Temp Tracker – Alliance DMS

Appointment Tracker

ID	User_ID	Campaign	Outside Salesman	Field Sales Manager	Company Name	Appointment Date	Rep Follow Up	Outcome	Notes	Reschedule Request	Category	Customer Type	Customer Number	Phone Number	Branch CS Number	Contact Name	Contact Title	Contact Phone	Contact Email	Address 1	Address 2	City	State	Zip	Zip 5	GeoCode	Default Shipping	SIC	Market Segment	Market Measure	Customer Potential	T6M Sales	TTM Sales	12 Month Trend	Other T6M Sales	Other TTM Sales	Other 12 Month Trend	Alliance Agent	Date Called	Appointment Time	Appointment Type	Buying Dry Wipes	Buying Restroom Paper	Buying Tork Restroom Paper	Scheduling Notes	Calling Rotation	Information Updated	Product_Interest	Call Notes	PrimaryID	ListID
ID	User_ID	Campaign	Outside Salesman	Field Sales Manager	Company Name	Appointment Date	Rep Follow Up	Outcome	Notes	Reschedule Request	Category	Customer Type	Customer Number	Phone Number	Branch CS Number	Contact Name	Contact Title	Contact Phone	Contact Email	Address 1	Address 2	City	State	Zip	Zip 5	GeoCode	Default Shipping	SIC	Market Segment	Market Measure	Customer Potential	T6M Sales	TTM Sales	12 Month Trend	Other T6M Sales	Other TTM Sales	Other 12 Month Trend	Alliance Agent	Date Called	Appointment Time	Appointment Type	Buying Dry Wipes	Buying Restroom Paper	Buying Tork Restroom Paper	Scheduling Notes	Calling Rotation	Information Updated	Product_Interest	Call Notes	PrimaryID	ListID
283	4	Gloves	Paul Zielsdorf	rsullivan@nasscoinc.com	IMPERIAL INDUSTRIES INC.	02/10/2021	False	No New Business Gained		False	Mfg-Metal	ACTIVE	47540	7153590200		Anne Oberbeck	Environmental Services		aoberbeck@imperialind.com	505 INDUSTRIAL PARK AVE-MOSINEE	P.O. BOX 1685	WAUSAU	WI	54402	54402	WAUSAU		3443	MANUFACTURING									Rosie Shea	02/05/2021	02:00 PM	Face To Face	False	False	False	Wednesday or Friday	2	False	Unknown	02/05- Spoke with Ann, she mentioned they use a variety of gloves for different applications, she is open to having Paul stop in, we scheduled onsite appointment for Wed. Feb 10 at 2 pm. Email provided, sent invite.	NSCO_GLV_ASMNT 3074	NSCO_GLV_ASMNT 11062020
284	29	Gloves	Steve Krueger	rsullivan@nasscoinc.com	WELLS NATURE VIEW-S.APPLE	02/08/2021	False	Moving Forward with New NonCampaign Product	Very little interest in Gloves, Buying Clown gloves from Dalco, Quoted Nassco Dish detergent vs Ecolab, also Attends but very little interest as residents provide there own pull ups. Quoted clown gloves. Left Nassco catalogs and proseries	False	Healthcare - Nursing Homes	ACTIVE	48610	7153847882		Patti Henney	Administrative Asst.		patti.henney@yahoo.com	2711 SOUTH APPLE		MARSHFIELD	WI	54449	54449	STEVENS POINT		8361	HEALTHCARE									Amanda Martin	02/05/2021	11:30 AM	Face To Face	False	False	False	Minimum 5 days notice	1	False	very little on gloves disc Nassco , attends Little interest quoted gloves and attends	Spoke to Patti Henney. She has a face to face appt. on Monday 02/08/2021 at 11:30 am. She would like to look at the different styles of gloves Nassco has to offer.	NSCO_GLV_ASMNT 1186	NSCO_GLV_ASMNT 11062020
285	9	Gloves	Chris Poulos	rsullivan@nasscoinc.com	BIRNAMWOOD VETERINARY CLINIC SC	02/11/2021	True	No New Business Gained	Spoke with Teresa and rescheduled face to face for Monday 2/8 at 11 am. Quoting vinyl and versafit.	False	Healthcare - Animal Services	ACTIVE	54449	7154492566		Teresa Matsche	Purchasting		birnvet@gmail.com	405 US HIGHWAY 45	P.O. BOX 156	BIRNAMWOOD	WI	54414	54414	GREEN BAY - NORTH		742	HEALTHCARE									Rosie Shea	02/05/2021	02:00 PM	Face To Face	False	False	False	Minimum 3 days notice	2	False	Interested	02/05- Spoke with Teresa, she is open to having Chris stop in anytime next week but Wednesday, she has a very busy schedule and would like a call prior to Chris coming, either the day before or same day before leaving. We scheduled onsite appointment for Thursday Feb.11 at 2 pm. She said they use the blue nitrile gloves at the moment. Email provided, sent invite.	NSCO_GLV_ASMNT 2420	NSCO_GLV_ASMNT 11062020
286	21	Gloves	Jim Wilke	rsullivan@nasscoinc.com	SAMUEL PRESSURE VESSEL GROUP	02/10/2021	True	Moving Forward with New NonCampaign Product	Spoke with Davene, using some gloves gave her a quote and spec sheets she will review, also discussed Wypall Wipers and quoted 05800 wipers	False	Mfg-Metal	ACTIVE	48016	7154535326		Daven Moon	Purchasing		daven.moon@samuel.com	1119A Bridge St		Tomahawk	WI	54487	54143	GREEN BAY - NORTH		3443	MANUFACTURING									Amanda Martin	02/05/2021	10:30 AM	Face To Face	True	False	False	Minimum 5 days notice	2	False	Unknown	Spoke to Daven Moon. She has a face to face appt. on Wed 02/10/2021 at 10:30 am. She would like to look at the different types of gloves Nassco has to offer.	NSCO_GLV_ASMNT 3129	NSCO_GLV_ASMNT 11062020
287	15	Gloves	Erica Pier	THiggins@nasscoinc.com	FIRST EVANGELICAL LUTHERAN SCHOOL	02/09/2021	True	No New Business Gained	Reached out the customer to move our meeting time since I had another meeting at the same time. At that time they said they did not want to make any changes and or move forward with Nassco.	False	Private Schools K-12	PROSPECT	39062	2622483374		Stephen Kamps	Principal		mrkamps@firstlutheranwels.org	1101 LOGAN ST		LAKE GENEVA	WI	53147	53147	MILW - SOUTH		8211-PVT	EDUCATION AND CHURCHES	48 Students	$1,200.00							Rosie Shea	02/05/2021	09:00 AM	Phone	False	False	False	Anytime	2	False	Unknown	02/05 - Spoke with Stephen, he is open to information and discussing gloves and pricing with Erica. Said next Tuesday morning would be best, scheduled phone appointment for Feb. 9 at 9 am. Email provided, invite sent.	NSCO_GLV_ASMNT 1826	NSCO_GLV_ASMNT 11062020
288	14	Gloves	Don Imhoff	rsullivan@nasscoinc.com	OMEGA METALS LLC	02/09/2021	True	Moving Forward with New NonCampaign Product	Unknown	False	Mfg-Metal	ACTIVE	60815	7156878102		Jeremiah Vanadhigh/ Brandon Kuyoth	Purchasing /Purchasing Manager		bkuyoth@laser-plate.com	212700 Laser Dr		STRATFORD	WI	54484	54484	WAUSAU		3443	MANUFACTURING									Amanda Martin	02/05/2021	11:30 AM	Face To Face	False	False	False	Thursday	2	False	Unknown	Spoke to Brandon Kuyoth, he over see the Purchasing department. He has schedules a face to face appt. for his purchasing partner Jeremiah Vandahigh to look at the different styles of gloves Nassco has to offer. The appt is set for Tues 02/09/2021 at 11:30 amBrandon was not sure how to spell Jeremiahs' last name.	NSCO_GLV_ASMNT 2927	NSCO_GLV_ASMNT 11062020
289	12	Gloves	Dennis Vavrik	kireland@nasscoinc.com	KENDALL PACKAGING CORPORATION	02/10/2021	False	Moving Forward with New NonCampaign Product	Carol was not in need of gloves as current supplier is working well. Showed interest in Floor care equipment. Meeting for specialist set for next week. MACHINE ON HOLD UNTIL JULY	False	Mfg-Misc Materials	ACTIVE	3063	9206743220		Carol Bergmann	Purchasing		carol.bergmann@kendallpkg.com	707 N Parkway	SUITE 200	Jefferson	WI	53549	53092	MILW - NORTH		3089	MANUFACTURING									Amanda Martin	02/05/2021	10:30 AM	Face To Face	False	False	False	Anytime	1	False	Unknown	Spoke to Carol Bergmann. She has a face to face appt. on Wed 02/10/2021 at 10:30 am. She would like to look at the different types of gloves that Nassco has to offer.	NSCO_GLV_ASMNT 214	NSCO_GLV_ASMNT 11062020
291	12	Gloves	Dennis Vavrik	kireland@nasscoinc.com	STRAUSS FEEDS	02/11/2021	False	Moving Forward w/Campaign Product	Quote has been sent for knit, flocked, and dot gloves.	False	Food Processing - Animal Food	ACTIVE	5477	9202617882		Trina Adkins	Purchasing		tadkins@straussfeeds.com	W7507 PROVIMI ROAD		WATERTOWN	WI	53098	53098	MILW - NORTHWEST		2048	FOOD PROCESSING									Rosie Shea	02/04/2021	03:00 PM	Phone	False	False	False	Anytime	2	False	Unknown	02/04- Spoke with Trina, they are not having anyone onsite and she is open to information and to speak with Dennis about our options of gloves and pricing. We scheduled a phone appointment for Thursday Feb 11 at 3 pm. Email provided, sent invite.	NSCO_GLV_ASMNT 1915	NSCO_GLV_ASMNT 11062020
293	17	Gloves	Fred Volker	rsullivan@nasscoinc.com	ST JOSEPHS SCHOOL / Holy Family School & Pari	02/09/2021	False	Moving Forward with New NonCampaign Product	will be going with Nassco, I have sent the new account form to her and will follow up to see where she is in that process. Going with full list of supplies including, paper, liners, hand hygiene and chemicals	False	Private Schools K-12	PROSPECT	33503	9204783221		Monica Jacobsen	Administrative Assistant		monica.jacobsen@holyfamily.info	205 MILWAUKEE ST	WARREN PETERSON	WATERLOO	WI	53594	53594	MILW - WEST		8211-PVT	EDUCATION AND CHURCHES	45 Students	$1,125.00							Rosie Shea	02/04/2021	09:00 AM	Face To Face	False	False	False	Minimum 3 days out	1	False	Unknown	02/04-Spoke with Monica, she recently took over the position, they had purchased gloves with a supplier but they sent only what they had left and not sure if it met their requirements. She would need to speak with her director to see what types of gloves they use, she is open to having Fred stop in next week and bring samples and discuss their needs. We scheduled onsite appointment for Tuesday Feb. 9 at 9 am. Verified address, they are a church and school together and Fred would need to go to the corner of the building where the intercom will be. Email provided, invite sent.	NSCO_GLV_ASMNT 1089	NSCO_GLV_ASMNT 11062020
294	18	Gloves	Jarrod Jensen	THiggins@nasscoinc.com	HARBOR HOUSE MENASHA AVENUE		False	Moving Forward with New NonCampaign Product	This is an Azura Memory care customer that I already manage. I have proposed both Vinyl and Versafit to their corporate office. They have pricing and samples	False	Healthcare - Intermediate Care	ACTIVE	2528	9206825744		Scott - only Thursdays	Maintenance		scott@azuramemory.com	3720 MENASHA AVENUE		MANITOWOC	WI	54220	54220	MARITIME COAST		8052	HEALTHCARE									Amanda Martin	02/04/2021		Face To Face	False	False	False	Anytime	1	False	Unknown	11/25- Spoke with Charmaine said it would be best to speak with Scott next week and to call the Sheboygan office he will be there all week.	NSCO_GLV_ASMNT 154	NSCO_GLV_ASMNT 11062020

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