KeepIt – Standard Operating Procedures
Contents.
- KEEP IT Quote requests.
- What operations needs to check before quoting.
- KEEP IT Information Needed to do a Deal Registration.
- Placing Clean Orders.
1. KEEP IT CLEAN QUOTE REQUESTS:
- KEEP IT QUOTES – PARTNER TO REQUEST ON MAIL
- PARTNER TO SUPPLY REQUEST & END USER DETAILS
- PARTNER TO SPECIFY REQUEST KEEPIT PRODUCT REQUIRED
*Partner to supply as much information as possible of their requirements.
*SLAs on quotes are two hours.
2. WHAT KEEP IT OPERATIONS REQUIRES BEFORE QUOTING:
- RECEIVE QUOTE REQUEST MAIL FROM CLIENTS.
- PLEASE ENSURE THAT THE RESELLER SUPPLIES THE FOLLOWING.
a) END USERNAME FOR QUOTE REFERENCE.
b) CORRECT INFORMATION ON REQUEST- PROMO OR NON-PROMO.
c) ONCE YOU HAVE THE RELEVANT INFORMATION – PREPARE THE QUOTATION.
d) GO TO CRM AND DO A NEW OPPORTUNITY – IF THERE IS AN OPPORTUNITY
ALREADY OPENED, FROM THE Keep it TEAM – PLEASE USE THAT OPPORTUNITY, TO CREATE THE KEEP IT QUOTE.
e) The request will be either in USD or RSA which the attached has both options on
f) Once you have done the quote, PDF the quote and send it with the Order forms,
h) The documents for the “KEEP IT” can be located on
“PUBLIC”
“BRAND & SALES”
“KEEP IT ”
“QUOTES”
“NEW”
Account Managers/Internals must assist Partners in getting all the correct documents
for operations to send to procurement to place orders.
3. Placing Clean Orders on Procurement:
- BUSINESS PARTNER PURCHASE ORDER
- KEEP IT CRM QUOTE
- VENDOR QUOTE (IF APPLICABLE) WITH CRM QUOTE & P/O
- COMPLETED ORDER FORMS: RESELLER AND END USER DETAILS
- ACCOUNTS TO TAKE CUSTOMER OFF HOLD, IF ON HOLD.
ONCE ALL DOCUMENTS HAVE BEEN SENT TO PROCUREMENT, THEY WILL THEN PLACE THE ORDER ON THE VENDOR.