Best in Class
This fast-food chain is famous for employees who respond with “my pleasure” instead of “you’re welcome”, setting a gold standard for polite service.
What is Chick-fil-A?
When a customer with an open lead or opportunity calls in, agents should do this immediately to give the best chance at building rapport and closing the sale.
What is transfer the call to the lead or opportunity owner?
In our Salesforce setup, this field shows the customer’s unique ID, usually beginning with “SAC.”
What is the SNAID?
This is a share in the ownership of a company and represents a claim on part of the company’s assets and earnings.
What is a stock?
This is a quarterly service, encompassing a portfolio of the top 5 stocks and top 5 ETFs, chosen through a proprietary system.
What if CPFL?
Known for its Genius Bar and in-store experts, this company delivers tech support and personalized service that keeps fans lining up for the latest devices.
What is Apple?
This special setting on a customer’s account acts as a “safety net”, alerting the customer to contact us to review the account carefully before allowing any further purchases.
What is a blacklist?
If a customer cancels and you want to track their reason, you would log this type of record in Salesforce.
What is a case note?
This security represents a loan made by an investor to a borrower.
What is a bond?
This service helped Rob Lamoreaux achieve early retirement.
What is SCO?
This membership-based wholesale club is known for ultra-generous return policies — including taking back years-old items — and creating loyal shoppers who rave about the hassle-free experience.
What is Costco?
When upgrading a subscriber using one of these campaigns, it’s critical that agents do not cancel the existing subscription for credit and apply that to the upgrade.
What is a renewal campaign?
What is the CS Team Calendar? (the Wiki)
Pooled investments of stocks, bonds, or other securities and is traded on exchanges like a stock.
What are ETFs?
This service is uncovers wealth-building opportunities from cutting-edge developments within the AI and fusion space.
What is OIL?
Airline passengers are often surprised by this carrier’s friendly crew, fun announcements, and no-fee policies — all part of their “LUV” philosophy.
What is Southwest Airlines?
When onboarding a new customer, agents should always ask these types of questions to better personalize the conversation and match features to customer goals.
What are open-ended questions?
This is found on the wiki home page for folks who wish to request a new feature, create a wiki page, or update an existing one.
What is the feature request form?
Financial vehicle where you purchase and sell options contracts at the same time.
What is an Options Spread?
With Trump mandating every federal agency adopt AI strategies by July 22, this service uncovers AI stocks that could benefit from the government's tech race.
What is HDN?
This high-end grocery chain is praised for empowering employees at checkout or in-store to delight customers, whether it’s offering a refund, walking shoppers to their car, or replacing items on the spot.
What is Whole Foods Market?
This term, although still visible in Salesforce, should never be used in emails or over the phone because it can create unrealistic expectations and legal risk.
What is "lifetime"?
Set these to get notified at specific times, dates, and for specific reasons in Slack.
What are Slack reminders?
This is the rate at which commercial banks lend money to each other, overnight.
What is the Federal Interest Rate?
A market crash is coming in 2026, not due to debt or inflation—but due to a historic cycle tied to investor psychology. This service warns you before it hits.
What is CPGR?