Retailer Portal Training. 2 Getting Started Accounts & Contacts Marketing Resources Managing Leads...
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Transcript of Retailer Portal Training. 2 Getting Started Accounts & Contacts Marketing Resources Managing Leads...
Retailer Portal Training
2
Getting Started
Accounts & Contacts
Marketing Resources
Managing Leads
Help & Support
Overview
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> Create a Salesforce.com Shortcut
• Go to:FileSendShortcut to Desktop
• Add to Favorites
Getting Started: Accessing SalesForce
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•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
Getting Started: Login/Password Rules
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Record Search
Counter Partners Redemption
Surfaces Website
Marketing Resources
Leads
Retailer Toolkit
Getting Started: Home Page Components
Accounts
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A Lead is a prospect that has expressed an interest in DuPont Products
An Account is your Retailer or Retailer-Fabricator 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
Getting Started: Understanding Key Terminology
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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)
Summary: What can I see & edit?
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Selecting All Accounts from the
View menu will Place your Account record on the Account home
page permanently
Accessing your Account Profile
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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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Selecting All Contacts from the View menu
will Place your Contact records on the Contact home page permanently
Accessing your Contacts
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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
Countertops 1-2-3
Materials
Communicate with DuPont
Promotional Material including National
AdvertisingCounter Partner
Materials
100+ PhotographsDocuments such as Counter Partner
Redemption Form, Displays and Literature available for order etc
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Marketing Resources: Ask the Expert
To read a topic, click on it
To search topics, click here
To access saved favorite topics, click
here
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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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Once you have located a Lead on the Leads home page, click the Lead name to
display detailed information
Managing Leads - Lead Detail
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Make sure to update the Lead
Status as you work to win their
business
Managing Leads – Lead Status
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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)