CRM Basics
What does the acronym CRM stand for?
Customer Relationship Management
What can you use to more easily search for an Account within CRM?
Use a wildcard character, an asterisk (*)
What are the three types of job sites that you can have in CRM? (Hint: think of where they derive from)
Prospect, Dodge and AS400
What three activities are considered sales pre-planning?
Appointments and Tasks and Phone Calls
What would I do as a follow up activity or action if I was on a job site and one of the subcontractor’s present was not my account, but another rep’s?
Opportunity
What are all the four ways you can access CRM?
iPad, iPhone, Outlook and Desktop (website)
What is the difference between an AS400 account and a Prospect Account?
AS400 has a credit status and prospect account does not
When you find duplicate Job Sites in CRM, what is the process called to combine them?
Job Site Linking
When you did sales pre-planning, what do you need to do to "close-out" the activity?
Mark it complete
Before an Opportunity is sent to another sales rep, what discovery questions need to be answered?
Decision Maker, Need and Timeline
Where should you look for CRM tips and tricks?
Sales Blog
When you are adding a new Account in CRM, what should you select to save and bring you into the new Account?
Edit
When you "build" a job site out and you are adding Accounts, what are those Accounts called in CRM when they are attached to the Job Site?
Subcontractors
What is the activity type called when you were not planning on seeing a customer face-to-face whether in the office or job site, but you do meet with them and now you need to log your interaction?
Customer Visit
What do you select to finalize the Opportunity once it has been determined won or lost?
Confirm Action
What should you do if you come across a CRM error?
Submit it to IT Support
What grade is an Account if it does not require in person contact, but phone contact is required and there are qualified rental opportunities?
Grade B - Assigned to the Sales Center
When the Job Site lists potential duplicates, what mileage radius is it pulling Job Sites within?
.25 or a quarter of a mile within the one you are on
True or False, you can place activities on a job site itself?
False, you have to associate a Subcontractor to the Job Site and then you can create an Activity on the Subcontractor (the Account tied to the Job Site)
True or False, does an Opportunity get created in CRM from the Rental Quote App?
True
Which list views would you pin if you want to review Accounts that have been zoned and you want to see that information?
My Accounts - Zone 1-10
The Job Profile on Job Sites keeps track of what?
The amount of Subcontractors based on scope of work.
What are the four ways to resend a credit application?
By deleting the activity in CRM and recreating, by contacting Lindsey to have her delete the activity, by forwarding the email you were copied on to the customer again or by re-sending in AS400
What are the two ways you can create an Opportunity?
As a follow up within an Activity and on its own