This is the date that the Corporate Membership Rewards promotion ends
What is May 31, 2012
100
This "lettered" chart can help demonstrate a shift in liability when creating new accounts in an AP system
What is a "T" Chart
100
WER reports, is actually an acronym for this report
What is Weekly Event Report
100
This working document should be made in the beginning of the year to determine accounts which will be primarily focused on throughout the year and used to make consistent prospecting efforts to ensure activity.
What is Top 50 list?
100
A person who's primary reason for waking up in the morning is money
Who is Sam Atkins?
200
This card is mandatory to establish a Corporate MR program
What is the PA card
200
If the Beastie Boys worked for American Express, they may have fought for this "Right" to do with AP.
What is Charge Party
200
Monthly compliance, or "cleaning up" SFDC, means updating these three categories.
What is Past Due Opportunities, Unrated Vendor Leads, and Competitor/Incumbent listed
200
This tool is provided to MBD's in order to view customers real time charges and overall limits.
What is CAS
200
Living everyday like it's you last, is this person's motivation in the morning.
Who is Erica Webb
300
Potential Corporate MR clients can be identified in SFDC by using these 2 categorizations on the Account Tab
What are Eligible and Target
300
This system is widely accepted as the best method of monitoring the client commitment to spend on a daily basis.
What is CAS?
300
If I made a mistake on my signing form, but I already submitted it, i can use this button to edit it as long as the final approver has not already approved the signing
What is the "Recall Approval Request"?
300
On the most recent Regional Prospecting Day, we focused on the SER's 5 best verticals for BCV, name 4 or the 5 verticals.
What are
1. Business Services (SIC: 73)
2. Manufacturing (SIC: 20-39)
3. Health Services (SIC: 80)
4. Wholesale (SIC: 50-51)
5. Retail (SIC: 52-59)
300
This MBD has a furry family member with 4 paws named Max.
Who is Steve May
400
For existing clients, these 2 items may indicate that this customer may NOT be a good fit for Corporate membership Rewards
What are is part of the Pay Ahead Program and currently receives a financial incentive
400
This reduces some of the steps for the AP staff and is also viable for clients who do not have IT resources
What are semi-automated Authorization Forms
400
The date the client is approved or expected to be approved in MySetUps & Risk is known as this in SFDC
What is Close Date (won)
400
This partner has a seemless relationship with American Express that enables our clients to streamline their AP process and software to our reporting system in order to monitor their spend. Who is this partner and what are 2 of the Twisters reps names?
Who is Concur? Reps names are Greg Littleton, Richard Marshburn, Kearney Adams
400
This MBD believes you should find purpose in what you do! If you're not doing something important....why bother?
Who is Betsy Gibson?
500
the Corporate Membership Rewards ROI is simply this formula.
What is Net Benefit/Fees (**x 100 for a %)
500
This happens when you provide a personal touch to expedite your client's process, communicate with AP and end users, and successfully gained client commitment.
What is maximizing CFM opportunities?
500
If an opportunity has had no sales activity for 90 Days, it is recommended you mark your opportunity as this....
What is Closed Lost
500
This MBD attended a SE Regional and spoke to the regiona regarding the AP Dummy Check Process
Who is Tammy Bean?
500
This MBD uses special GRITS tactics to interact with people in order to offer value back to a company.