Build.com
A placeholder for a quote/cart, a non-cart, or a project that stakes your claim to a customer
What is an Opportunity?
This Program is where all KPIs are kept up to date and updated by Jasper and his team
What is the PowerBi doc?
“Thanks for choosing Build with Ferguson, Have a great day” Or “Thank you for allowing me to work through this with you today" are examples of this QA expectation worth 2 points.
What is closing the conversation with an expression of appreciation?
You have to be signed into this privacy network for OMC to work
What is the VPN?
This is your space to design and manage your home improvement choices
What is My Projects?
This is an automated email that will go out on your behalf to the customer, with the goal to follow up on your lower value quotes for you.
What is Email Marketing?
Pitching these specific brands could result in this additional bonus
Log into this site, and go to Interactions. You can search for Evaluations and are kept up to date on your QA scores
What is Verint?
If there is already an open one of these associated with the customer, it is important to get them back to their original rep
What is Open Opportunity?
You must be logged in to this type of account to see contractor exclusive pricing
What is a Pro Account?
Lack of Follow up Date, Close Date and Next Step Notes, result in this type of Opportunity
What is an Unmanaged Opportunity?
This bonus is three months in the making, depending on if your quota for that month is met. There are 3 Tiers to this bonus as well.
What is the Quarterly Bonus?
Building Rapport, demonstrating active listening, using the customers name and being friendly and polite are all needed in this section of the QA Rubric worth 12 pts in total.
What is Soft Skills?
Making sure this is updated on their Salesforce page helps tie the customer to their correct account when they call in, it is also part of updating CRM/Salesforce on your QA
What is Phone Number?
This is where you go when an item doesn't come up on the website, usually most relevant for parts or quick adds.
What is nonstock
This Salesforce page is the most efficient way to work through your opportunities.
What is My Open Opportunities?
This KPI is important because our customers need you when you are scheduled to be here. HINT: You only get 3 occurrences in a rolling 30 days.
What is Attendance?
This question is worth the most points. 12 to be exact
What is The Project question?
If there is a name under OMC Owner, it means its this type of account
What is Owned Account/Pro Account?
Going to this link on the site is how you find out what brands are not eligible for the welcome code
What is Build.com/support/promo-terms?
Doing this too early, might causes you to miss out on a lot of potential sales!
This Category in the PowerBi doc helps you see what orders you have in amending, risk, or payment hold.
What is 'Orders Needing Action"?
These 3 questions are all worth 7 points each under the Qualifying portion of the rubric.
What is Extent/scope, Add-on's, Educate on your value.
Located on every Contact page within SF, down on the left, this tool allows for fast communication
What is SMS tool