Quote Errors - Not repeating, Fixing before submitting Order
Hello, Team: In our last outdoor sales meeting, I shared some concerns from Customer Care and Software Licensing, when quotes were submitted as orders, with errors in the software options, or errors in Dongle or PC bonded part numbers. They would often make corrections when processing the order. But when it was quoted again the following year, c...
Sales Quotation Best Practices
Sales Quotation Best Practices SMA's are bunched together for multiple serial numbers, then calibrations are bunched together last for multiple serial numbers. Do not bunch things together by machine, such as SMA then Calibration for one machine, then SMA and calibration for second machine, etc. This can cause unpredictable errors in the quote .pd...
Required info from Aftermarket in Quotation Internal Notes
Best practices for minimum required information by Aftermarket in Sales Quotation Internal Notes. LTA pricing (only if applicable) SMA Dates: 5/1/2023 - 4/30/2024 SMA Contact:Anthony Lucernoni443-542-2819anthony.lucernoni@l3harris.com Order Confirmations: michael.nye@zeiss.com anthony.lucernoni@l3harris.com SAMANTHA.KNAPP@L3HARRIS.COM Attn: Soft...
SDV Service Date Viewer vs iBase Farming (360)
We have 2 tools available to check data data such as machine Firmware; Service Data Viewer and iBase Farming (aka: iBase 360). Each link is below. Please advise if you have any access problems. Personally, I prefer iBase Farming because I can see all iBases of a larger customer in one view rather than looking up each one at at time. SMA Dates Firmw...
Email Best Practices
Best practice suggestions for email to customers: Begin the subject with ZEISS. This will help the customer clearly see it is a valid email (and very important!!!) Include a serial number where applicable Include a machine description or information that will help the customer find your email in a search later It's all about making this easier fo...
Remit Address
The preference of ZEISS IQS is for purchase orders to be properly addressed to the Maple Grove address. Customers may at times list instead our Remit address (PO Box). Although not preferred, this will be accepted per Florian Linder December 2022. We (AMS) should ask the customer to kindly update their system for the next PO. ...
Microsoft Outlook - Creating Signatures and Email Templates
You can use signatures in Microsoft Outlook to use as templates for emails you write frequently. 1. In Outlook, start a new email composition by selecting “New Email.” In message toolbar you will find the signature tool. 2. At the bottom of the signature drop down, select “Signatures…” 3. This will take you to your list of saved signatures. Select N...
Microsoft Outlook - Setting Reminders
An alternative to creating CRM Reminder Tasks for yourself is to use Microsoft Outlook and set follow ups on specific emails. (This is up to preference. You may also use both CRM Tasks and Email Reminders if you wish!) Creating a new email with a Follow Up date: After composing an email, but BEFORE sending it, select the red flag icon drop down. You...
Hyperlinks - Condensing Long Web Links in Emails
Hyperlinks can be incredibly useful when communicating with your customers by email, especially in order to give concise directions. To hide long internet links and addresses behind shortened text, follow these steps in Microsoft Outlook: 1. After composing your email, highlight the word or words you wish to turn into an external link. 2. Right clic...
Purchase Order Handoff - Quick Checklist
Review the P.O. for the following Correct ZEISS name and address Payment Terms maximum Net 60 P.O. and Quote totals match Save the P.O. Z Drive per quote naming convention. It’s helpful to have the first SMA start date and/or first calibration due date handy. Open quote - Click Edit Enter P.O. number into the Quote Confirm start date for accura...
ZEISS CARE PO RECEIVED EMAIL TO CUSTOMER
EMAIL example: A nicely worded & informational email to send to the customer when to thank them for the PO received for a ZEISS Care Package. Thank you for the Purchase Order for the ZEISS CARE COMPLETE PACKAGE. (Bundled Software Maintenance Agreement + Calibration to reduce costs.) It has been forwarded to the following ZEISS Departments f...
Do not list a serial number twice when quoting an SMA Contract
When quoting an SMA for PiWeb, or for Calypso & GearPro, do not list a serial number twice on separate Software BOM's, as that causes a major problem with the Zeiss Portal and customer's attempting to get license files from the License Manager. DON'T DO THIS!!! List the serial number once with a Software BOM number, and then list both softwares ...
DPAS rated Purchase Orders
ZEISS is required by federal acquisition regulations/law (the “FAR”) to accept all DPAS rated orders that it receives, unless it cannot meet the requirements of the order. DPAS (Defense Priority & Allocations Rating System) is a federal program designed to prioritize the production and delivery of goods and services critical to National Defens...