WebTrack Tips from ColorLink

Your Ball Seed Team -
Saturday, July 15, 2023
 

Are you new to WebTrack? Even if you’re an avid user of ordering through our customer friendly system, it’s always good to have a refresher.

Handheld tablet in a greenhouse

We talked to ColorLink Account Development Representative Tasia Amavisca about what you should know about rebooking with WebTrack. Lots of what she talks about relates to timing. For example, you should think about rebooking at least six months in advance to make sure you get what you want. Does this sound familiar? Let’s get started.

What advice do you have for customers who want to rebook?

Start with a rebooking report for the previous season. This is a report you can get from your sales rep or our ColorLink team and it recaps your past purchase history. I recommend reviewing this document and make notes of what did and didn’t work well for you. There’s usually a column for the quantity you would like to book for the upcoming season. You can fill this in and send to your sales rep on our ColorLink team, and we can upload your orders for the next season. Don’t forget to also make a note of any new plant varieties you would like to add to your order.

When should they rebook?

I typically recommend booking young plants and bareroot material 4-6 months in advance. Booking upwards of 6 months in advance is the best way to make sure the varieties and tray sizes you’re looking for are available for your desired ship date. Seed can be ordered to ship out the same day, but I still recommend booking in advance whenever possible.

If a customer sees something in the gardens that they would like to “favorite” in WebTrack, what should they do? What is the process?

When you log into WebTrack, you can use our “Catalog Search” – List of Products” feature to find a plant you liked and click the heart button to favorite the item. From here, you can use the blue filter on the left to see all of your favorite items and make sure they get added to your upcoming orders!

Desktop computers showcasing ordering software

What do you provide the customer when they call to rebook?

When a customer is interested in starting the rebooking process, I make sure they have a rebooking report of the previous season, and that they have all relevant catalogs based on suppliers they typically order from. I also highlight some of my favorite new varieties for the upcoming season that they should consider. I also try to review their orders and see if it makes sense to suggest new suppliers, trucking programs, and other plant programs they might be interested to help grow their business.

When a customer calls to rebook, they’re typically ready to place an order, so I try to get them all of this information beforehand. Otherwise, when they call to rebook, I help them place the order and send them order confirmations afterwards.

We’re happy to help! For questions on availability, log into WebTrack, or contact your Ball Seed sales rep/Ball ColorLink associate at 800 879-BALL for assistance.

 
 
Article originally appeared on Ballseed.com. See website for complete article licensing information.