The Einfo Advantage

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The E-info Advantage

• Gaining the competitive edge
• March 14, 2006

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Dan Doerner

• Former President of Taylor Made Digital Systems,
  Livermore, CA
• 22 Years in the office equipment industry
• E-automate customer since 2002
• Digital Gateway Senior Consultant Professional
  Services Division.

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What Does E-info Provide

• Internet access to your customers for all common
  customer services. Now your customers can order
  products, enter meter readings, enter service
  calls, check on orders, manage their equipment
  assets, review expenditures, view service
  history, view invoices orders, review service
  history, age their receivables, and more24/7!

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Advantages of e-info

• Save money internally by reducing administrative
  tasks
• Provide a unique position in the Sales Cycle
• Communicates more ease of use to customers

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Reduce administrative costs

• Allowing your customers to directly input service
  calls, supply orders and meter readings into
  E-automate through the e-info portal will reduce
  your cost of doing business.
• Inbound phone calls reduced. Substantial savings
  result if customers use an 800
• Customer service, contracts and dispatch
  operators do not have to manually input customer
  orders, meters or service calls.
• Online access to open invoices reduces collection
  calls and Speeds up payments.
• Entry errors are reduced.

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Enter orders for supplies

• Intuitive interface only shows the supplies
  specific to the equipment they have selected.
• Custom price levels show their specific pricing
  whether billable, under contract or major account
  pricing.
• Easily enable any supply item in your inventory
  to be available thru E-info.
• Order is automatically entered into your
  E-automate system.
• Order confirmation email automatically sent to
  the customer.

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Place service calls

• Easy selection and entry from customers own
  equipment list.
• System number and serial number automatically
  provided.
• Service call is automatically entered into your
  e-automate system.

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Enter meter readings

• System shows customers when meters are due.
• One click ease of entry.
• Meter parameters prohibit bad meter entry.
• E-agent Meter request can provide direct link to
  E-info

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Service history(can be enabled or disabled by
dealership)

• View service history
• Response times.
• Dispatch status
• Technicians name, arrival and departure time.
• Problem and solution.
• Usage history for each call

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Equipment/Contract Status

• On and off contract.
• Installation date.
• Contract or warranty expiration dates.
• Meter history.

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Current balance and account status

• View or reprint invoices online.
• View order status
• New, Picked, Shipped, Back ordered, Canceled, etc
• Order history.
• Account aging report

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The Goal

• Get your existing customers to use e-info
• Convert an existing customer service rep to an
  e-info marketer.
• Telemarketing your existing customer base and
  offer the E-info service

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E-info Marketer Job description

• Give existing Customers access to E-info
• Create, maintain and secure user names and
  passwords
• Train customers on features and functions.
• Establish customer access levels (service,
  supplies, history, meters etc)
• Equipment file
• Add new equipment
• Ensure customers equipment is at correct location
• Serial number and system number accuracy.

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E-info Marketer Job description

• Customer file.
• Bill to and ship to maintenance.
• Credit and terms.
• Assign and maintain customer custom pricing
  levels
• Maintain and update contacts, email, and phone
  numbers.
• Maintain and update customer type (major account,
  government etc)

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E-info Marketer Job description

• Item File
• Maintain Item descriptions
• Enable E-info items
• Maintain related supply items to the proper
  equipment.
• Enable and attach custom customer price levels to
  supply items.
• Add new supply items and price levels.
• E-info Orders
• Convert e-info orders to actual sales orders.
• Monitor No-charge supply orders to equipment
  usage.
• Get meter readings for no charge supply orders
• Print Picking tickets to warehouse

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E-info Marketer Job description

• New Supply orders
• Sell additional items
• E-info is door opener
• Add new equipment to Customers file.
• Add new items and price levels
• Traditional supply sales.

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E-info Marketer Compensation plan

• Based on customers usage of E-info
• Example
• Billable orders
• Percent of GP
• Non Billable Orders
• 50-100 E-info orders per month ( each)
• 100 E-info orders per month ( each)
• Service Calls
• 50-100 E-info service calls per month ( each)
• 100 E-info service calls per month ( each)

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E-info Marketer Results

• In the first 30 days At Taylor Made our E-info
  Marketing program resulted in approximately 150
  new sign ups.
• Recorded over 200 logins.
• 50 service calls placed in E-info
• Averaged 10 E-info supply orders per week.
• Over 35 Online Meter readings in the first month.

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E-info Marketer Training

• Digital Gateway can provide a comprehensive
  training package to the individual you select for
  this position
• Contact DGI for additional information.

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The Sales Presentation

• E-info gives your sales team an advantage over
  your competition.
• In todays competitive marketplace the difference
  between the products of Ricoh, Canon, Sharp,
  Xerox, etc. is very minimal. They all do
  basically the same thing. Copy, Print, Scan, and
  Fax.
• Most dealers offer fast response time i.e. 4
  hours
• Many offer satisfaction guarantees and or service
  guarantees.
• They all have Knowledgeable sales reps, trained
  technicians etc. etc. etc.

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Why Should They Buy From YOU!!!

• What does your dealership bring to the table that
  the others dont?
• What makes you different?
• What Value Add can you offer?

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The Answer is
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The Value adds E-info brings

• Easy to do business with
• Accurate Billing and Shipping
• Investment in Technology
• Verifiable proof of Service Commitment

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Incorporate E-info capabilities into Bids

• Taylor Made was awarded a 300K order from a
  large public utility because of the online
  capabilities of E-info. The customer actually
  listed many of the features of E-info in the bid
  in addition to the requirements of the equipment.

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Make your company easy to do business with.

• Service
• Supply Sales
• Meter Reading
• Account Status and History
• Commitment tracking

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