Get Quote and CSP Contract approved, and set up customer with the full CSP
- Confirm CSP pricing with the customer. If pricing needs to be adjusted (e.g., a rebate, guarantee or other incentives to the default pricing), you must have written approval from Sales Leaders, Finance, and Marketing
- Provide customer with a formal quote using the CSP Proposal Generation Tool
- Start the contracting process, once the customer approves the quote
- Submit Contract Generation Form (3-5 business days for contract generation). If there are guarantees included, please inform Marketing
- Submit the contract to the customer, allowing for time to negotiate as needed. If there are any concerns, guarantees and/or redlines, reach out to your RSM and work with Legal and Marketing as needed
- Execute agreement with customer. Once signed, send a scan for the agreement to EnCompassSupport@ecolab.com. Title the scanned agreement with the naming convention as “[Customer Name]_CSP Full Service Agreement”
- Prepare to work with Encompass Support team (EnCompassSupport@ecolab.com) to arrange for washer indicators and holders delivery, in the interim, until the CSP contract is signed and routine products supply becomes effective
- Set up New Account, if applicable. Receieve account number by calling Customer Service.
- Use the EnCompass Account Set Up Form to initiate ordering and quarterly delivery of all Washer Process Monitoring items
- Set up chemical product ordering, If applicable. Preferably work with distributor to order. Otherwise, call Customer Service to order
- Meet with Materials Manager of the customer to discuss transition plan or return of competitive products.
- Follow the CSP Implementation Guide, as the best practice for full CSP implementation
- Review the implementation process and estimated timeline with your Champion
- Have any customer accounts/POs ready and coordinate with marketing and Finance, as needed