Portal
What do we use to segment the data in the portal?
Filters/Trigger Reports
How many use cases are there?
7
Who are the team leads?
Joe and TVB
What do we call our first meeting with a new client?
Discovery
What is Planhat?
Our CRM, used to track all activity
How many users can someone have with LF?
Unlimited
What use case would I use to manage existing customers?
Existing customers
Who is the head of US customer success?
Dan Barber
How many steps do we have in our onboarding process?
3 (Discovery, implementation, training)
When do we use Cyclone?
Any finance related processes
What are the colored boxes we use to tag businesses called?
Categories
What is the difference between new leads and prospect pipeline?
New leads - unknown before LF identified them
PP - Knew of the business, but have not contacted
Who is our Chief Customer Officer?
Tom James
How long does it take to complete our onboarding timeline?
14 days
Where would I log a cancellation? Planhat or Cyclone?
Cyclone
What is the first page a user lands on in the portal?
Dashboard
What is our 8th "hidden" use case?
Marketing insights
Who is Alan Lyttle?
VP of Sales (Scottsdale)
How often should we meet with an R1 customer?
Once every 30 days
Where can we monitor our support tickets?
Planhat and Cyclone
What CRM's do we integrate with? (Name 3)
Hubspot, SF, Dynamics, Pipedrive, Zoho
Consider this scenario:
A customer tells us they have a 3% conversion rate from meeting to sale, which use case can help?
Sales Pipeline
Who is Henry Braithwaite?
Our COO
What are our key segments? (name one)
Machinery, Manufacturing, Real Estate
Where would I find a customer contract?
The "Finance" tab in Cyclone