Departmental Shadow Rollout and Business Continuity Support
During the live rollout, PringlePCS consultants will work alongside your employees at your premises,
supporting them while Gekko Wholesale is being used in real working situations.
This practical, hands-on shadow coaching provides immediate guidance, reinforces the correct procedures
and allows questions to be resolved as they arise. Rather than limiting training to a classroom demonstration,
our consultants will observe how each department operates and help employees apply Gekko Wholesale to their
actual daily responsibilities.
Shadow Rollout: Sales and Customer Relationship Management
As Gekko Wholesale includes comprehensive CRM functionality, PringlePCS will work alongside your sales team to
ensure the system becomes an active sales and customer-management tool rather than simply a database containing
customer details.
Our consultants can support your employees while they:
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Create and maintain accurate customer and prospect records
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Record telephone calls, emails, meetings and sales activity
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Manage leads, opportunities and follow-up actions
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Check product availability and current prices
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Prepare quotations and convert them into customer orders
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Progress cold prospects into warm opportunities
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Convert sales opportunities into orders and invoices
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Review previous purchases and customer buying patterns
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Identify customers who have not ordered recently
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Schedule future calls, reminders and follow-up activity
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Maintain clear notes so another employee can continue a customer conversation
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Produce sales reports for managers
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Monitor individual and team sales performance
Practical Sales Coaching
Where agreed, PringlePCS can work directly with your employees while they carry out prospecting and
customer-development activity.
This can include guidance on:
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Preparing for cold calls
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Introducing the organisation professionally
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Asking effective questions
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Identifying a customer's requirements
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Handling common objections
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Recording useful information within Gekko Wholesale
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Planning the next contact
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Turning an initial enquiry into a genuine sales opportunity
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Progressing an opportunity through to quotation, order and invoice
The purpose is not only to teach employees where to enter information, but also to help them understand how the
CRM process supports consistent and effective sales activity.
Email Marketing and Mailshots
PringlePCS can help your organisation use Gekko Wholesale to create targeted customer communications and mailshots.
Employees can be shown how to:
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Select customers using relevant criteria
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Create targeted contact lists
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Send personalised sales messages to multiple customers
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Promote specific products, services or special offers
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Contact customers based on their previous purchasing activity
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Create professional email content
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Maintain accurate marketing preferences and contact details
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Record and manage responses and follow-up actions
Where supported by the agreed configuration, personalised communications can be prepared and sent to selected
customers with only a small number of actions, helping the sales team communicate more consistently and efficiently.
Social Media and Campaign Support
Additional consultancy can also be provided to help your organisation plan and manage coordinated sales and
social-media campaigns.
Support can include:
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Developing campaign ideas
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Creating written promotional content
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Planning a campaign calendar
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Coordinating email and social-media messages
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Promoting new products or services
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Identifying suitable customer groups
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Recording campaign-generated leads in Gekko Wholesale
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Monitoring enquiries, opportunities and resulting sales
This creates a clear connection between marketing activity, customer communication, sales follow-up and invoiced business.
Shadow Rollout: Stock Control
Accurate stock control is one of the most important parts of a wholesale operation. Poor stock information can lead
to missed sales, unnecessary purchasing, customer disappointment, excessive waste and reduced profitability.
PringlePCS will work side by side with the employees responsible for maintaining accurate stock information and help
establish reliable daily, weekly and periodic stock-control procedures.
Support can include:
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Stock receipts
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Stock movements
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Stock transfers
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Stock adjustments
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Stock checks
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Cycle counts
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Full stocktakes
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Product availability
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Minimum and maximum stock levels
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Stock-level reviews
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Damaged or expired stock
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Waste and write-offs
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Missing or unaccounted-for stock
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Product returns
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Correct use of Gekko Wholesale stock-control functions
Product Units and Packaging
Wholesale products may be purchased, stored and sold using different units. For example, a product may be handled
as an individual item, pack, case, box, tray, crate or pallet.
PringlePCS will help your team configure and follow clear procedures for:
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Recording the correct purchasing unit
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Recording the correct sales unit
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Converting cases or crates into individual items
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Preventing confusion between single items and full cases
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Maintaining accurate quantities when packaging is opened
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Applying the correct cost and selling price to each unit
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Recording stock stored across different warehouse locations
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Understanding how unit errors affect stock value and profitability
Daily and Weekly Stock Reviews
Employees can be shown how to complete regular stock reviews at the end of a day, week or agreed trading period.
These reviews can help the organisation compare:
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Opening stock
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Stock received
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Stock sold
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Stock returned
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Stock transferred
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Stock written off as damaged or wasted
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The expected closing quantity
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The quantity physically available
This allows unexplained differences to be identified and investigated quickly, rather than being discovered several
months later during a full stocktake.
Waste, Loss and Shrinkage
Gekko Wholesale can help the organisation distinguish between stock that has been sold, wasted, damaged, returned,
transferred or lost.
PringlePCS can help employees establish the correct process for recording each type of movement so management can
understand why stock levels have changed.
Accurate recording supports:
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Better purchasing decisions
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Reduced over-ordering
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Reduced waste
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Improved stock availability
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More accurate profit reporting
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Early identification of unusual stock differences
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Greater accountability throughout the stock-handling process
Independent and Unscheduled Stock Checks
PringlePCS can also be commissioned to support planned or unannounced stock spot checks.
An independent stock check can provide management with an additional level of assurance by comparing the physical
stock against the information recorded in Gekko Wholesale.
This can help identify:
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Incorrect unit conversions
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Products stored in the wrong location
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Unrecorded waste or damage
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Picking and order-processing errors
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Incorrect stock adjustments
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Weaknesses in internal procedures
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Unexplained stock losses
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Potential theft or deliberate misuse
Although no stock-control process can completely eliminate every risk, independent checks, clear audit trails and
regular reconciliation can significantly reduce the opportunity for errors, loss and internal theft.
We understand your operation.
We train and support your people.
We help protect the continuity of your business.