CFS Basics
What Does CFS Stand For?
Client Financial Services
Which Team Creates SIDs?
BCS
What is ACD?
Automated Call Distribution
What Should Be Your First Step When A Client Calls?
Gather Information
Name 2 Skills Needed to Be Successful in CFS
Curious, Open Minded, etc.
How Many Terminal Subscribers Does Bloomberg Have?
350,000
What is Generated in SAP After SIDs Are Created?
Leases and Bill Plans
What Function is Used For Tickets?
SDSK
What Are The Two Most Important Pieces of Info Clients Can Provide?
Invoice Number and Account Number
True or False: Technical Accounting Knowledge is The Primary Factor For Success in CFS
False
Which Department is Responsible For Processing Payments?
Cash Team
Quarterly (Every 3 Months)
What System is Used to View Your Worklist?
SAP
What Should Be Your First Step If A Client Calls And Their Service is Suspended?
Review The Account
True or False: CFS Representatives Communicate Only Through Email
False
What is The Primary Responsibility of CFS?
To Collect on Aged Receivables
What Document is Entered by Sales Before a Contract is Created?
SOR (Service Order Request)
What Daily Task Involves Speaking Directly With Customers?
Phone Calls/ACD
Should You Prioritize an Urgent Email or a Meeting That You Have in 10 Minutes?
Meeting in 10 Minutes
Instead of Saying, "I Don't Know,", What Should You Say?
Let Me Find Out and Get Back to You
Who is Responsible for Following Up on Invoices?
CFS Reps
Put These Steps in Order: Sales, Contracts, Installs, Cash Team
Sales → Contracts → Installs → Cash Team
Name Two Daily CFS Responsibilities
SDSK Tickets, ACD Calls, SAP Worklists, Email Management, Refunds, Write-offs, or Collections
What Type of Customer Service Does Bloomberg Provide?
Platinum
Instead of Saying, "That's Not my Job,", What Should You Say?
I'm Happy To Connect You With The Right Person