Sales

• Updated Sales Numbers

• New CRM Tags for Product Campaigns

• Review of Voucher Request Process

  • In an effort to manage CRM content requests in a more organized and timely manner, we are implementing the use of our Electude ticketing system. Moving forward please create a ticket if you:
  • encounter a content error (incorrect price, mis-spelled package name, incorrect discount rate, missing or incorrect volume discounts, product not made available to a reseller, etc.)
  • have a request (adding a new package, adding a discount, adding a name translation)

  or any question pertaining to CRM content.

  How to find us:

  In the LMS or Reseller site, go to the "Support" tab. Once open, select "CRM Content"

  As you can see, there is also a "CRM Technical" tab. If you have issues you need our IT team to solve -- problems with the system itself -- leave those tickets there.

  The ticketing system is a highly-reliable tool that tracks all your requests and makes communicating easy. If it is an emergency, of course send e-mails, call, etc.,and we will do our best to respond promptly.

  Our goal is to maintain a 10 day turn-around time for completion of tickets. We will be checking the tickets several times a week, every week. If the request is a larger, more time consuming project, we will determine an acceptable turn-around time together.

  Providing great service to each of you is our only goal. Join us in making the system work to our mutual benefit.

• CRM Account Merge Update

Customer Success

• Personnel Update
  • IMS Global - non profit to standardize
    • needs to be updated from Global Cert to One Ed Tech Certified

Product Marketing

• 2022 ASE Task Update
  • “program standards” are updated every 4 years
    • New list of products that are organized around new standards

    • Will legacy products (IE automotive essentials) align to the new standard?

• Product Marketing Roles and Responsibilities
• CRM Ticketing System Review

MarComm

• New Vista Print Process
• Business Card Review
• Electric Vehicle Campaign