Name That Platform
SalesForce
Command Center
ABC Order
BobJ/Reporting
100

This platform is where all communications with customers should be documented. 

SalesForce

100

This is what an Account Manager creates when documenting a conversation or email with a customer. 

Case

100

There are two teams who help place orders for customers in Command Center -- which ones are they?

Customer Service and Account Services

100

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

100

This is the report in BobJ that shows a customer's account demographics, including addresses, licensing and hierarchies

Customer Master

200

This platform is VPN-dependent and used to create reports for customers and for internal use

BobJ

200

This is the type of case that is submitted to the Contracts, PRxO and CIDM teams

RRT (Request Response Tool)

200

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

200

What area of ABC Order Reporting provides excel reports as well as graphics/charts on a customer's purchases?

Spend Analysis

200

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

300

This platform is the internal version of ABC Order that shows a customer's catalog, orders, and returns/claims information

Command Center

300

A customer's 1K through 5K is their chain of command -- also known as their _______________

Hierarchy

300

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

300

This is the name of the electronic option for ordering C2 controlled substances

CSOS

300

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)

400

This platform is the central hub that feeds into all other platforms Account Managers use

SAP

400

This is the type of case that is created when a customer is needing an additional account made

OR (Onboarding Record)

400

This is how many days a standard backorder remains open for in the system

180 days

400

This tool within ABC Order provides suggestions to customers on items that can contribute to cost savings and/or purchasing compliance

Cart Optimization

400

These are the two folders within SalesForce Reporting that were created just for the Account Managers

1) AXL Reports

2) AXL Customer Reports

500

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

500

Name the 4 main business units (BUs) that AB sells products through. 

Wholesale, ASD, Besse, Oncology Supply

500

Name the four different types of claims a customer can submit

Shortage, Overage, Damage, Short-Dated

500

Name the four different dashboard available in the Opportunities Dashboard

PRxO/AHP, Biosimilar, Contract Compliance/Utilization, Short-Dated

500

Name the three required/most important pieces when scheduling a report in BobJ

1) Recurrence/Cadence

2) Format (Excel, PDF, etc)

3) Recipients 

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