pickups
Rate Quotes
Salesforce
lineal footage
random
100
When scheduling a pickup, do you have to pay attention to the time zones?
Yes, especially the "ready now" time
100
How long are rate quote confirmation numbers good for?
7 days
100
If you cannot locate the customer after all search methods have been exhausted, what do you do?
create a new lead
100
where does lineal footage begin?
14 feet/ 168 inches
100
What is the most effective way to search for a company in Salesforce when it does not auto populate?
Universal search : enter company name and zip code
200
Do you call dispatch if the customer is requesting a spot empty or a trailer swap?
Yes, call dispatch and confirm that they are able to accommodate customer request
200
It is not important to obtain the commodity class for a rate quote. (True or False)
False, it is extremely important to obtain the commodity class
200
What is the difference between a new lead and a new contact?
new lead- does not have an existing account with XPO ; new contact- new contact person for an existing account
200
What is lineal footage?
Lineal footage is where the customer gets charged (by the foot) for any freight that extends beyond the 14ft (halfway) mark of the truck
200
the PRO number , tracking number and invoice number is the same thing
true
300
We can pick up freight with at least a 1 hour notice. (True or False)
False... we require a minimum 2 hour window for pickups
300
How can we help the customer calculate the commodity class if they do not already have it?
get the weight and total dimensions and enter into the calculator
300
Put the following account numbers in order of : 1. Bill-to/ 3rd party ; 2. P&D ; 3. Corporate
991 (in the middle) ; 00# ( at the end) ; 001 ( in the middle)
300
Lineal footage and Single Shipment charge is the same thing (True or False)
False
300
How do you determine a shortage
1. by checking the status 2. recent movement history
400
In order to start a pickup request, what do you have to do with the requestor role?
Determine if they are the shipper, consignee or 3rd party
400
What is the formula for calculating the amount to be paid for extended coverage?
amount covered per class ($) (times) the amount of weight (lbs) ; declared value of freight (minus) amount already covered ; remaining balance (times) 1% = amount to be paid for full coverage
400
When customer has been fully identified ( name , location, phone number, role) what is the next thing you should do?
Click on the toaster /case to create a case.
400
What is the criteria for Lineal footage?
meets or exceeds 14 ft in length ; meets or exceeds 48 inches wide ; meets or exceeds 50 inches tall
400
what 4 things do we need to remember for the customer to have a great customer experience
1. don't take it personal 2. put yourself in their place 3. show empathy 4. remember when to let go to Tier 2
500
Match these account codes with their corresponding roles: - 991 ; - 001 ; - 00# ; --- pickup and delivery locations ; --- middle- man, never sees the freight, only arranges the transaction ; --- bookkeeper
991 = middle-man, never sees the freight, only arranges the transaction ; 001 = bookkeeper ; 00# = pickup and delivery locations
500
*************** DAILY DOUBLE********************* For double the face amount of points of this question...Recite the rate quote disclaimer ....verbatim .....WITH NO NOTES !!! (Must be word for word)
Based on the customer provided commodity class and / or description obtained, this rate quote may be subject to be changed and / or re-rated if the freight is found otherwise.
500
In what instance do you clone a contact?
when the contact name is to be changed but the address and company name stay the same.
500
calculate the following and determine if excessive length, lineal footage or neither and explain why: 4@ 60 x 85 x 97
20 ft (lineal)
500
If a customer does not have a PRO number, what other means can we track by?
1.shipment detail. 2.track by any number 3. shipper pick up request 4. consignee search 5. shipper pickup request call number
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