What
What is the only desktop version available for purchase?
Enterprise
What additional features come with ES Gold?
Advanced reporting, QBDT Enhanced payroll
How many users can you have with Pro Plus?
Up to 3
How many users can you have with Premier Plus?
Up to 5
When in the Tools Portal, what line of business do you select?
Quickbooks SBSEG
What is the desktop version for mac called?
Mac Plus
What additional features come with ES Platinum?
Advanced pricing, advanced inventory, bill & workflow approvals and QBDT Enhanced payroll
What is advocacy?
Advocacy expresses our genuine interest in our customers and our commitment to accommodate their request by providing a personal solution to meet their needs.
What is expertise?
Expertise symbolizes continuous learning, problem solving skills and providing valuable solutions to our customers.
What are the customer facing portals?
Intuit Account and CAMPS
How many users can you have with a enterprise gold and platinum subscriptions?
Up to 30
What additional features come with ES Diamond?
QBDT Assisted payroll & QB Time elite
What are the 3 key actions for advocacy?
-Demonstrate compassion and a genuine interest in every customer.
-Build trust and loyalty by listening to customers and accommodating their requests.
-Exceeding customers’ expectations by providing personalized solutions.
What are the 3 key actions for expertise?
-Using your diverse knowledge and problem solving abilities to deliver the best possible solutions for customers.
-Continually seekng opportunities to learn and develop new skills for performance excellence.
-Staying up to date in your field, so you can continue to deliver value to both customers and teammates.
What is Salesforce used for?
Managing customer information, document customer contacts/cases, and manage and research customer billing and products.
How many users can you have with an enterprise diamond subscription?
Up to 40
Which POS solution works with QBDT?
Shopify
What is ownership?
Ownership is about taking responsibility and being proactive in resolving issues and driving customer satisfaction using all your available tools and resources.
Where can you find the SBSEG Product Expert Tools Portal?
What is screen sharing, where is it located?
Located within salesforce, it allows you to see the customers screen. It allows you to collaborate with the customer to resolve their issue.
How many levels of enterprise are there and what are they?
3, Gold, Platinum & Diamond
What add-ons can you use with QBDT?
Payments, Payroll & Point of Sale
What are the 3 key actions for ownership?
-Taking ownership over the solutions, and going above and beyond to lead customers to the best outcome.
-Reaching out for additional help if you can’t resolve the customer’s issues yourself and actively stay with the customer until they are completely satisfied with the solution.
-Collaborating with team members to find efficient solutions that can be beneficial to others as well as myself.
What are the everyday tools you will use from the Tools Portal?
-Phone Tool -Slack -Intuit Elevate
-Salesforce -QB Admin Console