GreatVines National Account Authorizations and Mandates

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February 13, 2012 · by Jim Thompson · General

Welcome to the first in a new series of website posts dedicated to cutting-edge new features of GreatVines and Force.com in 2012. Hopefully by now you are already aware of and utilizing our new “Account Call” capability, affectionately referred to as the “Mega Call”. This significant upgrade in 2011 allowed GreatVines users and managers to log visits, tasks, update objectives plus log any relevant brand activation and visibility data gathered during the visit, such as Tastings, Events, Wine and Cocktail Menu Placements, Off-Premise Displays and much more. This new single page reduced¬†unnecessary¬†clicks and page loading by 200 to 300% per visit.

Up next in our first Spring 2012 release is the much anticipated National Account Authorizations module. Building upon the flexibility and configurability of “Mega Call” this new feature lets Key Account users who focus at the National, Regional and Chain level to log product “Authorizations”. In most Suppliers, these take on many forms and names such as “Distribution”, “Mandates” or even simply “Programs”. We use the example internally of selling in a “Drink Feature” at a chain like TGI Fridays. Each customer can drive the data they wish to gather including Authorization or Mandate type, approval status, start and end date, plus very specific data about each “Placement” type such as Backbar, Menu or Limited Time Offer.

Example Distribution Grid

This feature is typically enabled only on “Chain HQ” pages within GreatVines, although it can support any valid Account Type including Distributors and Retailers. Support is included for Chain “Objectives” which result in new Authorizations, combining current, expiring and targeted placements into a single report or grid. Once these multiple authorizations are logged across all of the Chain accounts, users can quickly generate a grid, export into Excel or Email a summary of the data to selected Contacts.

This powerful new module of GreatVines will require your team to perform a quick review and update of your applicable Labels and Items, as most customers may want to limit the “Products” available to the Authorization module. And as previously mentioned, your Administrator can rename virtually all the descriptors on the Authorization pages and emails into terms that you choose!

Please work with your System Administrator to review whether this new Module should be activated in your GreatVines Account, and let us know what you think of this great new capability!

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