Alex Bernier

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Articles

Recent activity by Alex Bernier Recent activity Votes
  • Understand the different reports available

    OverviewAdmin and AR team members can access a comprehensive suite of reports designed to provide actionable insights into your business operations. Sales reps don't have access to this data becaus...

  • Streamline customer activation

    OverviewCustomers can activate their online ordering accounts, browse your public catalog, or request to become a customer from your activation landing page. These are the steps customers will take...

  • Find prospects and generate proposals

    OverviewYes, Chef lets you find prospects on a map and generate proposals with a few clicks. Follow these steps to find prospects and generate a proposal.Find prospects and customers1. Select Leads...

  • Chat directly with your customers

    OverviewYou can communicate seamlessly with your customers over Chat. Chats are visible to ALL customer user roles and provide a comprehensive log of interactions, such as orders, special requests,...

  • Explore the Dashboard

    OverviewAdmin, Accounts Receivable (AR), and Salesperson team members can access a compilation of easily digestible, customer-related metrics on the Dashboard screen. Simply select Dashboard from t...

  • Using Your Cut+Dry Support Ticket Portal

    If you've recently sent us a support ticket, chances are we sent you a link via your validated email address. This is where you can make sure to sign up and sign into our ticket portal, which is ma...

  • Get Help From Cut+Dry Customer Support

    We get it! As much as we do our best to make things simple, sometimes it just isn't. Other times, things might break. Cut+Dry's customer support team is there for you when that happens. Here are th...

  • Customer Segmentation Data

    OverviewCut+Dry now automatically enriches your customer profiles with segmentation data pulled from public sources including Yelp, Google, TripAdvisor, and DoorDash. This gives you a richer pictur...

  • Subject Matter Expert Tags

    Subject Matter Expert (SME) tags let you label team members by their area of expertise so when we have a question or want to get product development feedback about pricing, a catalog update, or wan...

  • Set up a Order Guide change notification

    OverviewOrder Guide Change Notifications help sales teams stay informed about important changes to customer ordering behavior. The system automatically sends email alerts to salespeople when custom...