SEKO Ecommerce Sales Process (FY 23)

1.Sales Guides, Product & Marketing Material & Helpful SOP’s

1. General SEKO Ecommerce Box Folder
   

2. Sales Process Bible:
   

4. Marketing & Product Materials

5. Ideal Customer Profiles

6. Pre-Sales Guide

7. Product Packs & Information

8. SEKO eCommerce Onboarding Workflow

2. ONBOARDING: ALL Required Documentation and Onboarding Forms must be uploaded in SalesForce by the Sales Rep.

1. https://forms.zohopublic.com/sekoomnichannellogistics/form/CustomerImplementationQuestionnaire/formperma/WYc6VcMiqIHY6VYzMrxh8dssrQzOR9TlgYWXOru0ksk Completed by either the Client or the Sales Rep.

2. Approved Credit Application
   https://seko.box.com/s/ypnqe1hym57ith8roeeiajp4ajiu477k w/ approved credit amount

3. Approved Known Shipper Check:
   https://seko.box.com/s/xbgysb0px70jmnomopu3okk93ju7j0t5

4. ACH & Payment Details:
   https://seko.box.com/s/k4d840jhtqct3fvieorwld2x9kr3pxt2

5. Signed NDA:
   https://seko.box.com/s/0kuzdf4hr7ik5r518b9poz49zvl1heul

6. Copy of Rate Card with Desired Margin Percentages; Global Cost Models for all SEKO Ecommerce Products can be found using the following Box Link:

7. 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

1. Welcome to SEKO Retailer Starter Pack:
   https://www.sekologistics.com/au/welcome-to-seko/

2. Customer Service Portal:
   https://omnianza.zendesk.com/hc/en-au/requests/new

3. Omni 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-Management

4. API Details for Client IT Support & Troubleshooting
   https://helpdesk.omniparcel.com/api-docs/parameters-of-api/

5. Retailer Support Center:
   https://seko.atlassian.net/wiki/spaces/RSC

4. Go-Live & Hypercare

1. Go-Live Scheduling

2. Billing Notice

3. Reporting

4. Service Performance Monitoring Period

5. Billing