Who do you know
Who is the new executive assistant?
Samantha
Where do you submit legal contract?
Teams
What report shows not activity within 60-days?
Customers without key activity last 60-days
Who was the most recent customer onsite?
AdventHealth
What CSMs have hit their quota?
Megan and Danny.
Who is the Healthcare project manager?
Tommy
Who approves credits?
Sales leadership or Finance
What order do we review sales and health?
Health before Sales.
Who is the upcoming onsite?
CHRISTUS Health
What is our current retention rate?
Who is our newest Salesforce admin?
Ryan.
When storage is not scoped correctly?
Megan
What are the key elements of an AR/QBR?
key stakeholders, progress, projects status, new and upcoming items
Who is our newest RX monitoring customer?
Antelope - nice job Andrew I.!
$1 million
Who is our new CMO?
Robin
When a customer wants to attend the next user group?
What are the areas of the performance review?
Platform, CS, Sales, Teamwork
What customer added new users?
PURE
What 3 reps have the highest Green customer totals?
Megan, Nate, Atlas
What grocery chain did our new CEO work for?
Publix
When we have a deal review meeting?
Update your deals like Adam. Includes Next Steps, close date, ask really good questions.
What is the most important thing to do when you get a new account?
Key stakeholders and communication preferences
Who is our largest customer?
Ascension
What rep created the most pipeline in the last 90-days?
Christine