1.Sales Guides, Product & Marketing Material & Helpful SOP’s
General SEKO Ecommerce Box Folder
Sales Process Bible:
Marketing & Product Materials
Ideal Customer Profiles
Pre-Sales Guide
Product Packs & Information
SEKO eCommerce Onboarding Workflow
2. ONBOARDING: ALL Required Documentation and Onboarding Forms must be uploaded in SalesForce by the Sales Rep.
https://forms.zohopublic.com/sekoomnichannellogistics/form/CustomerImplementationQuestionnaire/formperma/WYc6VcMiqIHY6VYzMrxh8dssrQzOR9TlgYWXOru0ksk Completed by either the Client or the Sales Rep.
Approved Credit Application
https://seko.box.com/s/ypnqe1hym57ith8roeeiajp4ajiu477k w/ approved credit amountApproved Known Shipper Check:
https://seko.box.com/s/xbgysb0px70jmnomopu3okk93ju7j0t5ACH & Payment Details:
https://seko.box.com/s/k4d840jhtqct3fvieorwld2x9kr3pxt2Signed NDA:
https://seko.box.com/s/0kuzdf4hr7ik5r518b9poz49zvl1heulCopy of Rate Card with Desired Margin Percentages; Global Cost Models for all SEKO Ecommerce Products can be found using the following Box Link:
Please upload all other Files or Contracts such as MSA, LOI’s, T&C’s into SalesForce under Files Tab for the customer.
NOTE: Once all files have been completed and properly uploaded into SalesForce please email Jackie Choumas at Jackie.choumas@sekologistics.com for information on next steps such as OmniParcel account setup and testing.
**Failure to Complete ANY of the required documents will delay the onboarding process. For questions regarding U.S. client onboarding please email Jackie Choumas at jackie.choumas@sekologistics.com
3.Pre-Go-Live Phase: Send to clients BEFORE 1st Shipment
Welcome to SEKO Retailer Starter Pack:
https://www.sekologistics.com/au/welcome-to-seko/Customer Service Portal:
https://omnianza.zendesk.com/hc/en-au/requests/newOmni IT Support Help Desk:
https://seko.atlassian.net/servicedesk/customer/portal/31/group/95
For more information on navigating the Omni IT Support Helpdesk please use the following link:
OmniSupport Ticket Self-ManagementAPI Details for Client IT Support & Troubleshooting
https://helpdesk.omniparcel.com/api-docs/parameters-of-api/Retailer Support Center:
https://seko.atlassian.net/wiki/spaces/RSC
4. Go-Live & Hypercare
Go-Live Scheduling
Billing Notice
Reporting
Service Performance Monitoring Period
Billing
Add Comment