SalesForce Tips and Tricks
The 3 ways to search for an account to check if its locked.
what is: 1. less is more (QSA), 2. by account name, 3. by account number?
Asking the customer how their day is, hits what behavior?
What is "warm and friendly"
The amount of CBM lines you can have on 1 account?
What is 20 lines
The product used in the case of a power outage or internet outage.
What is connectionPro
You should do this thing, everyday during prep, to make sure you are getting paid.
The place to go to double, triple check promotions.
(hint, there are 2 places)
what is:
- Mysource
- the playbook
You flex this behavior when you want the customer to feel confident in your abilities to handle the situation.
What is: OWN IT
The different prices for by-the-gig.
What is: $15 for 1GB, $30 for 3GB, $60 for 10GB, $120 for 20GB, $300 for 50GB, $500 for 100GB.
The easiest way to hit revenue retained.
What is: Top-Down Selling
If you think a REJECT is incorrect, the procedure you take to check that.
What is: a reject review case.
what is: MACD case
The easiest way to demonstrate listen actively respond appropriately
What is: repeating or paraphrasing the customers words
The different prices for unlimited intro per lines.
what is: $45 for 1 line, $60 for 2 lines, $90 for 3 lines, $120 for 4 lines, +$20 5-20 lines.
The product that offers multiple access points, public and private networks, customized splash and landing pages, analytics and guest insights.
what is: Wifi-Pro
If an order is closed won- pending installation and customer wants to change anything on order you send them here.
What is: BACK to the original representative
The place you can go in SalesForce to see ALL information about a customers account:
What is: Business insights
The most important behavior to get information for the customer.
What is: Discover needs
what is: $10/line
The product that offers content blocking and filtering, and helps protect customers from cyber threats and attacks.
what is: Securityedge
If you are having an issue or error with a CBM order, these are the resources you should utilize first.
(hint: there are 2)
What is: ECM and the SSCs
The page to change contact information for primary contact IF it is not changing on the main page of SF.
What is: The primary account page, you get here by clicking on the account name.
The verification requirement to disconnect phone service.
what is: CPNI
(hint: there are 3)
What is:
- Mobile made free ($30 off internet lines 1-4)
- Loyalty renewal Gift cards ($300, $600, $1000)
- BYOD GC ($100)
The product that offers entertainment for both employees and customers, and offers streaming to any devices.
what is: Business X1 TV
The amount of days you have to wait before you can have an opportunity re-assinged to you.
What is: 14 business days