On March 18, 2020 a
Exhibit,Appendix
was filed
involving a dispute between
Ievolve, Inc.,
and
Gerald E. Hickson,
for Commercial Division
in the District Court of Erie County.
Preview
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
Exhibit A
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
Evolve
Technology Services
Step-by-Step Sales Quoting Process
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
OBJECTIVE
Demonstrate the steps an I-Evolve Account Executive (“Sales Rep”)
follows to create a customer-facing quote or proposal.
Demonstrate how data is pulled from distributors to show current
cost, and how Sales Rep sets the margin and price for the quote.
Key Terms:
ConnectWise – I-Evolve’s automated sales quoting tool
Distributors – Vendors from which I-Evolve purchases network and computing
electronics for resale to an end customer (Ingram Micro, TD Synnex, etc.)
Evolve
Technology Services
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
X
I-Evolve ConnectWise
Sales Rep (CRM Tool)
Creation of a quote is
started using CRM
cloud-based tool.
Example: Laptop
.
•
•
•
Commission • •
0
•
•
•
•
•
0
Distributor
ssa (i.e. Ingram Micro)
Reports
• • •
ill • 1 •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
I-Evolve ConnectWise
Sales Rep CRM tool queries
(CRM Tool)
Ingram database
for laptops and
•
•
•
returns availability •
and cost
•
•
•
•
Commission ea• •
•a
•
•
•
M •
0
Distributor
(i.e. Ingram Micro)
Reports
• • •
ill • 1 •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
I-Evolve ConnectWise
Sales Rep (CRM Tool)
Sales Rep selects the
laptop and approves the
margin. Default margin of
20 percent but can be
altered by the Sales Rep.
•
•
•
•
Commission • •
0 •
• •
•
•
0
Distributor
sAa (i.e. Ingram Micro)
Reports
• • •
ill • 1 •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
CRM tool emails the quote to
the customer with a URL link
to the cloud quote. Customer
can sign the quote
electronically. When the
I-Evolve customer approves the ConnectWise
Sales Rep (CRM Tool)
quote, the laptop part
number, cost, and margin are
stored in CRM cloud tool.
x
.
■
.
.
Commission • •
•
•
•
•
•
•
0
Distributor
she (i.e. Ingram Micro)
Reports
• • •
it • 1 •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
At the end of the month,
all sales for hardware
and software are
downloaded by I-Evolve
I-Evolve to Excel file and divided ConnectWise
Sales Rep for each Sales Rep. (CRM Tool)
x-
x
x-
■
■
•
■ 0
••• Distributor
Commission •••
••• (i.e. Ingram Micro)
Reports •1•
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
t t t
NYSCEF DOC. NO. 98 & I RECEIVED NYSCEF: 02/07/2023
4-1
I-EVOLVE SALES PROCESS
.
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.
.
.
.
.
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.
.
.
.
.
.
.
.
.
.
.
.
t -I
ca.
•
•
O
dEll *•
S MI
•
•
I-Evolve Each month, before ConnectWise
Sales Rep
monthly commission is (CRM Tool)
paid, I-Evolve provides a
Sales Commission Report in
Excel format to each Sales
Rep for review of accuracy.
Commission • • •
•
•
•
•
Distributor
*a (i.e. Ingram Micro)
Reports
• • •
• I •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
I-EVOLVE SALES PROCESS
I-Evolve ConnectWise
Sales Rep (CRM Tool)
Sales Rep has the ability
to review and verify the
Excel Commission Report
with the CRM cloud tool.
•
•
•
•
Commission ea• •
•
•
•
M •
0
Distributor
•a (i.e. Ingram Micro)
Reports
• • •
ill • 1 •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
t t t
NYSCEF DOC. NO. 98 & I RECEIVED NYSCEF: 02/07/2023
4 - 1 J.
I-EVOLVE SALES PROCESS
t J.
t -I
1
L
ca.
•
•
O
* •
O
ats
I-Evolve
CEO S
•
ConnectWise
MI
•
Sales Rep (CRM Tool)
I-Evolve pays
commission to
the Sales Rep
within 30 days
.
•
.
.
Commission sa• • •
•
•
•
•
Distributor
•a (i.e. Ingram Micro)
Reports
• • •
• I •
Customer
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
EXAMPLE OF THE CONNECTWISE CLOUD PROGRAM THAT
THE SALES REP WOULD SEE WHEN CREATING A QUOTE
TEMPLATE HAS A 20 PERCENT MARKUP PRE-PROGRAMED. THE SALES REP CAN ADJUST THIS MARKUP AND IS SHOWN THE COST,
SELL PRICE AND MARGIN ON EVERY ORDER (HIGHLIGHTED IN YELLOW). THE GROSS PROFIT IS AUTOMATICALLY CALCULATED.
Basic Quote : P20 Markup Laptop - #14716 v1
Customer: Test Company Primary Rep: Kevin Kelly Total: $1,286.89 Recurring: $0.00 Gross Profit: $236.67 Recurring Gross Profit: $0.00
Contact: Kevin Kelly Inside Rep: Kevin Kelly Subtotal: S1,183.35 Subtotal: S0.00 Gross Margin: 20 Gross Margin: 0
Phone: Created: 1/20/2023 Est. Tax: $103.54 Est. Tax: S0.00 Markup: 25.00% Markup: 0.00%
Email: kkelly@i-evolve.com Expiration Date: 2/19/2023 Cost: $946.68 Cost: S0.00 Sugg Disc Amt: S0.00 Sugg Disc Amt: $0.00
Website: Publish Method: Not Published Sugg: $0.00 Sugg: S0.00 Sugg Disc: 0.00% Sugg Disc: 0.00%
Shovi " Less
r Setup Quote Setup Review Publish and Deliver",
[PI, [73 ETILIZE SEARCH IMPORT v MORE v vJ
lardware/Software
+
L e Item Is
Manufacturer Cost Recurring Recurring Recurring Rind
Thumbr Product Description Quantity Cost Override Price 0 on Is Printed Recurring
Part Number Modifie Cost Amount Total Pda
G up Taxable
I 687P1UT#AB. HP ProBook 450 G915.6" Notebook - Intel I 1.00 S946.68 $1,183.35 g Woo $0.00 1:51 $0.00
Add Part #
. . .
Evolve
Technology Services
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020
NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023
EXAMPLE OF THE WEBPAGE WITH QUOTE SENT BY CONNECTWISE TO THE
CUSTOMER VIA EMAIL. THE CUSTOMER CAN SUBMIT A QUESTION OR
ACCEPT THE QUOTE ELECTRONICALLY.
• Harch.vare/Sottuyare
Comments or questions?
Quote Summary One-Tiose
If you have any comments or questions about
HaiidwaralSoftware Subtotal $1,153.35 this quote, please feel free to enter it here.
Subtotal $1,153.35 Your comment will be logged and ernailecl to
Est-rater - ax $103.56 kkellyiNi-evolvecom.
fatal amount $1,2•SSI.
Update Options I
3. Approval and E-Payment
All services are subject to I-Evolves online terms of service found at https://www.i-evolve.com/Legal . By
signing, Customer acknowledges that Customer has read and understands I -Evolves online terms of
service and that the Customer agrees to be bound by thOse terms and conditions.
I accept the above conditions
ig
E-Signature
Your Initials:
Leak
SUtrnil Question / Comment I
Your Email Address:
I
ldrellYgPi- evolvemorn
Purchase Order Number:
kI kelIVOi- evolve corn
Stgr -lere:
• I Clear Signature I
I Accept Order I
lilt I This page was Created using Order Porter tectmologY by Quosal LLC C zota osal3Sal LSG
Evolve
Technology Services
Document Filed Date
February 07, 2023
Case Filing Date
March 18, 2020
Category
Commercial Division
For full print and download access, please subscribe at https://www.trellis.law/.
Preview
FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 Exhibit A FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 Evolve Technology Services Step-by-Step Sales Quoting Process FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 OBJECTIVE Demonstrate the steps an I-Evolve Account Executive (“Sales Rep”) follows to create a customer-facing quote or proposal. Demonstrate how data is pulled from distributors to show current cost, and how Sales Rep sets the margin and price for the quote. Key Terms: ConnectWise – I-Evolve’s automated sales quoting tool Distributors – Vendors from which I-Evolve purchases network and computing electronics for resale to an end customer (Ingram Micro, TD Synnex, etc.) Evolve Technology Services FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS X I-Evolve ConnectWise Sales Rep (CRM Tool) Creation of a quote is started using CRM cloud-based tool. Example: Laptop . • • • Commission • • 0 • • • • • 0 Distributor ssa (i.e. Ingram Micro) Reports • • • ill • 1 • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS I-Evolve ConnectWise Sales Rep CRM tool queries (CRM Tool) Ingram database for laptops and • • • returns availability • and cost • • • • Commission ea• • •a • • • M • 0 Distributor (i.e. Ingram Micro) Reports • • • ill • 1 • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS I-Evolve ConnectWise Sales Rep (CRM Tool) Sales Rep selects the laptop and approves the margin. Default margin of 20 percent but can be altered by the Sales Rep. • • • • Commission • • 0 • • • • • 0 Distributor sAa (i.e. Ingram Micro) Reports • • • ill • 1 • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS CRM tool emails the quote to the customer with a URL link to the cloud quote. Customer can sign the quote electronically. When the I-Evolve customer approves the ConnectWise Sales Rep (CRM Tool) quote, the laptop part number, cost, and margin are stored in CRM cloud tool. x . ■ . . Commission • • • • • • • • 0 Distributor she (i.e. Ingram Micro) Reports • • • it • 1 • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS At the end of the month, all sales for hardware and software are downloaded by I-Evolve I-Evolve to Excel file and divided ConnectWise Sales Rep for each Sales Rep. (CRM Tool) x- x x- ■ ■ • ■ 0 ••• Distributor Commission ••• ••• (i.e. Ingram Micro) Reports •1• Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 t t t NYSCEF DOC. NO. 98 & I RECEIVED NYSCEF: 02/07/2023 4-1 I-EVOLVE SALES PROCESS . . . . . . . . . . . . . . . . . . . . . . . . . t -I ca. • • O dEll *• S MI • • I-Evolve Each month, before ConnectWise Sales Rep monthly commission is (CRM Tool) paid, I-Evolve provides a Sales Commission Report in Excel format to each Sales Rep for review of accuracy. Commission • • • • • • • Distributor *a (i.e. Ingram Micro) Reports • • • • I • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 I-EVOLVE SALES PROCESS I-Evolve ConnectWise Sales Rep (CRM Tool) Sales Rep has the ability to review and verify the Excel Commission Report with the CRM cloud tool. • • • • Commission ea• • • • • M • 0 Distributor •a (i.e. Ingram Micro) Reports • • • ill • 1 • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 t t t NYSCEF DOC. NO. 98 & I RECEIVED NYSCEF: 02/07/2023 4 - 1 J. I-EVOLVE SALES PROCESS t J. t -I 1 L ca. • • O * • O ats I-Evolve CEO S • ConnectWise MI • Sales Rep (CRM Tool) I-Evolve pays commission to the Sales Rep within 30 days . • . . Commission sa• • • • • • • Distributor •a (i.e. Ingram Micro) Reports • • • • I • Customer FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 EXAMPLE OF THE CONNECTWISE CLOUD PROGRAM THAT THE SALES REP WOULD SEE WHEN CREATING A QUOTE TEMPLATE HAS A 20 PERCENT MARKUP PRE-PROGRAMED. THE SALES REP CAN ADJUST THIS MARKUP AND IS SHOWN THE COST, SELL PRICE AND MARGIN ON EVERY ORDER (HIGHLIGHTED IN YELLOW). THE GROSS PROFIT IS AUTOMATICALLY CALCULATED. Basic Quote : P20 Markup Laptop - #14716 v1 Customer: Test Company Primary Rep: Kevin Kelly Total: $1,286.89 Recurring: $0.00 Gross Profit: $236.67 Recurring Gross Profit: $0.00 Contact: Kevin Kelly Inside Rep: Kevin Kelly Subtotal: S1,183.35 Subtotal: S0.00 Gross Margin: 20 Gross Margin: 0 Phone: Created: 1/20/2023 Est. Tax: $103.54 Est. Tax: S0.00 Markup: 25.00% Markup: 0.00% Email: kkelly@i-evolve.com Expiration Date: 2/19/2023 Cost: $946.68 Cost: S0.00 Sugg Disc Amt: S0.00 Sugg Disc Amt: $0.00 Website: Publish Method: Not Published Sugg: $0.00 Sugg: S0.00 Sugg Disc: 0.00% Sugg Disc: 0.00% Shovi " Less r Setup Quote Setup Review Publish and Deliver", [PI, [73 ETILIZE SEARCH IMPORT v MORE v vJ lardware/Software + L e Item Is Manufacturer Cost Recurring Recurring Recurring Rind Thumbr Product Description Quantity Cost Override Price 0 on Is Printed Recurring Part Number Modifie Cost Amount Total Pda G up Taxable I 687P1UT#AB. HP ProBook 450 G915.6" Notebook - Intel I 1.00 S946.68 $1,183.35 g Woo $0.00 1:51 $0.00 Add Part # . . . Evolve Technology Services FILED: ERIE COUNTY CLERK 02/07/2023 02:19 PM INDEX NO. 804173/2020 NYSCEF DOC. NO. 98 RECEIVED NYSCEF: 02/07/2023 EXAMPLE OF THE WEBPAGE WITH QUOTE SENT BY CONNECTWISE TO THE CUSTOMER VIA EMAIL. THE CUSTOMER CAN SUBMIT A QUESTION OR ACCEPT THE QUOTE ELECTRONICALLY. • Harch.vare/Sottuyare Comments or questions? Quote Summary One-Tiose If you have any comments or questions about HaiidwaralSoftware Subtotal $1,153.35 this quote, please feel free to enter it here. Subtotal $1,153.35 Your comment will be logged and ernailecl to Est-rater - ax $103.56 kkellyiNi-evolvecom. fatal amount $1,2•SSI. Update Options I 3. Approval and E-Payment All services are subject to I-Evolves online terms of service found at https://www.i-evolve.com/Legal . By signing, Customer acknowledges that Customer has read and understands I -Evolves online terms of service and that the Customer agrees to be bound by thOse terms and conditions. I accept the above conditions ig E-Signature Your Initials: Leak SUtrnil Question / Comment I Your Email Address: I ldrellYgPi- evolvemorn Purchase Order Number: kI kelIVOi- evolve corn Stgr -lere: • I Clear Signature I I Accept Order I lilt I This page was Created using Order Porter tectmologY by Quosal LLC C zota osal3Sal LSG Evolve Technology Services