Ecolab3D
True or False: An excel file with testing data can be uploaded into e-data.
True.
Reminder: You don't need to download a new file every time. You can save one files and add new rows.
True or False: Reps now have the ability to enter specific notes at a line-item level that will display on the invoice.
True!
Use this tool in outlook to let your customers know you might be slower to respond to emails during this district meeting
Automatic Replies
True or False: Sample time is now a required field in addition to date when submitting samples via ASA
False
This Sharepoint site is like Google for all things Nalco. Use it to search any questions you may have before reaching out to the TEC.
Core+
*Bookmark it for easy reference
This tool is used for logging events and out of spec data at your site.
Action Log
Reminder: Check your action logs for items that have not been recently updated.
In order to ship to rep/against the district, navigate to this section on ecommerce when selecting a customer.
Click "My district" instead of "Accounts" when in the account picker
These are the four stages for opportunities in CRM
Qualifying, Develop, Propose, Close
True or False: Samples for prospects can be submitted in ASA without having assets already setup.
True!
Select prospect account in the hub--> collect sample--> Use ASA as normal
True or False: The new guided value tool can be accessed via Ecolab3D
False.
Access it via the Hub (right next to site sampling)
If cell service is poor at your customer site, you can use this feature on E3D as an alternative to logging in the classic way.
Password of the day.
How to Find: Tools --> Controller Management
Nalco Sales Rep Order Form
How to find: Quick actions tab at top of home screen
-->Select Nalco Sales Rep Order Form
This AI tool allows you to draft emails and load contacts into CRM directly from outlook
Copilot for Sales
*Job aids are available on Core+
This is an advantage to using ASA compared to other label types
1. ASA samples get scanned in first
2. Saves time in long run if you create templates
3.Link results to E3D
These are two ways to log TVD at your accounts
Via CRM or in the Action Log on E3D
Go into alarm & user management on E3D. Confirm who is receiving alarms. Deselect or select alarms as needed.
If an order placed on ecommerce is delayed or needs escalation, you can now go to _______ to request order escalation.
The Hub
Accounts-->Orders-->Request Escalation
Use: Escalating An Order in the Hub Job Aid if there are questions
By doing these steps, and rep can access service plan builder
Go into CRM, select account, on top banner select Service Plan
While you cannot submit samples ahead of time, creating ____ for samples you intend to pull can save you time.
Drafts
Asset Harvester