Membership
Where can clients find PRN's W9?
In the Welcome email or they can calls us and we can email them.
What is the name of the monitoring software company Cision just acquired to replace our current monitoring technology?
TrendKite
A client calls to add an authorized user. You follow up with an email pitching photos on their next release. They add photos to their next distribution - does this pitch count? (No - we do not cold email pitch - what kind of email pitching is allowed?
1. If you have a conversation with a customer and realize you missed an opportunity to pitch something that would have been pertinent to the conversation. At that point, go ahead and email as follow up and say you forgot to mention something that might be a good fit.
2. The customer emails in asking for pricing or something related to distribution counseling. You respond with the information they need, but also pitch a photo or list. This is allowed since it’s clearly relevant to the customer’s needs.)
When a Cision rep sends us a NMF and says it's a "one off release with no package" who should we assign the account to?
NMR
If you have a client who is ready to purchase a MNR what do you do?
Enter the Transactional Opportunity into Salesforce with “MultiVu Online” as the Project Manager and close at 100%. This will push a JOF to MVO, who will initiate the project with the client.
According to the CCS Guidelines for answering common PRN, Cision and PR Web questions, what should we be telling clients the relationship is between Cision and PR Newswire?
Cision is the company and PR Newswire is a product line under the Cision suite of products and services. PR Newswire is a part of Cision now, which provides a one-stop shop for Communications needs – media database, wire distribution, media monitoring, media and investor room development, analytics, and other reporting services. (Prime Research, Bulleting Intelligence.)
What are the two industries/types of membership setups that we have to add an ednote for to pre-pay for their first two releases?
CRYPTOCURRENCY/POLITICAL CAMPAIGN
With the upcoming election, we will most likely see an uptick in political accounts being set up. What types of documentation can we accept to prove that they are a tax exempt/non profit?
Believe it or not a 501c form can be followed by numbers 1-29. We mostly see 3, and sometimes 6. But ANY 501c documentation, no matter the number that follows is acceptable. Keep in mind that 501c designations are for non-profit organizations like the Red Cross, or Ronald McDonald House, etc. A Government agency or a school district would be a different story. They are also tax exempt and fit the profile of a Public Interest account, but they will not have 501c documentation. What they will have is a Certificate of Exemption which are absolutely acceptable. Just double check the dates (some have expiration dates, so you want to make sure it's current.)
What is not allowed? W9 or any other documentation that doesn't officially show that the IRS considers them exempt from taxation.
You a processing an Agency NMF and leave voice mail to verbally confirm the NMF. There are no red flags, we just need source authorization. Can we send the NMF Email Confirmation (not on hold) template?
Yes because we wouldn't hold account set up for Source Auth. We just need to let the client know we need that before the release can go out.
When a Cision rep sends us a NMF that includes a Mid Market bundle but does not provide an account manager to assign to who do we assign to?
NMR - per Carries' email don't waste your time figuring out who to assign to. No account manger = NMR. Client Services Managers and the sales people will figure out who to assign the account to behind the scenes.
What's the turn around time for an MNR preview?
Turnaround time for a preview is 4-6 hours from receipt of materials.
What types of contacts should be sent the welcome email?
Authorized users and billing contacts
How do you properly enter a credit memo for a rebill?
Be sure the lines are properly filled out for the rebill information, and ensure the rebill total appears correctly before submitting
A billing contact calls into support to get help resetting their OMC login. They are not authorized on the account. Do we help them get into the OMC? And Why?
Yes because they get an OMC login as a billing contact when they sign up. We also say on the invoice that they can pay online.
A client calls in and asks to speak to their account manager Jessica Segerer who is on maternity leave, about a contract renewal (meaning you need to escalate this and you can't help the client.) Who should you direct her to?
Kristen Hannan
How many multimedia assets are included in a Basic MNR?
Basic 3
Full 6
Name at least three reasons we would send the "NMF Email Confirmation (red flags, on hold)" template?
Need copy of first release, Can't verify email domain, CMA, If we can't verify the address, crypto/Bitcoin, OTC, Venture Capital, ANYTHING WEIRD with setup.
List our CRA workflow in order from top priority to least priority:
1) Anything marked URGENT
2) NMFs we need to handle from start to finish
3) Project Completions
4) NMFs sent by iNBDs
5) Everything else starting with the oldest item (i.e. - billing issues, invoice requests, etc.)
A potential client calls the Support line, shopping around for a distribution service and is asking about pricing, membership, etc. When going over pricing you pitch bundling distro in a pack. (Hint, hint!) How do you make sure you get sales credit for the pack if the caller eventually becomes and member and buys?
Fill out a lead form, and keep track of the lead in SFDC until it gets converted. Then add an opp on the new account. It doesn't hurt to let an iNBD know too, if you see the lead has been assigned.
You are speaking with a prospect account who wants to talk to someone in sales. They are located in CA what iNBD do you transfer them to?
Call the iNBD hotline - they don't have territories anymore.
When you have a lead for a new MultiVu project (e.g. client wants to learn more, but not ready to buy yet) what should you do?
Email MultiVuSales@multivu.com and CC the Account Owner for follow up.
While doing a PC, what's the best way to make sure all logins are accounted for?
Seach by Account Number
Explain the connection between Bizjournals no longer posting syndicated press releases and our Visibility Reports.
"The Business Journals and MSN Latino/Dinero, have decided to focus on creating and promoting original editorial content and will no longer syndicate press release content from PR Newswire, PRWeb nor Business Wire."
We sent a new account the NMF Email Confirmation (not on hold) template email, and they replied a couple days later with a list of contact to also add as authorized. This account is also SSO. Who adds the new contacts into C3?
We do - the CCS Support team. As of right now, we're still considering this scenario as part of CCS NMF account setup steps.
When you get an error in SFDC saying the account manager is not profiled in Oracle, what do you do?
Push back on the requester of the NMF and tell them the manager of the sales rep needs to do a GSD ticket request to add this person to both Oracle and Salesforce.
How many guaranteed page views does basic MNR get?
Basic - 5,000
Full - 10,000