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History
Please furnish a brief company history. Include whether your company is a corporation, partnership, or sole proprietorship.
Please give details of the types of services offered by your company.
Territory Covered
Please describe state(s) and/or counties within state(s) served.
Market Segments Served
Please indicate the Market Segments/Business Types you serve by entering the estimated percentage of annual business for each.
Market Segment/Business Types Served
Estimated Percent of Annual Business
Parks
%
Public Schools
%
Private Schools
%
Municipalities
%
Developers
%
Churches
%
Day Care Centers
%
Landscape Architects
%
Recreational Facilities/Campgrounds
%
Other
%
Manufacturers Represented
Please list all manufacturers you represent, and include what type of product line they manufacture, if you are an exclusive representative for them, and your approximate annual order volume (rep cost).
Office Facilities
Please tell us about your office facilities, to include the location, if you have a toll-free number, and the kind of electronic data processing you use in your operations, contact management, and reporting.
Warehousing
Please indicate the size of your warehouse and your stocking options. If you do not have a warehouse or the ability to store product, please indicate “none”.
Personnel
Please give an overview of the people employed by your company, the total number, outside sales people, inside sales people, installers, and office/support personnel.
Key Personnel/Management Staff
Memberships
Please list professional/trade organizations to which your firm belongs (NRPA, NPCAI, ASLA, State Organizations, etc.)
Marketing Services
Please explain your quotation and proposal process.
Please describe your sales forecasting procedure.
Please indicate the methods used and frequency with which you monitor performance. Indicate whether or not you will advise the manufacturer of sales performance if requested.
Sales Promotion
Please give details regarding the methods you use to generate leads, including your direct-mail program. Please include the amount of people on your mailing list and how you categorize them (School, Municipalities, Park/Rec, Developers, Churches, Daycare, etc.). We would ask that you submit a copy of your own company mailer if you have one.
Please provide your web site address
www.
Please list all local Trade Shows you typically attend and the approximate month in which the show is held.
Please indicate whether or not you have your own catalog. Please also list other sales or promotional items your company utilizes or mails.
Visits by factory personnel
Please tell us your views regarding visits to your office and to end customers in your territory by manufacturer personnel (accompanied by you or your staff).
Compensation/benefits
Please explain your compensation/benefits program. Please include method of compensation (salary, straight commission, base and commission, or commission with a draw), type of incentive programs and frequency, profit sharing program, pension plan, employment contracts, reimbursement of salespeople’s expenses, insurance programs, and any other benefits you provide to your employees.
Sales Training
Please share what method or process you use to train your sales people. Indicate whether or not you will send your salespeople to factory and regional seminars, and the expenses your company would expect to incur in doing so.
Please list the types of training you provide to help your staff keep abreast of new areas of technology, and if you permit employees to further their education at company expense.
Territorial coverage
Please list your major accounts (by account, geographical area, or product line).
Please explain the way in which your salespeople are assigned (by account, geographical area, or product line).
Please provide the names and contact information of 3 of your major customers that we can contact for references regarding your service track record.
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Service
Please explain your company’s service capabilities to include installation capabilities, and if your salespeople perform minor service or customer education.
General Discussion/Expectations
What are the three most important things you expect from a manufacturer?
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2.
3.
What do you consider to be the three most important things you “bring to the table” as a rep firm?
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2.
3.
Additional Comments/Information
Please include any information that will help us better understand your goals and objectives as a company and any unique qualifications that you would bring to a relationship with BCI Burke Company. Please also include what dollar volume of Burke product you would expect your company to sell in its first 12 to 18 months with Burke.
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