together as far as the end user is concerned when they view the collection arranging online information

  • T’s & C’s can be customised for each Vendor brand we deal with.

  • End Users have a 2 click online form to action to confirm they want to go ahead, and that they are prepared to be responsible for the equipment that is onsite

  • Our checking regime quickly identifies missing components and damage to equipment, and we can be explicitly clear when the damage occurred (which customer had the unit).

  • We tag images of damage and have a very effective communication path between our engineers and our account management team.

  • We are happy to discuss damage issues with sales people, prior to talking to the customer.

  • We are happy to not raise the issue with a customer.

  • If we own the equipment we need recompense in some way for the damage caused. If we don’t own the equipment, we are happy to pursue getting recompense if asked to do so.