Product Knowledge
This is where you would find pricing details for the various professional services we offer.
What is the Salesforce Price Book?
This document would be used to indicate which eligibility file field should be used to place participants into their respective rewards segments.
This is where you would go to crowdsource a potential program design idea.
What is the Project Management room on Teams?
A client wants to know if their proposed design will cause them to exceed their rewards budget. This is what you would use to forecast their payout.
What is the ROI/VOI calculator linked on Confluence?
This is where you would find samples of all of our available standard assets.
What is the Communications Offerings deck?
This is where you would find information about an upcoming release.
What is the What's Coming product release page on Confluence?
This is where you would locate the Challenge Proposal workbook.
What is the Client Success Compass.
This meeting is used to raise operational concerns for upcoming launches.
What is the Weekly Ops Huddle?
This is where you would find a toolkit of program design slides to help guide your incentive design conversations with clients.
What is the Platform & Incentive Design Kickoff deck on OneDrive?
This is where my client can download easily editable communications assets.
What is the Client Resource Center?
Your client is asking about the ability to offer a free device for completing level 1. This is where you would go to find out if this is possible.
What are Config Office Hours?
This is where you would find client-facing IT and security documents.
What is the CorpSec page on Confluence?
This is where you would find instructions for setting up SSO.
What is the Professional Services Confluence page?
This is where you would find a list of all rewardable actions.
What is the Technical Documentation page on Confluence OR the program design requirements document on OneDrive?
This is where I can find what my client's communications service credit value is.
What is their Master Service Agreement?
This is where you would find documentation on our non-binary gender functionality.
What is the Technical Documentation page on Confluence?
You are assigned a population upsell and need to locate the client's original program design requirements. This is where you would find them.
What is the Shared Clients folder on OneDrive?
This is where you would find the Out Of Office message you are expected to put up when taking PTO.
What is the PM Materials folder on OneDrive?
This is where you would keep track of high level program design decisions for quick reference.
What is the Program Decisions tab in the project plan?
This is where you can search to see if other clients have requested custom assets similar to what your client is asking for.
What is Salesforce?
This is where you would go to submit a new product enhancement suggestion.
What is "Aha!"?
Your client wants to perform their own user acceptance testing. This is where you would locate the document to provide to them.
What is the Pre-Launch Testing / Client UAT folder OneDrive?
What is the New Case Creation page on Salesforce?
You can use this to show clients elements of the platform to help them better understand program design concepts.
What is your demo account?
This is where you can find a list of all user attributes that sync to Localytics, the tool we use to send out custom emails.
What is the Localytics User Profile page on Confluence?