These Opportunities will be created for you by the Finance team and will added into SFDC each year.
What are RENEWALS?
100
Name 3 of the 5 required fields for a Contact
What are:
Name
Title
Contact Role
Phone
Email
100
You will automatically be sent to the Add Products screen when you have created and saved this.
What is an OPPORTUNITY?
100
This is the section in an Opportunity where you include all documents relevant to the sale. Signed contracts are required to be there when closing the Opportunity.
What is NOTES & ATTACHMENTS?
100
These are generated every 3rd business day of the month.
What are FORECASTING REPORTS?
200
This is the field in SFDC from which you create an Opportunity?
What is a CONTACT?
200
There should always be a "what" when closing an Opportunity.
What is a PRIMARY CONTACT?
200
After adding products in the tool, this field will be auto populated in the Opportunity.
What is AMOUNT?
200
These are considered scheduled future actions for yourself or an internal employee. They document the internal progression toward closing business or addressing account issues.
What are TASKS?
200
Instead of performing a 'Search All' within Salesforce.com, we recommend you do this in order to access your information quickly.
What is CREATE ACCOUNT/OPPORTUNITY VIEWS?
300
When you create an Opportunity correctly (through a Contact), this field will automatically populate.
What is the PRIMARY CAMPAIGN SOURCE?
300
Instead of deleting a contact from an Account (because they are no longer with the company), you should change this
What is change the STATUS TO 'INACTIVE'?
300
This field needs to be manually populated when creating an Opportunity. It is calculated as:
Amount x Contract term
What is TOTAL CONTRACT VALUE?
300
These are future meeting with a client or lead noted in SalesForce.com. They have start/end dates and times, a dedicated location and specific subject.
What are EVENTS?
300
This is the section is necessary for making sure Truven is building value, creating better products/pricing and keeping up with the market.
(Hint, it's a required section when closing an Opportunity)
What are COMPETITORS?
400
This field needs to be manually populated and is calulated as:
Amount x Contract Term
What is TOTAL CONTRACT VALUE?
400
These are the 3 Contact Roles types that should be used when assigning a Primary Contact.
(Only one is required per Opportunity)
What are:
Executive Sponsor
Manager Sponsor
User Sponsor
400
You'll find all Tasks, Events and Log-A-Call entries in this section of an Opportunity or Account
What is OPEN ACTIVITES?
400
It is IMPERATIVE that these 4 fields be updated as often as possible.
What are:
Amount
Total Contract Value
Close Date
Stage
500
In this stage of an Opportunity, Truven has been decided as "VOC" and has a verbal commitment.
What is BEST?
500
This is the section of the Opportunity where you add the Primary contact.
What is CONTACT ROLES?
500
This field should always be left as "1" when adding products.
What is QUANTITY?
500
This is where you modify you email settings and create email templates for communication via Salesforce.com
What is SET-UP?
500
Leads are to be converted into an Opportunity or closed as unqualified in how many days after you received them?