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Distributing Ad Hoc Sales Materials

edited Nov 22, 2019 10:32AM in CRM 5 comments

I'm a new user seeking advice on the best method of sending sales materials to companies that contact us without previous solicitation (i.e., not tied to a marketing event). We are a wholesale apparel company dealing only B2B and have a need to distribute industry-standard materials to those that show interest in purchasing our products. These materials are:

[LIST]
Welcome Letter
Product Line Sheet
Company Brochure
New Customer Form
Order Form[/LIST]

I'd like to be able to track this both from a distribution perspective, but also an inventory perspective (materials must be professionally printed). I thought I would create Items for each of the above and have our sales reps create a "Sales Order" at $0.00 that would then be assembled and fulfilled by our mail clerk.

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