Automated Accolent ERP Flu Preorder Reminders
Every August, WebRun opens Accolent ERP and pulls each practice's flu season order history from the prior year, flags any practice with no flu order placed yet this year, drafts a personalized preorder reminder in Gmail referencing what they ordered last season, and posts your sales team a Slack list ranked by last year's order size so reps start with their biggest accounts.
How do I remind practices to preorder flu season supplies before availability runs short?
Every August, WebRun checks each practice's flu season order history from the prior year in Accolent ERP, drafts a personalized preorder reminder in Gmail for any practice without a current year order, and posts your sales team a Slack list ranked by last year's order size, so reps secure the biggest flu season accounts before supply runs short.
- Flu season outreach starts every August instead of after competitors already called
- Reps work a list ranked by last year's order size instead of guessing who to call first
- Practices that already reordered are automatically left off the list
Built for medical supply distributors · dental supply distributors · distributor sales reps · distributor account managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
adssolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Accolent ERP - check last year's flu order history
adssolutions.com
WebRun opens Accolent ERP to check last year's flu order history. - Open Accolent ERP and pull each practice's flu season order history from the prior year
- Capture the items ordered, such as vaccine ancillary supplies, syringes, alcohol prep pads, and sharps containers, plus quantity and order date
- Flag any practice with no flu season order placed yet this year
Done when Every practice's prior year flu order and this year's order status is listed.
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2
Gmail - draft the preorder reminder
gmail.com
WebRun opens Gmail to draft the preorder reminder. - Draft a preorder reminder for each flagged practice referencing what they ordered last flu season
- Ask if they want to place this year's order now to guarantee availability
- Save every email as a draft for the rep to review and send
Done when A draft preorder reminder exists for every practice without a current year flu order, unsent.
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3
Slack - rank accounts for reps
slack.com
WebRun opens Slack to rank accounts for reps. - Post the sales channel a list of practices to contact ranked by last year's flu order size
- Tag the assigned rep for each practice
- Link to the draft reminders in Gmail
Done when Reps have a ranked Slack list and a draft reminder ready to send for each account.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will WebRun send the preorder reminder to practices on its own?
No. WebRun drafts the reminder in Gmail and leaves it there for the assigned rep to review, personalize, and send.
How does it decide which practices to contact first?
It ranks practices by the size of their flu season order from the prior year, so reps work their highest volume accounts first while there is still time to guarantee availability.
What if a practice already placed this year's flu order?
It reads live order history in Accolent ERP, so any practice that has already ordered this season's flu supplies is left off the reminder list.
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