At a busy market event, the speed at which you can collect, organize, and follow up makes a MASSIVE difference. SuperCat Solutions can be your secret weapon — if you plan ahead!
Table of Contents
| 1. User Accounts and Permissions | |
|---|---|
| 2. Product and Market Content | |
| 3. Sales Materials and Tools in eCat | |
| 4. Training and Testing |
1. 🛠️ User Accounts and Permissions #
- Verify all rep accounts are active.
- Have reps test logins before the show.
- Assign proper permissions for customer capture, order entry, and product access.
- Create custom user groups by market and assign reps accordingly to ensure proper access to relevant customers and products.
- Confirm reps can access their customers, products, and required lists.
🔗 User Groups
💡Why this matters: Ensures every rep can operate independently and effectively without technical delays at the show.
2. 🛍️ Product and Market Content #
- Ensure the product catalog is updated with your latest products, pricing newest items.
🔗eCat Product File Overview
Tip: Check your Import Status Report for any erroneous line items that may have occurred during the upload of your product file.
- Set up a Digital Product Showroom (flipbooks) for quick access to digital catalogs, spec sheets, and pricing to show prospects instantly.
🔗Link and set up your digital flipbook
- Upload event-specific playbooks (event schedule, showroom maps, demo tips, scripts) to the Resource Library.
🔗Resource Library
- Link Related Items to boost cross-selling.
🔗Linking related items
💡Why this matters: Makes it easy for reps to showcase products, tell compelling stories, and cross-sell seamlessly — without bulky brochures!
3. 📈 Sales Materials and Tools in eCat #
- Create Smart Lists to engage pre-market sales and to boost cross-selling or promotions.
🔗Set up your Smart List.
- Empower reps to build customized lists (My Lists) filled with each customer's favorites and "maybes," then wow them by sending personalized presentations before market day!
🔗Using Lists
- Set up Market Commitments (e.g., “High Point Pre-Orders”) to capture early buyer interest.
🔗Setting up market commitments
- Build Kits for bundled products to simplify and boost sales. (This feature enables grouping sets of individual items ('components') that may or must be sold together into 'kits').
🔗How to set up Kitting
- Use Group Scanning to quickly access and order related product variations, saving showroom space and speeding up the ordering process.
🔗Group Scanning
🔗Scanning orders with eCat
Note: You will need to buy your own scanner and pair it to the respective iPad in use (for an example of scanners, see here and here).
Tip: Remember to charge & test your scanner before the time to ensure it is operational. See here for testing your scanner.
- Set up Sharing Orders feature for handing off orders between reps. (Handing off or sharing orders between reps in busy showrooms may be necessary for one rep to 'hand off' an order in progress to another rep when another customer comes in).
🔗Sharing Orders
- Integrate with SuperCats payment solutions for fast order fulfillment.
🔗Credit card support & Payment gateway integrations
💡Why this matters: Streamlines the ordering process, maximizes booth efficiency and ensures buyers leave with a great experience.
4. 🎓 Training and Testing #
- Run a mini training session covering:
- Capturing customers
- Quickly presenting products
- Processing market commitments
- Conduct simulated test orders to practice the entire customer flow.
- Encourage reps to walk through placing a fake order to ensure they understand the process.
- FAQ Guide:
- Distribute a short FAQ covering common issues (password reset, syncing errors, finding new product files, etc.).
- Distribute a short FAQ covering common issues (password reset, syncing errors, finding new product files, etc.).
💡Why this matters: Boosts reps’ confidence, sharpens execution and minimizes mistakes during live customer interactions.
⏭️ What’s Next?
Gear up for "On-the-Day Prep" — your blueprint for crushing market day success! 🚀