BEO Batch & Change Log Best Practice
Job aid on how to prep a BEO batch for distribution within Delphi.fdc, as well as how to run the Change Log.
Event Stages: PRE-EVENT
Filters 1: BEO & OPS Detailing
Filters 2: Commercial
OWNERs: Commercial
Touchpoints: BEO & OPS DETAILING
GM&E Sales to GM&E Planning Handover Check List
Supporting checklist to ensure you have All the key information to start Planning the event
Event Stages: PRE-EVENT
Filters 1: Planning
Filters 2: Commercial
OWNERs: Commercial
Tags 1: planning
Tags 2: checklist
Tags 3: handover
Touchpoints: PLANNING
Tag 4: transmission
Final Planning Call Check List
Supporting checklist to ensure you have All the key information to build your BEO and prepare the group’s arrival in the most efficient way
Event Stages: PRE-EVENT
Filters 1: Planning
Filters 2: Commercial
OWNERs: Commercial
Tags 1: planning
Tags 2: BEO
Tags 3: checklist
Touchpoints: PLANNING
Tag 4: group arrival
Manage E-Sertify for Users-Delphi.fdc
Job Aid supporting the use of Sertifi with Delphi.fdc
Event Stages: PRE-EVENT
Filters 1: Contracting & Signing
Filters 2: Commercial
Filters 3: Job Aid
OWNERs: Commercial
Tags 1: electronic signature
Tags 2: electronic contracting
Tags 3: Delphi.fdc
Touchpoints: CONTRACTING & SIGNING
Tag 4: integration
Option Management Job aid
Key principles of effective strategic option management
Event Stages: PRE-EVENT
Filters 1: Negotiation & Upselling
Filters 2: Commercial
OWNERs: Commercial
Tags 1: option
Tags 2: management
Tags 3: strategic
Touchpoints: NEGOTIATION & UPSELLING
Conversion Check-list
Key daily, weekly and monthly tasks to ensure an effective approach to conversion
Event Stages: PRE-EVENT
Filters 1: Negotiation & Upselling
Filters 2: Commercial
OWNERs: Commercial
Tags 1: conversion
Tags 2: checklist
Tags 3: weekly
Touchpoints: NEGOTIATION & UPSELLING
Tag 4: monthly
GRO Job Aid
GRO, our Global Revenue Optimization system, in this document will support you to get access to GRO.
Event Stages: PRE-EVENT
Filters 1: Pricing & Proposal
Filters 2: Commercial
Filters 3: Job Aid
OWNERs: Commercial
Tags 1: Pricing
Tags 2: GRO
Tags 3: Manual
Touchpoints: PRICING & SENDING PROPOSAL
