ECRM Best Practices: Supplier Event Follow Up 12/11/2015
Don’t get lost in the hustle and bustle that comes after an event. Instead, once you’re back at the office hop on the follow up site to review a complete list of meeting notes, selected items of interest, company profiles and more.
The cool thing about our system is that everything is linked so the information you document at the event with ECRM Connect will be available on the Follow up site.
Working closely with a team member to execute follow up? Your job just got easier. Simply export the meeting notes and product images into a single spreadsheet or email. This way, follow up deliverables can be completed by anyone working with the account.
Buyers often request to have samples shipped to their headquarters. To help with this process just download labels already pre-populated with the buyer’s shipping information and get those samples out the door.
And of course we’ll help you get going with the paperwork that’s required to do business with the retailers you met with. Just use the forms feature to pre-populate product and company information into the requested retail form.
Since you’re not filling out these documents by hand you’ll save a ton of time.
You can even send follow up emails containing important meeting information without leaving the page.
For more information about the features available on the follow up site please contact your account manager or call 440-498-0500.
