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Sales Agreement Training Eric Makela VP Sales Central Grant Geeting Business System Analyst II

SAFETY MOMENT

“ To prevent backing accidents, plan ahead and avoid backing whenever possible. Drivers should reduce backing operations in the first place.

(Iowa Local Technical Assistance Program) ”

Backing With Your Company Vehicle

The Field Sales Team in recent months has had 3 preventable vehicle accidents where they have backed into a fixed object at their homes

There have been 5 total vehicle accidents YTD, increasing Preventable TVAR to 1.98 and increasing Total TVAR to 3.31. Total cost ~$3,000.00.

When you must back up as a last resort, the following tips will help you avoid collisions:

• Continuously check all mirrors when backing • Always back slowly while continuously looking and listening for trouble

signs • Try to position the vehicle to avoid backing • If backing cannot be avoided it is better to back in upon arrival • Conduct a visual walk around of the vehicle to check for hazards • When available, use a spotter • Do not fully trust vehicle backup sensors and cameras

New Sales Agreement Process

• Optimize customer proposal/sales agreement process

• New process utilizes the iPad and PDF Expert

Purpose

Process

Payoff • Simplified / easier to use • Single device / solution • Increased sales productivity

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Thank you to the following pilot group users:

• Tammy Sutherland • Jim Larouere • Anne-Marie Henson • Larry Allen • Barry Hodgens • Felix Lopez

Pilot User Group

Agenda 5

Introduction New Proposal/Sales Agreement Process

• Getting Started • Set Up • Data Entry • Signature Capture • Save PDF • Email Documents

5 min. Live Demo New Customer Set Up Process Review Q&A

PILOT USER COMMENTS

Introduction 6

Current process of creating agreements is inconvenient

Usually carry two devices to prospective customers

Created a process to complete all agreements from iPad

“ Extremely easy to use!”

“ Looks more professional.”

“ Similar to how we do it today, but easier.”

Getting Started

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Ensure you have PDF Expert installed

Use “Pest IT” App for troubleshooting app installation

Tap the PDF Expert icon to begin

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

Setup 8

Under Network, select “Add Account”

Select “FTP” and enter the needed information

Address: sdm.valuenowsupport.com Username: pest Password: ecolab1

Optional: Add a Dropbox account for additional flexibility

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

Data Entry 9

Browse to FTP account and open needed document

Enter information in fields. Red fields are required

“Clear Agreement” button will remove all entered information on PDF

“Select if Same as Billing” button copies “Billing Address” to “Service Address” fields

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

Signature Capture

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Tap on signature field to insert signature. Device may be turned 90 degrees for easier capture

Signature may be deleted by tapping field again

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

Save PDF 11

To save your PDF select the upward arrow (top right corner)

Select “Save a Copy”

Select “Folder” and browse to the appropriate customer folder

Select “Original Document”. This will allow you to have a copy to edit before sending a finalized PDF to your customer

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

Email Documents

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Select “Documents” to return to the file manager screen

Open the customer folder

Select “Edit” (top right corner) and check the documents you’d like to email

Select “Flattened Copy”. This critical step ensures the customer cannot edit the PDF

GETTING STARTED

SET UP

DATA ENTRY

SIGNATURE CAPTURE

SAVE PDF

EMAIL DOCUMENTS

5 Minute Demo

Setting Up New Customers 14

Setting Up New Customers 15

Setting Up New Customers 16

Setting Up New Customers 17

Documents / Training Available 18

Questions?

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