Preparation Activities
Where in Sales Central can you view up-to-date goal tracking for all of your customers at once?
What is Sales Planning?
Under what category can you find Open Orders for a customer in Sales Central?
What are Other Stats?
What two terms can you use in Sales Central to note your priority customers?
What are Key and Target?
How do you know if a customer is At Risk and for what reason?
What is "at risk" with red dot will provide notification and clicking on on "at risk" will show reason?
How would you log a supplier lunch and learn at your branch as an Activity in Sales Central?
What is go to Activity Tab => Branch?
What is the most accurate and efficient way to create a Customer Activity in Sales Central?
What is Customer Profile => 3 dots => Create Activity
Where in Sales Central can you find the meaning of a specific term?
What is the Definitions Tab?
What is the difference between an Activity and an Opportunity?
What is an Activity is anything you are doing for the customer while an Opportunity is a deal with the possibility to close?
Where is the best place to load a customer’s food allergy or a gate access code at the customer's site?
What is in the Notes section (bottom of Customer Profile)?
How would you log an Activity in Sales Central with a company that is not yet a customer?
What is Activity Tab => Future/Potential Customer?
Where in Sales Central can you view and compare previous years’ sales data?
What is Dashboard?
How do I know when a customer’s SPA is set to expire?
What is Customer Profile => Contracts?
What 3 types of Activities can you create in Sales Central?
What are Customer, Future/Potential Customer, and Branch?
How do you edit a customer activity after a customer visit to tag a vendor?
What is in the Activity Tab => Click on Activity => Edit = Vendor Information?
How would you log a joint sales call with a vendor with an existing customer in Sales Central?
What is through Customer => Create Activity (3 dots or scroll to bottom)?
What are at least 2 types of enriched data you can update for your customer in Sales Central?
What are # vans, # shops, # employees, and % of market share?
What internal tool can you use to proactively register customers on RexelUSA.com / Gexpro.com?
What is the Sales Rep SSO?
What do you do if your sales data appears inaccurate in Sales Central?
What is send feedback through Sales Central by clicking on the 3 vertical dots in the upper right-hand corner of Sales Central?
Where can you find the SOP for Registering Users on Gexpro.com / RexelUSA.com?
What is in A Digital Day in the Life Playbook or the Sales Resources section under SE Regional Promos & Collateral on Employee Central?
How do you delete an activity?
What is change Activity Status to Removed?
What are the 3 preparation activities defined in A Digital Day in the Life Playbook?
What are Review Sales Data, Update Sales Central, and Activities?
How can you tell when a Connected Customer (Plus Customer) has last logged on to RexelUSA.com / Gexpro.com?
What is viewing Web Accounts => Last Visit?
What is the difference between a key customer and a target customer?
What is a Key Customer is an established account that contributes significantly to branch sales while a Target Customer is an account the branch focuses on to develop the relationship and grow business?
What is the quickest way to access the Sales Rep SSO if you are in Sales Central?
What is go to Sales Central => Sales Apps?
Where can you view only YOUR created activities in Sales Central?
What is view in Reports => Activity Summary => Drill Down and view "Owner?"