Deploy - Hardware Coupon Codes
This article explains how to identify when a client has a hardware coupon and how to deploy it once initial payment has been received:
Identifying Hardware Coupon Clients in Zoho CRM
1. Login to Zoho CRM
2. Navigate to Reports > Hardware Bundle Customers
3. Open the Hardware Coupon Tracker spreadsheet on Sharepoint
4. Put the salesperson/client name/invoice number against the next active coupon code
5. Check the relevant Zoho invoice to see if FULL payment has been successfully applied against invoice
6. When payment received confirm this in spreadsheet and proceed to next step
Zendesk - Sending the email
1. Add a new ticket
2. Add the email address for the contact on the solutions agreement and cc the relevant Salesperson
3. Select the macro Implementation > Hardware Coupon Code
4. Replace [INSERT COUPON CODE] with the coupon code from the Excel spreadsheet
5. Submit the ticket as Solved
6. Add note into clients Zoho CRM record to state that HW coupon has been sent and reference the Zendesk ticket number
7. When client redeems the coupon with Cash Register Warehouse (CRW) we will receive an invoice from CRW. Document this CRW invoice number & date against the relevant coupon code in the Hardware Coupon Tracker spreadsheet on Sharepoint