The expense management solution that will turbocharge your sales team and allow them to achieve better productivity, while offering unparalleled real time visibility and control over business expenditure.
Start-up businesses need to get the latest technology, Equipment expenses such as desktop, printers, and even Business vehicles are tax-deductible, up to a definite amount. Depending on the equipment item, you can deduct the full cost in the year of purchase, or split it between several years. So don’t be afraid to get the technology you need to perform necessary business tasks. Also, if you only having a single car, you can’t explain that as purely business vehicles, so don’t try to use the fact you have a business to pad your personal belongings. If you’re going to acquire a business vehicle, make sure it is only used for business.
Need a Killer Business Model? These Tips Will Get You GoingCamino Financial
Hey Mr. Business Owner,
Nice to meet you. In this power presentation, we will help you answer 4 vital business questions:
1. Why do I need to measure financial
performance?
2. How do I measure performance?
3. How much volume do I need to break-even?
4. How much do I need to invest?
Ready to take real steps to get your business growing? Follow Camino Financial and together we'll move forward!
A webinar conducted for NSW Business Chamber showing how Lean principles can, and should be adopted across all areas of business and in any industry sector.
7 BI Essentials to Skyrocket Your SalesStacey Woods
This is the slide show that accompanies our webinar covering how to effectively use Business Intelligence to drive your company’s B2B sales and includes the best practices of using BI in the B2B sales cycle to drive results in companies of all sizes.
The content is non-technical and provides viewers with 7 BI essentials for growth hacking in B2B sales, covering…
Making “Operational Sales Intelligence” possible with your existing data
Embedding insights and feedback into your sales processes
Visualizing the insights
Critical KPIs to measure
Relevant for: Sales leaders who want to improve the effectiveness of their team, especially when the team is spread over a wide area.
Want the full webinar experience? Watch recording for free http://info.pepperi.com/webinar-7-bi-essentials-to-skyrocket-sales
Lean Counting Keynote, Jim Womack, Lean Accounting Summit, September ...Chet Marchwinski
“Accountants should learn how to take a walk in order to see value from waste and envision a better way to create value,” Womack told roughly 275 financial managers and executives during his keynote presentation at the seventh annual Lean Accounting Summit, Sept. 15, Orlando, FL.
Womack said the goal of the lean accounting movement should be to do “the least possible counting” since no customer thinks accounting is valuable. Customers want products and services that work, are cost efficient, and, most importantly, solve their problems.
“I have never bought a product and asked, ‘Is there a lot of accounting in this product? If there is a lot of accounting in it, I’d like to pay more.’”
Presentation at the Museum Store Association Annual Meeting, April 16, 2016.
Introduction for small to medium sized museum retail stores in the management of ecommerce sites, including key metrics and P&L analysis.
The expense management solution that will turbocharge your sales team and allow them to achieve better productivity, while offering unparalleled real time visibility and control over business expenditure.
Start-up businesses need to get the latest technology, Equipment expenses such as desktop, printers, and even Business vehicles are tax-deductible, up to a definite amount. Depending on the equipment item, you can deduct the full cost in the year of purchase, or split it between several years. So don’t be afraid to get the technology you need to perform necessary business tasks. Also, if you only having a single car, you can’t explain that as purely business vehicles, so don’t try to use the fact you have a business to pad your personal belongings. If you’re going to acquire a business vehicle, make sure it is only used for business.
Need a Killer Business Model? These Tips Will Get You GoingCamino Financial
Hey Mr. Business Owner,
Nice to meet you. In this power presentation, we will help you answer 4 vital business questions:
1. Why do I need to measure financial
performance?
2. How do I measure performance?
3. How much volume do I need to break-even?
4. How much do I need to invest?
Ready to take real steps to get your business growing? Follow Camino Financial and together we'll move forward!
A webinar conducted for NSW Business Chamber showing how Lean principles can, and should be adopted across all areas of business and in any industry sector.
7 BI Essentials to Skyrocket Your SalesStacey Woods
This is the slide show that accompanies our webinar covering how to effectively use Business Intelligence to drive your company’s B2B sales and includes the best practices of using BI in the B2B sales cycle to drive results in companies of all sizes.
The content is non-technical and provides viewers with 7 BI essentials for growth hacking in B2B sales, covering…
Making “Operational Sales Intelligence” possible with your existing data
Embedding insights and feedback into your sales processes
Visualizing the insights
Critical KPIs to measure
Relevant for: Sales leaders who want to improve the effectiveness of their team, especially when the team is spread over a wide area.
Want the full webinar experience? Watch recording for free http://info.pepperi.com/webinar-7-bi-essentials-to-skyrocket-sales
Lean Counting Keynote, Jim Womack, Lean Accounting Summit, September ...Chet Marchwinski
“Accountants should learn how to take a walk in order to see value from waste and envision a better way to create value,” Womack told roughly 275 financial managers and executives during his keynote presentation at the seventh annual Lean Accounting Summit, Sept. 15, Orlando, FL.
Womack said the goal of the lean accounting movement should be to do “the least possible counting” since no customer thinks accounting is valuable. Customers want products and services that work, are cost efficient, and, most importantly, solve their problems.
“I have never bought a product and asked, ‘Is there a lot of accounting in this product? If there is a lot of accounting in it, I’d like to pay more.’”
Presentation at the Museum Store Association Annual Meeting, April 16, 2016.
Introduction for small to medium sized museum retail stores in the management of ecommerce sites, including key metrics and P&L analysis.
Customer Churn Management For Profit Maximization PowerPoint Presentation SlidesSlideTeam
The PowerPoint template allows firm in preventing its customers from reducing their purchase of products and services. It will help firm by providing various ways through which firm can manage their customer churn. It will cover details about churn propensity model. The template covers details about key statistics associated to customer churn. It covers details about present situation of customer attrition and customer churn rate on monthly basis. Customer churn is considered as critical issue which affect firms overall firm performance, due to which firm will incur heavy losses in terms of abandon purchases and lower revenues. It is to be noted that retaining customer is more profitable than acquiring new customers. The template will cover information regarding various types of customer churn such as when customer stops spending, churn due to product quality or complete customer account loss. The template will provide details about how firm will handle customer attrition by focusing on four stages of churn management by acquiring churned customers, delighting customers, preventing customer attrition, and saving customers through various campaigns. The template covers details about churn propensity model which will help preventing customer churn through predictive analytics by utilizing different statistical techniques such as machine learning. https://bit.ly/36qQZKg
Chop Customer Churn! A webinar for SaaS companies, Sept 2013CustomerGauge
While customer acquisition is often the prime focus sales and marketing efforts for Software-as-a-Service businesses, customer retention is all too often consigned to an afterthought.
But churn is not a problem to be addressed only as the customer leaves.
How SaaS Businesses can convert Trial Customers into Paying Customers, will walk you through some simple yet powerful ways of reducing churn.
The discussion will include:
How you can bring the voice of the customer into the organisation using simple metrics such as the Net Promoter® Score.
How you can create internal processes to swiftly and effectively close the loop on customer issues.
How you can use feedback to incrementally improve your products around your customer needs.
The $3.5M Question: Train Your Sellers or Your Sales Managers?KGFlanagan
Sales managers are important, but what’s the business case for investing in their development? Or more pointedly, is it worth reallocating your limited training budget away from salespeople and toward their managers?
New research reveals that the average cost of a poor sales manager is a whopping $3.5 million in lost revenue… Per manager. Across even a modestly sized sales force, that adds up to tens of millions of dollars. The research also shows that shifting sales training budgets from sellers to managers is a smart investment strategy. Companies that invest more than 50 percent of their budgets in sales management programs grow revenue 15 percent faster than those that invest primarily in their sellers. Join researcher and best-selling author Jason Jordan as he discusses:
How to quantify the cost of bad sales management in your organization
How to build a clear and compelling business case for focused investment in your sales managers
How to identify the specific management training programs that will make the biggest impact
If you are a sales enablement or L&D professional, you will not want to miss this eye-opening session.
Google Analytics Konferenz 2018_ What Your Google Analytics Data Isn't Tellin...e-dialog GmbH
Medallia Digital provides invaluable qualitative data representing the voice of the customer (VoC). This provides insight to your customers' web journey, how they feel and why they behaved in a certain way on your website. It complements the quantitative data of web analytics by providing the “why” to the “what” and “when”. Learn how to enhance your conversion rate optimization and web analytics efforts from experts at Medallia.
Why Knowing Profitability Is the Key to Success at Your InstitutionBaker Hill
Most financial institutions don’t understand that the majority of their relationships are not profitable. This results in poor strategic planning especially when dealing with issues with the balance sheet. Senior Management has to understand and deal with different types of risk, along with income statement stagnation in these times of rising interest rates.
From Incubation to Reality: Business Model Innovation Within the Enterprise (...Zuora, Inc.
Borderfree - Mary Ransom, SVP, Consumer Products & Insights,
Intacct - Mark Gervase, Sr. Marketing Manager
Learn how Borderfree built and launched its first B2C business model in just 7 months. By leveraging the power of existing assets like salesforce.com and Intacct, and making strategic decisions about which new technologies to build versus buy, Borderfree added a new subscription service to its portfolio while staying within pre-established organizational boundaries.
New Explore Careers and College Majors 2024.pdfDr. Mary Askew
Explore Careers and College Majors is a new online, interactive, self-guided career, major and college planning system.
The career system works on all devices!
For more Information, go to https://bit.ly/3SW5w8W
Want to move your career forward? Looking to build your leadership skills while helping others learn, grow, and improve their skills? Seeking someone who can guide you in achieving these goals?
You can accomplish this through a mentoring partnership. Learn more about the PMISSC Mentoring Program, where you’ll discover the incredible benefits of becoming a mentor or mentee. This program is designed to foster professional growth, enhance skills, and build a strong network within the project management community. Whether you're looking to share your expertise or seeking guidance to advance your career, the PMI Mentoring Program offers valuable opportunities for personal and professional development.
Watch this to learn:
* Overview of the PMISSC Mentoring Program: Mission, vision, and objectives.
* Benefits for Volunteer Mentors: Professional development, networking, personal satisfaction, and recognition.
* Advantages for Mentees: Career advancement, skill development, networking, and confidence building.
* Program Structure and Expectations: Mentor-mentee matching process, program phases, and time commitment.
* Success Stories and Testimonials: Inspiring examples from past participants.
* How to Get Involved: Steps to participate and resources available for support throughout the program.
Learn how you can make a difference in the project management community and take the next step in your professional journey.
About Hector Del Castillo
Hector is VP of Professional Development at the PMI Silver Spring Chapter, and CEO of Bold PM. He's a mid-market growth product executive and changemaker. He works with mid-market product-driven software executives to solve their biggest growth problems. He scales product growth, optimizes ops and builds loyal customers. He has reduced customer churn 33%, and boosted sales 47% for clients. He makes a significant impact by building and launching world-changing AI-powered products. If you're looking for an engaging and inspiring speaker to spark creativity and innovation within your organization, set up an appointment to discuss your specific needs and identify a suitable topic to inspire your audience at your next corporate conference, symposium, executive summit, or planning retreat.
About PMI Silver Spring Chapter
We are a branch of the Project Management Institute. We offer a platform for project management professionals in Silver Spring, MD, and the DC/Baltimore metro area. Monthly meetings facilitate networking, knowledge sharing, and professional development. For event details, visit pmissc.org.
Exploring Career Paths in Cybersecurity for Technical CommunicatorsBen Woelk, CISSP, CPTC
Brief overview of career options in cybersecurity for technical communicators. Includes discussion of my career path, certification options, NICE and NIST resources.
2. Regina Pringle
Account Manager
NY Value Club
In my role as Account Manager, the position holds a high authority on ensuring
every aspect of the customer’s business is managed and overseen. From the
inception during bid process, product selection and planogram set up to product
and equipment maintenance, sales forecasting & tracking, business growth &
development, item maintenance, shipping & delivery and invoice payments
Leadership is required. Excellent communication skills. Ability to think out of the
box. Ability to work independently. Proficient/Advanced Excel & PowerPoint Skills.
Learn & Work Independently.
Position Overview
3. Regina Pringle
Account
Manager
President
•VP of Sales
VP of
Operations
•Account
Management
•Field Supervisor
•Field Service
Reps
Purchasing
• Planogram
Specialist
• Supply Chain
Management
Accounting
•Accounts
Receivable
•Accounts Payable
•Human Resources
Logistics
•Logistics
•Receiving
•Returns
•Pick & Pack
• Account Assistant
• Order Entry Clerks
• Broker
Departments
Click Here
For My Audio
4. President
•VP of Sales
• Broker• Prepare detailed Microsoft Word Recap Reports on
state of each customer’s business, which includes
conversations with customers and Brokers , staff as
it relates to the day to day business needs
• Prepare all Excel Reports related to customer sales, forecasting of new items and gross profit which will assist
President & Vice President with conversations at trade shows, bids for new business and account meeting
• For select customers, ensure Broker has accurate
information on promotions, new
products, discontinued products, pricing which
will be communicated to customers on behalf of
VP of Sales
• Keep accurate records and
communications logs throughout the
year which will be used to prepare
Power Point presentations for
meetings
• Maintain accuracy of Customer Sales Analysis
Recap Reports which includes sales by
month, sales results compared to forecast, gross
profit, product equipment, store count, new stores
& equipment gains /losses through the year.
Regina Pringle
Account
Manager
Continuously learn and utilize the latest Excel formatting to create advanced Excel
Spreadsheets needed for business analysis
Create unique PowerPoint presentations for account meetings
Successful at growing and maintaining $20 million dollar accounts
5. Item# Brand Description UPC UOM
Old
Customer
Cost
Customer
Retail
Customer
CurrentGP
New
Customer
Cost
New
Suggested
Retail
New
CustomrGP
%inc/dec
389474 Cool Men CMMintShampoo 855132123456 10.1fl oz $12.99 $18.99 32% 12.99 17.99 28% 0%
389475 Cool Men CMMintConditioner 855132123469 10.1fl oz $13.99 $19.99 30% 13.99 19.99 30% 0%
389480 Cool Men CMMintPomade 855132123474 4oz $10.99 $15.99 31% 10.49 14.99 30% -5%
625147 Organiks ORGShampoo 855132123482 8fl oz $15.99 $22.99 30% 15.99 22.99 30% 0%
625149 Organiks ORGShampoo 855132123491 12fl oz $0.00 $0.00 17.99 25.99 31%
625180 Organiks ORGLeave In Conditioner 855132123502 14fl oz $19.99 $27.99 29% 20.99 28.99 28% 5%
985741 Lovely Hair LHDeep MoistShampoo 855132123517 32fl oz $18.99 $26.99 30% 18.99 26.99 30% 0%
985743 Lovely Hair LHDeep MoistConditioner 855132123529 32fl oz $19.99 $27.99 29% 19.99 27.99 29% 0%
985744 Lovely Hair LHHairSpray 855132123537 8.9oz $16.99 $23.99 29% 17.99 24.99 28% 6%
Avg% Inc/Dec 0.69%
Sample
Company
Spreadsheet
Sample
Customer
Spreadsheet
Example of
Pricing Report
Prepared weekly
Item # Description
Our
Company
Cost
Old
Customer
Cost
Our
Company
GP
Customer
Retail
Customer
Current GP
New
Customer
Cost
Our New
Company
GP
New
Suggested
Retail
New
Customr
GP
%inc/dec
389474 CMMint Shampoo $9.00 $12.99 31% $18.99 32% 12.99 31% 17.99 28% 0%
389475 CMMint Conditioner $10.00 $13.99 29% $19.99 30% 13.99 29% 19.99 30% 0%
389480 CMMint Pomade $7.00 $10.99 36% $15.99 31% 10.49 33% 14.99 30% -5%
625147 ORG Shampoo $12.00 $15.99 25% $22.99 30% 15.99 25% 22.99 30% 0%
625149 ORG Shampoo $11.00 17.99 39% 25.99 31%
625180 ORG Leave In Conditioner $14.00 $19.99 30% $27.99 29% 20.99 33% 28.99 28% 5%
985741 LH Deep Moist Shampoo $13.00 $18.99 32% $26.99 30% 18.99 32% 26.99 30% 0%
985743 LH Deep Moist Conditioner $13.00 $19.99 35% $27.99 29% 19.99 35% 27.99 29% 0%
985744 LH Hair Spray $11.00 $16.99 35% $23.99 29% 17.99 39% 24.99 28% 6%
Avg % Inc/Dec 0.69%
6. • Review Bill of Lading
on LTL Trucking
shipments
• Ensure warehouse
ships product timely to
meet customer
delivery date
• Contact customer
Logistics department
and adjust delivery
dates if necessary to
avoid late penalties
• Track deliveries and
review delivery
receipts
• Submit Claims to
trucking companies for
repayment on
damaged merchandise
Customer penalties can be expensive for late shipments.
Shipments are never allowed to be late. Any late
shipments incurred by trucking company must be
pursued for reimbursement
• New product measurements
and photos must be entered
into data base for all new items
(over 3,000 items in database)
• Send UPS return shipping labels or arrange pick up through
trucking company for refused, damages, and discontinued
products
• Notify all relevant departments, Accounting, Returns
Processing & Purchasing about product returns
• Troubleshoot any item corrections with warehouse staff responsible for picking & packing product
shipment to customers
Regina Pringle
Account
Manager
Logistics
•Logistics
•Receiving
•Returns
•Pick & Pack
7. Regina Pringle
Account
Manager
Human Resources
• Assist HR Manager with
writing of Ads for
Account Assistant
job openings
• Review Resumes
submitted
• Conduct interviews
• Interview internal
candidates
Although Account Manager does not work
directly in Accounting. Account Manager is
always called when payment is not
received or deductions are not accurate.
Account Manager is the link to Accounting for all money coming into the company
• Work with Accounting team
to be sure deductions for
customer
discounts, promotion
allowance and damage
allowance are accurately
deducted and entered into
Profit Reports.
• Keep track of customer
contracts and new
business deals such as one
time payments agreed to
in bid negotiations or
payments for equipment
placement
• Approve all customer
promotion deductions and
request reimbursement
from customers when
errors are encountered
Accounting
Accounting
•Accounts
Receivable
•Accounts Payable
•Human Resources
8. Purchasing
• Planogram
Specialist
• Item
Maintenance
Regina Pringle
Account
Manager
• Prepare Planogram Request Form
• Organize customer POS report to
see low performing items
• Prepare Pricing Report to review
all items allowed by customer
• Make recommendation to
discontinue items based on
performance
• Submit list of possible new items
• Make Recommendations for
Annual Promotions
• Add each brand on Promotion
into monthly Calendar
Set up UPCs in Sage Mas 200 Data Base
Complete customer new item forms
Set up items into customer portal
Import new items & pricing into data base
• Make recommendation for cost
changes
• Submit Pricing Information to
Purchasing for Planogram
changes
• Export Planograms from JDA/
Intactix Program to Excel
Review new planograms and
check for errors
• Assign UPCs to new items
• Submit forecast of new items
Purchasing
9. VP of
Operations
•Account
Management
•Field Service
•Sales
Regina Pringle
Account
Manager
• Learn & manage items in Customer Website Portals
• Complete Forms required by customers for item set up
• Submit Material Safety Data Sheets to WERCS website with chemical compositions
• Ensure product chemical compositions do not contain chemicals on Proposition 65 (Safe Drinking Water & Toxic Enforcement Act)
• Complete Customer Cost Spreadsheets. Ensure company GP for items sold are in line with company guideline standards. Make
cost change recommendations if vendor costs increase
Account Management
• Manage accuracy of incoming Purchase Orders through EDI, Electronic Data Exchange
₋ Import Purchase Orders into Sage Mas 200 Data Base; Transmit Advance Ship Notices from Sage Mas 200 to EDI
₋ Export invoices and transmit invoices in EDI; Troubleshoot EDI if errors are encountered
Field Service
• Use Outlook to maintain constant contact with
Field Service Supervisors and
Field Service Reps to understand
store changes
• Notify Supervisors & Reps about item
changes, new planograms, upcoming promotions,
service questions, new racks and equipment
Sales
• Track all incoming orders
• Watch for abnormalities in order
patterns
• Track & Monitor sales for low and
high performers
• Notify VP of Sales of order pattern
changes
• Speak with Buyers and Brokers
weekly about business
• Make recommendations for item
changes
• Monitor GP
• Make Cost Changes & Promotion
recommendation to boost sales