CLOSING BUSINESS

Before the Demo

1. Review Pricing.
2. Need help with a demo? Contact Meghan Curtin /a> at 518.691.0071 x 162.
3. Visit the Sales Tools section on the Sales Portal.

Customer Wants to Purchase CASHnet Email Marketing Powered by Informz

1. CASHNet rep provides Informz proposal to client.
2. CASHNet rep puts in request with Pegy McNamara to draft contract and order form
3. Any request for change to the Informz Contract should go through Meghan.
4. Peggy will administer the Informz Sales Order Form and Contract for client. The customer signs the Informz Sales Order Form, which states that they agree to the terms of the Contract. There is no signature required on the Contract.
5. Upon completion, Peggy processes the sale at CASHNet and sends the signed sales order form to Informz. CASHNet bills the customer directly. Informz beings set up of the client. A client can expect a 3 week set up time with Informz.

They've Signed, Now What?

Click here to access our online set up process.