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SALES RESOURCES

Links to all the forms, portals, and pages you need in one place. Contact Sales Operations (Ana) if notice anything is missing.


October 21
Contracts List and Details
Contracts

Come together live everyday to chat, interact and make Entertainment Together.

October 21
Contracts by State
Contracts

Links to Google Slide presentation that has all of the contracts broken up by state. 

October 21
RFP Submission
Bids

Links to the Responsive Form. You might have to be logged in to responsive to submit.

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AUE Dates
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Consignment Inventory
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Contracts List
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Current Channel Chrome Availability
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Empower+ Approved List
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Expense Reports
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OEM Rep Review
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First Time Trade Show
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Repair Turnaround
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Reserve Request Form
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RFP Submission
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Professional Development
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Trade Show Board
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Travel Request Form
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Tech Unwreck Apple Pricing
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Supplier Page
Production Schedule
Production Schedule
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Supplier Page

Links to the Supplier Page site. Go here for all information about our Suppliers, OEMs etc. 

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Production Schedule

Links to the Production Schedule Calendar in Monday.com

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Netsuite Line Item Statuses

Links to PDF explaining what each line item status means in Netsuite. 

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AUE Dates

Links to the Google Help site page with all updated dates.

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VT Focus List

Links to a spreadsheet. 

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Apple Repair Pricing

Links to the Apple Pricing document.

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Contracts List and Details
Links to the Google Sheet Contracts list.
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Contracts by State

Links to Google Slide presentation that has all of the contracts broken up by state. 

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Bid and Contract SOPs
-Bid Approval SOP - 2025
-Threshold Contracts SOP
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Vivacity RFP/Bid Template

Links to Google Doc, you can make a copy of this or download it and send it to your customer.

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First Time Trade Show

Links to a Google Doc. 

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Trade Show Board

Links to Monday.com board. 

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On-Site Project Request

Links to the Monday.com on-site request form. 

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On-Site Services Resources

Likes to the Google Shared Drive. The On-Site request form is still a separate card on the Sales Resources page. 

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Vivacity Territory Maps

Links to Google Slides, click FILE, DOWNLOAD, PDF to download the current maps. 

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Identity of Territory Maps

Broken up by Teams, what should you be working on each month?

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Demo Tracking 2024

Track device demos, see where they are and if they are available. 

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Donation Request

Links to Google Form. 

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Marketing Request Form

Use this to request anything from the marketing team that is needed for already approved travel. Links to Monday.com Form. 

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New Customer Doc

Updated monthly, please note all tabs. Links to the Google Sheet.

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Acer Deal Reg

Links to Monday.com Form.

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Chrome Device Guide - Google

Links to the Vivacity website, scroll down to answer questions about customer needs. 

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Help Desk Ticket

Links to Help Desk Tickets, which are also in UKG under "Process Approvals".

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Sole Source Letter

Goes to Sole Source Letter in Google Drive. 

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Sales SOPs

General SOPs:
-Find Tracking Info for SOs
-B2B Account Setup Notes
-Probability Definitions
-Hubspot SOPs

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Vivacity Price List

See the "Master List" tab for all updated Vivacity Pricing. 

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Dream Resources

Links to Google Drive "Dream Resources" folder

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V Suite Release

Links to Sales Documents shared drive. The folder has all one pagers, scripts and documentation. 

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Who To Go To: P&L Edition

Links to Google Sheet. Who do you go to on the Planning and Logistics team?

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Production Packet

ALWAYS CC production@vivacitytech.com when you send this doc to customers.
This is a fillable PDF, if you download it and send that to your customer it will be fillable for them. 

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Gemini for Google Workspace

Links to the folder in the Sales Documents Google Drive. 

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Google Workspace for Education

Links to folder in the Sales Documents Shared Drive.

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ChromeOS, Chromebook Plus, and More

All things Google!

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Current SPIFFs

Links to a Google Sheet with all current spiff details. Contact sales leaders if you see something that needs to be updated. 

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Create Deal + Quote Request

This form creates a Deal and sends a Quote Request to the SA team. Please make sure your notes are accurate to all you need in the Quote. 

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Create Deal ONLY

This form creates a Deal Only - does not send any requests. 

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Google MDF Proof of Executive

Google MDF Proof of Executive

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LOI Template

Links to the Google Doc template - please make a copy. 

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Request Customer Appreciation Event

Takes you to a Google Form that will route to Melissa Pierce after entry. 

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Production Packet Talk Track

How do you talk to your customer about the production packet?

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Customer Onsite Visit Request Form

ONLY fill out this form if you are requesting to pick up items more than 48 hours in advance. 
Requests within 48 hours need to go through your manager.