DPO- Delayed Payment Option Process

DPO- Delayed Payment Option Process

  1. AE Creates a new opportunity or use an existing opportunity.
  2. Contact agrees to purchase using a DPO.
  3. AE fills out all information in the following sections of the DPO Form
    1. Customer Details
    2. Delayed Payment Option Details
      1. Effective Date of Agreement: date you are sending to contact
      2. Date we can expect PO: date that has been agreed upon between the AE and the contact.
        1. General Expectation for length of delay.
          1. For Q1 and Q2 Sales, the DPO is usually used to allow customers to get into the new budget cycle. PO expected soon after the school year starts. No later than September.
          2. For Q3 Sales, the DPO is usually used for Title One budgets which get released in October-December. 
      3. Amount of PO: should match the proposal amount
      4. Proposal/Quote Number: found in SF and Quote Document
      5. Reason for Delay: case-by-case, include details from contact
      6. Please email this form to: (AE email address)
  4. Send completed form to contact to sign and fill in Name, Title and Date.
  5. Send/resend quote along with DPO to contact.
  6. Get signed DPO back from contact.
  7. Send signed DPO and matching quote to orders@progresslearning.com
  8. AE creates a follow-up task to reach out to contact to get PO. Using “Date we can expect PO” as a reference.
  9.  AEs and Management can track DPOs in Salesforce using the following reports.
    1. Outstanding DPOs
    2. Completed DPOs (PO has been received)

How did we do?

Customer Invoice request (via Slack & Salesforce)

How Do I Take a Payment?

Contact