A Principal faxes you a sales sheet letting you know they have too many widgets in stock and are having an inventory sale. The price is $0.50/each and the inventory is 20,000. Commissions will be at 10% to get rid of them. Minimum order is 1,000 each.
What do you do when you get it?
1. Fax the sheet the manufacturer sent you to key customers.
2. Use MRSware's Search tool to select the customers you want to see this promotional price and then e-mail them.
3. Mail the manufacturer's promotion sheet to key customers.
Which would you like to do?
If you selected #2, then here is how to do it.
1. Go to "Search" on the Menu bar.
2. Select Contacts from the drop down list.
3. On the right side of the Advanced Contact Search, select "All" and then check each of the categories that apply. (I may choose, Purchasing agents and Customers and the name of the manufacturer.)
4. Your list will show the names of the Customers to whom you want to send the special price on widgets.
5. Click on "Contacts" on the Menu bar and select "Mail all contacts in the List who have an Email address".
6. The list of email addresses will appear in the Bcc field. If there are names without email addresses a box will pop up showing these names.
7. Once the new email window opens, you can enter the details of the manufacturers promotion in the body of the window.
8. When done, click "Send".
9. All of your customers will receive the message and have the opportunity to purchase the widgets at the special price, earning you 10% commission on the sales.
Option 2 gets the promotion to your customers faster, giving you a competitive advantage and an increase in commissions while reducing your costs (faxing and postage costs are eliminated).
Hint: While the list is on your screen, select all and set up a category for the promotion and check all of them as having received the promotion. Then set up a second category for those that buy the widgets on promotion. Check this category when you receive orders for widgets. For future promotions you'll know who is the most likely to purchase on promotion.