Sales Associates
Who do Sales Associates work most closely with?
Everyone! Deal Desk, Booking, PODs, Legal
This team supports Sales in deal and profitability analysis and advising. Key tasks include reviewing and approving certain price tiers, incentives and deal exceptions.
Who is Sales Finance
In Salesforce, this is the direct parent health system. If there is no health system, then this field will remain blank.
What is the Parent Account
What is the "layer" in Salesforce that you can go into the configurator to create a quote?
What is the quote level
What is the tool that is used for walkthroughs at a health faciltiy?
What is Fulcrum.
Quarterly deliverables that each associate is required to complete, which involves debriefs with Jamie
What are Strategic Bonus Objectives (SBO)
This is a team that provides finance support to the sales organization regarding a proposed customer sale (deal).
Who is Deal Desk
What is the SAP Customer Number?
This is an Omnicell generated identification number that is provided to every customer. Also known as CSN.
What are the different tabs within the configurator called?
What is a Par Level
This is a document a company requests from vendors to get an overview of offerings and costs for a specific solution
What is an RFP
What are key tasks a Sales Associate may be asked to complete (List them)
What is the following:
Quoting l Routing supplements l Knowledge Share l Main POC for support
This is a team that provides finance support for the origination of a sale, ensuring the accuracy and completeness for deal composite and documentation prior to recording a customer booking. The team also provides boilerplate Corporate Master Agreements (CMAs), Corporate Partnership Agreements (CPA) and Master Agreements.
Who is Booking team
What is this number an example of 5605679?
What is a quote number.
True or False: I can copy in an existing quote into a net new quote?
What is the group called that every Sales Associate is assigned too?
What is a Pod.
Incoming inquiries that require Sales Associates to route to the proper KAE, AM, AE, etc.
What are leads
This team reviews contracts and supports Sales in redline discussions upon new contract deals and CMA/CPA renewals
Who is legal
What is the purpose on expected bookings within the opportunity level?
This is the dollar amount that will be forecasted related to the specific deal
This report provides an overview of all product line quoted within the configurator.
What is the Equipment Profile Report
A health system or hospital that is of strategic importance where most, if not all, of the health system is currently an Omnicell customer (has assets installed or bookings). These are all owned by the Client Success team and are in the US Acute market only.
What is a key account
What makes a Sales Associate most successful in this role?
Self-Initiating
This team provides backwards timelines to the sales team and helps communicate with current backlog and install timelines.
Who is Service Enablement
How does leadership determine when a deal will book based on the information provided in Salesforce?
What is the forecast category
What is the best practice when working in the configurator?
SAVE! SAVE! SAVE!
An opportunity where sales has identified it as "won" and has gone through the entire booking process
What is "Fully Booked"