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IntelliTrack WMS Sales Process

IntelliTrack WMS Sales Process. Brian Owens Channel Account Manager. IntelliTrack Sales Process Goals. Identify which IntelliTrack WMS Solution is a fit ISRP WMS STD WMS PRO ITI 3PL Present an accurate budgetary figure Present the framework for a successful project

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IntelliTrack WMS Sales Process

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  1. IntelliTrack WMS Sales Process Brian Owens Channel Account Manager

  2. IntelliTrack Sales Process Goals • Identify which IntelliTrack WMS Solution is a fit • ISRP • WMS STD • WMS PRO • ITI 3PL • Present an accurate budgetary figure • Present the framework for a successful project • Close the business

  3. Step 1 Steps for Success Register the prospect with an IntelliTrack CAM/RAM.

  4. Steps for Success Step 2 • Schedule a PPO Call (Preliminary Project Overview Call) • IntelliTrack Systems Consultant • Identify Project Requirements • CQQ (Customer Quick Quote)

  5. Steps for Success Step 2 Cont… The CAM/RAM would present a quote based off the CQQ to the partner

  6. Steps for Success Step 3: IntelliTrack University Direct the customer to the IntelliTrack University to view the self-narrated demonstration

  7. Steps for Success Step 4 (Optional) Live WMS Presentation • High Level • Focus on the Customer’s Environment • Short/Sweet • 45 min to 1 hour • Tie any loose ends • Close the SRS

  8. Steps for Success • Step 5: Systems Requirements Study (SRS) • 1-2 day onsite • 1-2 day offsite to produce the deliverable • Provides the SOW/Firm Price • Provides a project timeline • Details exactly how WMS will function in the customer’s environment

  9. Learn More • www.IntelliTrack.net • www.intellitrack.net/university • Success Stories

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