This functionality allows reports to be sent automatically to the approving managers.
What is Bursting?
100
The location of the team that assists in building our Business Review decks.
What is Manilla
100
Pre-implementation, Implementation, Go-Live, Adoption, Optimization and Renewal make up the phases of this journey.
What is the Customer Journey?
100
Once a CE knows the all the stakeholders and reporting structure for a client, this is documented in this area of the Success Plan
What is Customer Map of Influence / Org Chart / Inner Circle
100
The team that will create and execute custom training in multiple languages for clients for an additional cost
What is Learning Services
200
This report shows when approvers are not viewing receipts
What is Reports Approved Receipts Not Viewed
200
The NEW Business Review deck that is requested when Clients Go Live
What is the Customer Journey deck
200
The CE is responsible for driving engagement around these meetings.
What are Business Reviews?
200
When a client is not responsive to Business Review Meeting requests or the client had indicated there will be an RFP or a feature will be removed. CE should complete this section of the Success Plan
What is At Risk Categorization
200
The team that will work on custom consulting, standard to professional migrations, VAT, cash advance, supported credit card feed projects
What is Consulting Services Phase 2
300
Concur employees are currently beta testing this feature in the Concur mobile app
What is Receipt Assistant
300
What are the 3 main phases that are included on the Continuum slide?
What is Go Live, Adoption and Optimization
300
This is critical component to be completed during the Pre-Implementation phase.
What is the S2CD document?
300
A CE should take note of areas that are working well for a customer that should not be changed and document in this area of the Success Plan
What is the "3 keepers” section in the success plan
300
The place you will refer to for partner information that can provide specific value to your clients
What is the Concur App Center
400
Expense users can currently beta test this feature that allows them to create expenses from their inbox
What is Concur Microsoft Outlook add on
400
What are the 3 main Client Engagement options that allow our clients to connect with each other over the course of a year?
What is Fusion, Fusion Exchange and Local User Group
400
In this phase, the clients focus shifts from operation efficiency and usage to expanding the success they've started to realize with Concur.
What is the Optimization phase?
400
The current state of an account is updated on a regular basis by the CE when new information is learned about the account. This update is documented in this area of the Success Plan
What is What is the “Executive Overview” area on the success Plan
400
A tool that delivers sales enablement tools for improving marketing effectiveness and increasing sales
What is Highspot
500
These are the 4 ways to add an attendee in the Concur mobile app
What is 1. Add from calendar 2. Select from contacts. 3. Add attendee manually 4. Search for attendee
500
Who is must have at any Client Business Review?
Who is the Corporate Sponsor
500
One of these warning signs during the Renewal phase will cause the CE to pull together the members of the AT team.
What is (one of these):
1. What is the client attempts to terminate services to level set price increases?
2. What is client goes to RFP?
3. What is Concur is only viewed as an expense reporting tool?
4. What is the executive sponsor is not engaged?
5. What is the client is going through an unexpected change?
500
As the CE learns about a company’s goals, initiatives, and Concur fit, the CE should document in this area of the Success Plan
What is What is the “3 corporate Goals” section of the success Plan
500
The team that will assist with internal sales tools or general questions you as a Client Executive may have