Procedure for New Supplier Accounts

New Supplier Accounts Integrations sends Customer Support a request when a new supplier goes Live. Customer Support contacts the supplier to introduce them to VisionWeb and to assist with the validation process. Before the Call: 1. Add the lab contact to the CS Tool under Customer Service contacts. Here you will add their name, type of contact ? Validations or Primary, email address, and create a username and password. Items to Cover in the Call: 1. Explain how the validation process works ? discuss how the ECP needs to be registered on VW.com first then send a request to add the lab as a supplier by going to the ?Add a Supplier? function and completing the account information on the form then submitting it. 2. Explain that we inform ECP?s that normally the requests are responded to within 48 hours 3. Explain how the lab will receive the validation request via email. There is a link on the email they can click which brings them to the validation website, www.visionweb.com/validation. Provide the contact with their login information. 4. Ask if there will be any other personnel at the lab that will be approving validations. If there are additional contacts, add those contacts to the CS Tool. 5. Offer training for the lab contacts so they can see how VW works from a provider?s perspective. Suggest YouTube videos, instruction pages, or offer a demo. 6. Explain that VW integrates with several PMS?s, some of which are supported by our Integrations team. They can refer customers with any questions on integrations to us. Provide the lab with our Customer Support number before closing the call. After the Call: Verify in SF: 1. Account created 2. Contacts added 3. Opportunity ? Supplier is ?Closed Won? 4. Call is logged 5. Attach email from Integrations that the ?Supplier is Now Live? to the lab Account 6. Reply to Integrations' email and attach the responding email to the Lab Account in SF. Jenifer with Integrations will create the Catalog Opportunities.