New Customer Profiling

If you don't recognise the caller, and they are not quickly found on orderwise, please answer these questions to establish what prices we can quote them. Most of key points they will often tell you right off.

Input Type

Enquiry Date

Entered By

Select or enter value

Lead Type

Select

Company

Name:

Interested in?

Postcode/Zip

Address, Town

Phone Number

You can normally get this off your phone display

Is it a stock profile/bestsellling product

If an end user, enquiries for stock profile products should go to the nearest dealer,

Select or enter value

End User or Reseller?*

Once you have found out if they are a reseller or an End User, go the relevant form questions

Select or enter value

Outcome of profiling call*

Where did they hear about us

Sales Area*

Select

END USER PROFILING QUESTIONS

Used HMT products before?

This is a better question than 'have you used us before' because it may show up if they buy through a dealer

Already deals with a stockist?

One off or Ongoing?

One-off's are better sent to dealer where possible. listen out for 'we use loads of this stuff' type comments in which case they may qualify as a TSA

Stockist nearby

Use the stockist map, then if it is a USER discuss the options available. Ideally they will already deal with one of these and be happy to buy off them

Company size

for a user, ask how many metalworkers for a reseller, how many reps or staff

Linkedin Profile link

Link to Instagram Account

Link to Facebook Account

DEALER PROFILING

What other cutting tool brands do you sell?

What is your current spend/volume on cutters/Magnet Drills

Are you interested in becoming a stockist?

Happy for rep to contact them for a meeting?

If they are not very close to an existing stockist and are happy to talk, cooperative and happy to meet with a rep, we can offer them -20%. If they are not cooperative and you feel there may be a conflict with other dealers, we can only offer 10% resale discount

Discount offered for initial order

Website

Any Notes

Note here if a USER mentions any potential new RESELLERS, or any other interesting comments

Send me a copy of my responses

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