EFM/Group Operations
Technology
Onboarding
Fleet Management
Wild Card
100
This person is responsible for obtaining all AME quotes for new customers prior to the initial order being placed.
Who is the AE?
100
These are the two ways a customer can access their maintenance cards.
What is the mobile app and downloading the PDF from the customer website.
100
This meeting occurs between the transition meeting and implementation meeting.
What is the pre-implementation meeting?
100
GM has announced a shortened model year for these vehicles.
What are Silverado/Sierra Pickup Trucks? (Please read the attached cutoff chart carefully as it is model and series specific; 2018 Crew Cabs are not impacted by this early cutoff. NVA expects to see an extended period of time before model year 2019 will start production. )
100
These are 3 of EFM's competitive advantages.
What are EHI Remarketing team, Local Account Team, Customer Service, NSD, Manufacturer relationships, Fleet Management experience
200
All Factory Ordered Vehicle quotes should be built in this program.
What is the Toolkit?
200
This is where the customer's Preferred Settlement Method is defined.
What is the Gain Preferences screen in Edge.
200
In order to complete a credit review, a Bank Confirmation is needed when a customer is unable to provide 1 of these documents.
What are Audited or Reviewed Financials?
200
These are the costs associated with running a vehicle. Name 4.
What are depreciation, fuel, maintenance, interest, insurance, driver downtime, administrative.
200
This document is required by the manufacturer in order to pay incentives directly to EFM.
What is an assignment letter?
300
Fleet Operations is made up of these 6 departments. Must name 5.
What is NVA, L&T, NSD, Risk Management, Business Management, and IT.
300
If your customer would like to receive expedited funds for lease settlements and customer owned unit sales, please encourage them to complete this form.
ACH Authorization Form
300
These 4 items are tasked to Fiona by the AE upon an account closure (must get 3 out of 4).
What are the Initial Orders, Maintenance Card Set up, ARMS set up, Credit Approval/account activation task?
300
These are 7 considerations used to determined the best vehicle for a company to lease other than comfort, price, and fuel economy. Name 3.
What is Payload, Storage, Passengers, Towing, Workflow, Security, Driving Terrain.
300
These documents should be sent to an new customer by the AE via DocuSign.
What is the MLA, the MMX agreement, the FMX agreement.
400
Before completing a comparison profile in the Toolkit and creating a proposal in Edge, this information must customized in the toolkit. Name 4.
what is the annual mileage, Lease Term, depreciation, management fee, Service charge, interest adder, FMX or MMX rate.
400
Going forward, the customer will receive this document to sign for multiple like factory ordered vehicles.
What is the Proposal Report?
400
This is the screen/place in Salesforce where all Onboarding tasks, events, information is tracked.
What is the Onboarding Opportunity?
400
These are 3 advantages a diesel engine has over a gas engine vehicle.
What is Torque power , Engine longevity, Fuel economy, and resale.
400
A customer may not be eligible to do a purchase option in this situation (think credit).
What is the customer is on "rolled equity required."
500
These are 3 resources you can utilize if you have questions about incentives. DAILY DOUBLE
What is the HUB/Salesforce, who is Kristina Aiello (incentive coordinator for group 2U), who is Katie Merry (VAC)
500
A customer must take this action in order to view their insurance card on the mobile app.
What is taking a picture of the card and uploading it on the mobile app?
500
These items 15 must be completed in Edge in order for a account to be activated (must name 7).
What is uploading the Fleet List into Edge, General Screen completed with business type, PFC defined in contacts, Credit financial contact defined, MM contact defined, Billing Options completed, Vehicle class completed, pricing plan defined, credit review completed, authorized signers defined, agreements added, fleet potential 20 or over, at least 1 order accepted, Fed Tax ID defined.
500
The Department of Transportation uses GVWR to sort trucks and vans into eight weight classes. Classes 1 - 3 are light duty and can go up to this max GVWR.
What is 14,000 GVWR?
500
These are 4 reasons it is not beneficial for a customer to do a purchase option at the end of the lease.
What is lower TCO, potential double service charge, potential state imposed sales tax on FMV, headache of transferring title, it is not cost effective, EFM is unable to manage licensing, manufacturer goodwill assistance, recall information, and citations.
M
e
n
u