WELCOME TO BOXMARK!

PRINT, MARKETING, WEB SERVICES, DESIGN, PROMOTIONAL APPAREL.

CRM US & ORDER PROCESS

To log in go to this link:

https://boxmarkcrm.bitrix24.com

“you will be provided with user email and password”

REGISTERING YOUR LEADS:

  • Log in to our crm via: www.Zoho.Com
  • Enter your lead manually filling out required fields

WHO IS A LEAD?  

  • An owner you spoke with
  • You determined what his/her needs are
  • You established a time frame of purchase (soon or in the future)
  • Has A genuine interest in a specific of multiple products
  • Schedule any calls for reminders if necessary under the activities section in your lead’s profile
  • Goal is to get 2-3 leads per hour

CONVERTING A LEAD INTO A POTENTIAL

*Convert a lead into an account and potential by clicking on upper right on convert in lead’s profile.

  • WHO IS A POTENTIAL?
    • An owner you spoke with
    • You determined what his/her needs are
    • You established a time frame of

          purchase (soon or in the future)

    • Lead agreed to the pricing
    • Lead set purchase/call back date
  • Enter potential name [potential name=product(s) quoted]: Example: 5,000 Postcards
  • Enter potential dollar amount: Total cost quoted to clientClosing date: Date agreed for a call back to finalize the deal
  • Goal is to get 4-6 potentials entered per day these will guarantee you 1-2 sales daily

REGISTRERING A SALE:

1. ORDER DETAILS

  -Customer name, phone, address, email

  -Item, size, paper type, color options, coating, finishing, & quantity.

  -Design fee or no design fee

2. PAYMENT INFORMATION

–Order total and payment amount (we require all orders paid in full)

–Address: numbers, street, city, state, zip code.

–Credit card number

–Expiration date

–Security code on back of card (3 digits)

–Billing zip code for credit card

3. EMAIL SALE INFORMATION TO:

orders@myboxmark.com

–All information from step 1 and 2

–Email subject: new order: client name

*****Manager will process payment and send confirmation invoice to client****

ORDER PROCESS

WHAT CLIENT SHOULD EXPECT?

1) Order payment received

2) Art department will send client confirmation and communicate with the client regarding his artwork.

3) Email with artwork will be sent and revisions received.

There are no minimum changes to the proofing process. We would like you to be happy with your finished order. So, there may be some back and forth during the proofing process to refine the design.

5) once you approve the design, it will be moved into the production line-up. (No further changes can be made at this point.)

6) once production is finished, the material is shipped via ups or fedex to your preferred shipping address.

TIME FRAMES

Design Timeframe 1-2 Days

Print Timeframe 4-7 Days

Shipping Timeframe 2-3 Days

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