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Section 02 - Inside Sales, LBM (Manager)Section 02 - Inside Sales, LBM (Manager)

1.    Opening/Startup Procedures

You will shadow a local SME who will provide you with an overview on daily opening/start up procedures including but not limited to:

  • Facility/structure opening procedures
  • PC start up and program check
  • Retrieve and process faxed in orders
  • Review daily sales – territory
  • Team meeting/objectives
  • Review delivery schedule (white board)
  • Review incoming inventory
  • Review call list promotions
  • Review special offerings

 

2.    Review & e-Learn

a)      As practical you will review with your direct supervisor the previous sections, activities and reading assignments

b)     You will complete the following e-Lessons/videos while referring to the associated reference guide:

3.    Salesforce Lesson 1 – Overview (Customizing Your Home Page)

a)      A local SME will provide you with an overview of Salesforce and demonstrate how to:

  • Access Salesforce
  • Customize your Home Page (personal profile, top tabs, and dashboard)

b)     You will simultaneously refer to SOP SF 1.1 Customizing Your Home Page – My profile, Top Tabs & Dashboard

c)      You will complete e-Lesson, Introduction to Salesforce - Customizing You Home Page 10.1(10 Min.)

 

4.    Training & Development Part 2 - Manager Functions

a)      A local SME will demonstrate how to:

 

  • Download a job specific training program
  • Enroll your direct reports into a course
  • Track training compliance (reporting)

 

b)     You will simultaneously refer to:

5.    Product Knowledge DuPont Tyvek Products

a)      To access and study Tyvek products, click here

b)     To access and study Tyvek product summary sheet, click here

c)      Master all knowledge including the brand/company description, products, features, and all resources  

d)     As practical, locate/inspect the above-mentioned product(s) in one of our warehouses

 

6.    Infor CSD TEST – Account Activation

a)      You will receive via email logon credentials to access Infor CSD Test Platform

b)     As scheduled by your direct supervisor you will work with an assigned SME and or contemporary who will provide you with an overview of the ERP and demonstrate how to:

  • Access the CSD interface while you reference, SOP IN 10.1 – CSD Account Activation and Access
  • Navigate the user interface
  • Access Smart Help - embedded documentation (the SOP’s) and training simulations
  • Utilize search features – product, customer, sales order

7.    Infor CSD Recorded Training Seminars

Please view the following seminars:

 

8.    Communication Basics - Part 1

You will complete e-Lesson Communication Basics 10.1 where you’ll learn how to develop your professional presence, body language and verbal skills.

Estimated Length: 8 hour(s)

Lessons

Name View Schedule
Online Lesson1. Construction Knowledge 10.1 Moisture Management -
Online Lesson2. Construction Knowledge 10.2 Exterior Cladding -
Online Lesson3. Construction Knowledge 10.3 Insulation -
Online Lesson4. Building Science - Energy Basics, Thermal Comfort 11.1 -
Online Lesson5. Introduction to Salesforce - Customizing Your Home Page - My Profile, Top Tabs & Dashboard 10.1 -
Online Lesson6. Communication Basics 10.1 -
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