Handling Feedback Form | Support Advacarepharma

Getting started with an FF (Feedback Form)

The Sales & Marketing Feedback Form is a document sent to the distributor for each order 3 months after the shipment has departed. Based on the comments and suggestions, we will adjust product specifications, packaging, design and any other factors to better meet the demands of the distributor’s market.

• Feedback Form provides feedback on the products ordered and the promotional materials sent with the order.

How to set a Calendar Event

1. Create a calendar event 3 months after the shipment departed

2. Subject: SOXXXX – XXX – Sales & Marketing Feedback Form

3. Attendees: Salesperson, AM Manager, Sales Director, Customer

4. Task: link the event with the SO#

5. Reminder: must set a reminder time (15 min is enough)

How to create and send a Feedback Form

1. Find the Feedback Form in the AdvaCare Distributors Cloud Server → Distributor folder → CLIENT FEEDBACK.

2. Copy and paste the document in the same folder to keep the template.

3. Edit the file name 'XXXX' according to the Sales Order number this feedback form is for:

Example: AdvaCare ORDER 6122 - Sales & Marketing Feedback

4. Open the document and replace the 'XXXX' with the Sales Order number.

5. Under 'Product #', copy and paste each product name from the Sales Order:

6. Save the document.

7. Send to the Customer via email as follows:

CC: yeny.cho@advacarepharma.com
Email Subject: AdvaCare ORDER XXXX - Sales & Marketing Feedback
Canned Response: FEEDBACK FORM

Note: If the shipment of the order contained promotional product samples, the Feedback Form email has to contain the questions addressed to the samples and be mentioned in the email’s subject:

The questions may vary, however, the basic information to ask will be the following:

In addition to the above, please advise on [PRODUCT NAME] have been sent to you with this order shipment at the quantity of [XX boxes].

• Where has it been distributed to?

• Have you received feedback on it? Was the product appreciated by the customers?

• Are you planning on expanding your product range with [PRODUCT NAME]?

After Feedback Form is received from Customer

1. 1. When the distributor has sent back the document, Salesperson needs to save it in the same folder as it was created: AdvaCare Distributors Cloud Server → Distributor folder → CLIENT FEEDBACK.

Note: Keep following up with the Customer until the Feedback Form is received.

2. Send a task to Sales Manager, Sales Director and Marketing Manager in the chatter of Customer page to inform them the Feedback Form was received for SOXXX. Include the link of where the document is saved:

3. Use the information provided in the feedback form for client development, address complaints/issues, push the client for a reorder for products which have half of the stock left.