The Organization & The Project
The Source
The Sale
The Solution
The Support
100

Which department is Learning & Development part of?

Human Resources

100

Describe the Pella logo (physical characteristics)

Yellow circle with Pella in cursive font centered in it

100

True or False: We have four different sales segments at Pella Mid-Atlantic.

False. 

3 (retail, trade, commercial)

100

What three material types does Pella offer their solutions in?

Vinyl, Fiberglass, Wood

100

True or False: Trade Sales Support inherits the project post-contract.

False! Trade Sales Support is not a role involved in this milestone.

200

Which system do you visit to view PTO balances and request time off? 

UKG

200

Describe "The Source" 

Finding the Customer; The Source includes all marketing initiatives and strategies to help our company find customers.

200

Name the three sales segments

Retail, Trade, and Commercial

200

Pella's Lifestyle Series are solutions made from what material?

Wood

200

Name something that the Retail Project Coordinator is looking for when they review an HFP (Hold for Pre-Check) sales document. 

Customer information, inaccuracies, job size, etc.

300

How many milestones are there in I Am a Project?

10

300

Name one of Pella Mid-Atlantic's marketing initatives.

Direct Marketing (mailers); Digital Marketing (Social media, E-mail campaigns); Local Television & Radio; Home Shows & Events

300
A new building is going up in Arlington and the architect would like to use Pella windows. Which sales segment is being used?

Commercial

300

What is a reason somebody might choose a vinyl solution?

Low maintenance; Competitively priced; Exceptionally energy efficient

300

Name the role from each sales segment that completes The Support functions. 

1.) Retail Project Coordinator

2.) Trade Install Coordinator

3.) Commercial Support Manager

400

What is the name of the CEO at Pella Mid-Atlantic?

George Ballman

400

Name all four teams/roles that impact The Source

1.) Pella Corporate Marketing, 2.) Pella Mid-Atlantic Marketing, 3.) Contact Center 4.) The Sales Teams

400

What is a long-term benefit of making a positive sales experience with a trade customer?

Partnerships on future jobs; Brand loyalty

400

What style of window is hinged on the side and opens outward?

Casement

400

Name the three basic functions of The Support.

1.) Reviewing the Project

2.) Coordinating the Project

3.) Scheduling the Next Milestone

500

Name ALL of the milestones in order.

1.) The Source, 2.) The Sale, 3.) The Solution, 4.) The Support, 5.) The Plan, 6.) The Purchase, 7.) The Storage, 8.) The Delivery, 9.) The Install, 10.) The Service

500

What is something that can disqualify a lead?

Territory, type of construction, window or door type, not appropriate decision maker (apartment, etc.)

500

What are the three main functions of the sales process?

1.) Relationships & Rapport, 2.) Gathering Information, 3.) Educating the Customer

500

Tell me about a feature you learned about in the Lifestyle double-hung window demonstration that Alysa Customer was presented.

Receptor Groove, Sloped Sill, Low E Coating, Low E Edge Delete, EnduraClad Application, etc.

500
Which system do support roles in Trade and Retail use to review sales documents and schedule site visits and order verfication appointments? 

PIES (Pella Installation Execution System)

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