Retailer Portal Training

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Getting Started

Accounts & Contacts

Marketing Resources

Managing Leads

Help & Support

Overview

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> Create a Salesforce.com Shortcut

• Go to:FileSendShortcut to Desktop

• Add to Favorites

Getting Started: Accessing SalesForce

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•Passwords must be at least 5 alpha and/or numeric characters and are case sensitive

• Remember to check the “Remember me” icon

•Passwords never expire

Getting Started: Login/Password Rules

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Record Search

Counter Partners Redemption

Surfaces Website

Marketing Resources

Leads

Retailer Toolkit

Getting Started: Home Page Components

Accounts

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A Lead is a prospect that has expressed an interest in DuPont Products

An Account is your Retailer or Retailer-Fabricator record that stores information such as your address and phone number

A Contact is an individual associated with your account

Gives access to national advertising, customizable materials, advice from DuPont experts, documents and photography

Contains documents such as Retailer & PR newsletters, surfaces comparison table and the counter partners redemption form

Getting Started: Understanding Key Terminology

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What Can I See?

1. Home

2. Marketing Resources

3. My Account (includes CPP and showroom display info)

4. My Leads

5. My Contacts

6. My Registrations (Fab only)

7. Documents

What Can I Edit?

Any Record I own or have been granted permission to edit (e.g. my

Account Record, my contact record, my lead records and my registrations (Fab

only)

Summary: What can I see & edit?

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Selecting All Accounts from the

View menu will Place your Account record on the Account home

page permanently

Accessing your Account Profile

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Counter Partner Points

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Showroom Displays

Scroll down on your Account Profile page to access info about Showroom Displays

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Selecting All Contacts from the View menu

will Place your Contact records on the Contact home page permanently

Accessing your Contacts

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Accessing Marketing Resources

Click here

Log on to SalesForce.com and click on Marketing Resources Tab

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Marketing Resources: Key Components

Countertops 1-2-3

Materials

Communicate with DuPont

Promotional Material including National

AdvertisingCounter Partner

Materials

100+ PhotographsDocuments such as Counter Partner

Redemption Form, Displays and Literature available for order etc

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Marketing Resources: Ask the Expert

To read a topic, click on it

To search topics, click here

To access saved favorite topics, click

here

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Marketing Resources: Downloading files

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Marketing Resources: Customizing Materials

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Marketing Resources: Photo Gallery

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Marketing Resources: Video Clips

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Marketing Resources: Document Gallery

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Once you have located a Lead on the Leads home page, click the Lead name to

display detailed information

Managing Leads - Lead Detail

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Make sure to update the Lead

Status as you work to win their

business

Managing Leads – Lead Status

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Help & Support•For issues/concerns, please contact the Retailer Channel Office: 800-230-8524

•To share feedback, please use Ask the Expert in Marketing Resources and share your comments under the topic “Please rate the Retailer Portal”

Please Note: There will be a separate training available for fabricators who are new to entering warranty registrations

Additional training, once you have had the opportunity to explore the retailer portal, will also be available at the following times:

• Every Thursday, beginning November 1 through 30, from 2-3 pm (EST) • Every Tuesday, starting Nov 6 through 30, 11-12 pm (EST)