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Hi Friend,
Just a friendly reminder for adding data on new customers:
Whenever you add a new customer to your contact database (New = not in SAP before, just added in SAP to place order), please indicate this in your database by:- Entering "Y" in the "NEW Customer" Column of your database.
- Entering a note in the "How did they hear about us?" column.
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| | Example (for anyone uncertain how to ask):
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| Scenario:
When a new customer provides you with their billing and shipping address to setup on SAP, you can reply with:
Customer Email Example:
Sure, my address:
Shipping and Billing:
Attn: Peter Rich
Some University
2014 Dollar Lane, TX, USA
Your response:
Thank you for your info. We are currently setting you up on our system.
Also, if you don't mind, how did you hear about Bio Basic?
Did someone refer you? Or did you Google us?
Regards,
[BBI Representative]
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| | This can also be asked over the phone.
In an effort to track and follow-up with new customers we appreciate your help in collecting this valuable data!
This is an automated reminder so we can get used to this new workflow.
Please let me know if you have any questions or concerns.
Thanks!
Ahmed
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