High Impact Conversations & AP Automation
What is the minimum call time expectation for a HIC/high impact conversations.
What is 5 minutes?
True or False, having an opportunity marked “closed/miss” will have a negative impact on the ADC?
False
Name the AMEX Business Card that offers 1.5% for early payments?
What is the Plum Card?
Name the system used when submitting a vendor results request.
What is Marvel (in OF/OneForce)?
Name how many months of bank statements are required for BBUW.
What are 3 months of bank statements?
This AP Automation solution is one of the most popular for small business clients because it has no minimum PCV to sign and the basic version is free for the first user.
What is Vendor Pay by Bill.com?
Specifically for Business, what PCV does your digitally acquired account opportunity need to be when you forward it to the Field without an HIC?
What is 1$
Name the CRM - or customer relationship management - platform used for marketing, sales, and service.
What is ONE.force (Salesforce)
This capability allows CMs to automatically pay their bill when it reaches a certain dollar amount.
What is Intra cycle Auto Pay?
What is the max limit that can be requested through BBUW.
What is $250k?
Name 2 reasons why it’s important to ask gross revenues.
What is understanding share of wallet and knowing when accounts should be sent to the field as part of the ecosystem?
When setting up a "Spend Opportunity" how far out should you set the close date?
What is at least 30 days
Name the client document needed returned and filed before Amex can directly engage a client's vendors to negotiate vendor terms.
What is an Endorsement Letter?
This system is used to determine if there are multiple basic card holders linked to the same business and can also be used to find the customer ID when it’s not listed in ONE.force
What is C360?
Name the max number of American Express business accounts a client can have and still qualify for BBUW.
What is 1?
Name the 3 payment types clients use AP automation to streamline payment processing for multiple payment.
What are Card, Check, and ACH?
Name one of the main purposes of the opportunity pipeline.
What is tracking the charge volume on your accounts and/or understanding when to make timely follow up calls?
How much must a client transact in foreign currency to earn 1 Membership Reward point?
$30
Name the tool in OneForce that provides detailed information on vendor acceptance policies such as POS acceptance, and open or conditional acceptance?
What is C360?
True Or False - Bank Activity Reports and Bank Statements are interchangeable for the underwriting process.
False - Bank Activity Reports lack key information needed to underwrite the account in place of Bank Statements.
Name at least 4 AP Auto solutions.
What is (any 4) - One AP; Synaptic; zeVez, Mineral Tree, Concur, Vendor Pay by Bill.com, Sage Intacct
Name the minimum annualized spend level needed to add a client to your Opp Pipeline.
What is $120k?
Name the best place to find AP Auto information.
What is the AP Auto Hub in Field Resource Center?
Name the tool used within Salesforce that helps make big data small, and small data insightful and actionable, for pipeline management
What is Tableau?
Where are the 2 accepted places bank statements may be sent if the BBUW link is not working.
What are americanexpress.com/docupload *(any part of the email address works)* and e-mailing the financials to the BGC mail box.