This platform is where all communications with customers should be documented.
SalesForce
This is what an Account Manager creates when documenting a conversation or email with a customer.
Case
There are two teams who help place orders for customers in Command Center -- which ones are they?
Customer Service and Account Services
This is the name of the home page of ABC Order, and it acts like a bulletin board to provide information on products, solutions, announcements and training webinars for the platform
ABC Central
This is the report in BobJ that shows a customer's account demographics, including addresses, licensing and hierarchies
Customer Master
This platform is VPN-dependent and used to create reports for customers and for internal use
BobJ
This is the type of case that is submitted to the Contracts, PRxO and CIDM teams
RRT (Request Response Tool)
This type of order is placed and invoiced through AB, but the product is shipped from the manufacturer's warehouse instead of AB's DC
Drop Ship
What area of ABC Order Reporting provides excel reports as well as graphics/charts on a customer's purchases?
Spend Analysis
This report within SalesForce will show every interaction that has been documented with a customer, whether it was by the Account Manager or another team
Customer All Cases Report
This platform is the internal version of ABC Order that shows a customer's catalog, orders, and returns/claims information
Command Center
A customer's 1K through 5K is their chain of command -- also known as their _______________
Hierarchy
If a customer was needing an order for a product not available in their distribution center and wanted to see if it could be obtained from another DC, that is called a _____________ _____________ order
Alt Serve
This is the name of the electronic option for ordering C2 controlled substances
CSOS
This report in BobJ provides information in PowerPoint format that can then be used in a very important presentation with the customer
Health Systems QBR (QBC)
This platform is the central hub that feeds into all other platforms Account Managers use
SAP
This is the type of case that is created when a customer is needing an additional account made
OR (Onboarding Record)
This is how many days a standard backorder remains open for in the system
180 days
This tool within ABC Order provides suggestions to customers on items that can contribute to cost savings and/or purchasing compliance
Cart Optimization
These are the two folders within SalesForce Reporting that were created just for the Account Managers
1) AXL Reports
2) AXL Customer Reports
This platform is used by the Sales teams to pitch solutions to customers, as well as by the Account Managers to build PowerPoint decks for QBCs
HighSpot
Name the 4 main business units (BUs) that AB sells products through.
Wholesale, ASD, Besse, Oncology Supply
Name the four different types of claims a customer can submit
Shortage, Overage, Damage, Short-Dated
Name the four different dashboard available in the Opportunities Dashboard
PRxO/AHP, Biosimilar, Contract Compliance/Utilization, Short-Dated
Name the three required/most important pieces when scheduling a report in BobJ
1) Recurrence/Cadence
2) Format (Excel, PDF, etc)
3) Recipients