Frequently Asked Questions

How are your virtual programs different than just setting up my own video meeting?

Anyone can set up their own meetings using one of the platforms available. ECRM enables you to do it AT SCALE with a minimum time commitment on your part, plus we include all of the buyer and seller-specific tools and functionality to maximize the success of their experience. We do the leg work beforehand to source and qualify the right companies to ensure your categories and business capabilities align. We share supplier product and profile information so every participant is prepared for each meeting.

It would take a lot of time and effort for you to coordinate 25-40 meetings over the course of 3-4 for days but with our virtual programs we do this for you. Plus, ECRM Connect, our meeting technology platform, is home grown to accommodate for meeting notes, product selections and easy follow up.

“I was very leery going in. But the first day I had 12 meetings and I will tell you, I fell in love with the system by about the second or third meeting. There is no way I’d be able to pull this off on my own and it is absolutely the way that that I would recommend that we go as a company.”  

Todd Gean, Candy Category Manager for Hy-Vee 

How do I know who I’m meeting with?

From day one you have visibility into which companies are approved to meet with you. These are the companies that align with your categories and capabilities. You also have visibility into which are pending, meaning we are still reviewing their compatibility with your company along with the buyers that do not align with your organization.

Who schedules the meetings?

ECRM takes care of all the meeting scheduling. This is the most important part of what we do and there is a lot that goes into it to ensure your meetings are successful.

  • We work closely with you to understand your categories and capabilities.
  • Determine which companies you should meet with based on aligned categories and capabilities.
  • We promote supplier brands to the participating buyers not only increasing supplier visibility but helping buyers to prepare for your meetings so interactions are more effective.
  • We schedule all buyer and supplier meetings.
  • Meetings are facilitated through our proprietary platform, ECRM Connect. This platform offers a highly interactive and engaging meeting experience including video conferencing, slide sharing, product features and selections, meeting notes, support and more!
  • Access to the follow up site to reference meeting notes and selected items of interest.

What is the cost?

The cost varies per program so be sure to check with your sales manager for more specific information. Contact our sales team

How many companies will I meet?

You will meet with all of the companies participating in the program and that align with your categories and capabilities. At ECRM we are all about creating the most efficient experience possible, meaning, we only want you to meet with the companies where there is an opportunity to do business. This is why we diligently screen each participating company to ensure their company capabilities and categories align with your organization.

How many people from my team can join in the meetings?

For virtual programs you can have the team members that are needed to enable to conversations, however we do recommend smaller groups to avoid people talking over one another. We also suggest solidifying your participants as early as possible. This ensures the ECRM team has enough time to execute an ECRM Connect demo and ensure everyone is prepared for the program.

What software are you using to facilitate the virtual meetings?

ECRM Connect is our proprietary meeting technology platform you will use. We have built this ourselves so you can view company profiles, take meeting notes and buyers can view product information. The video portion of the platform is sourced through a major telecommunications provider.

What is the login process for your ECRM Connect Platform?

It’s simple: You just log into our preparation site. From there you’ll find a banner which you can click on and it will take you directly to your meeting schedule. From your meeting schedule you can start your meetings in ECRM Connect. We also have staff available during your meeting times to help trouble shoot issues.

How do I access notes that I take during my meetings?

We have a follow up website which talks to our ECRM Connect meeting platform. From the follow up site you can access your meeting notes, product selections and contact information for the people you met with. Please note, buyers must have consented to the privacy policy in order for this contact information to be available.

Can buyers sample product(s)?

Of course. For virtual programs, each buyer will indicate their sample preferences, and you can ship to their location prior to your appointments or afterwards.

During virtual programs what can I share during the presentation?

You can present on video just like you would during in-person meetings, share your screen to display presentations or sale slicks, or just speak with audio. We recommend a quick one or two minute overview of your company and products and then diving right into conversation with your buyers.

How do I continue to build relationships after meetings?

There are several ways for you to continue the conversation after your meetings:

  • Buyers can indicate follow up timelines which suppliers can reference on the follow up site after meetings.
  • Use the star ranking feature in ECRM Connect to indicate which companies have potential to move forward.
  • Buyers can use RangeMe to place sample requests.
  • You will receive the contact information for the people you met with at which time you can provide any applicable information. Please note, buyers must have consented to the privacy policy in order for this contact information to be available.

"After the meeting's over I was able to leave feedback [rate the meeting], request samples through RangeMe and then it allows you to request a follow up in one to two weeks, four to six weeks or not interested. All the tools are in one place and it was so efficient I absolutely loved it.”

Todd Gean, Candy Category Manager for Hy-Vee