Campaigns
Add-ons, Groups, Upgrades, Individual Session Suites
What is new sales campaigns?
Main point of contact, Sales quota, Actions taken towards the end of the sales lifecycle
What is Account Management
Notes
What does Alexa think the most important part of CRM is?
The fields that need to be filled out for the account to have complete information.
What are Name, Email, Address, Phone Number fields?
Replacement for "No Problem/Worries"
What is "Always happy to help"
Bal Dues, Upgrade/Relocation, Intro Calls, Extensions, Renewals, Saves
What is service based campaigns?
Goals are tied to company's success, Proactive
What is Customer Success?
Service - Miami Open
What is the view we should be using when on a contact page?
This letter indicates a member has posted their tickets for resale, but have not been sold yet.
What is the letter Q?
Replacement for "understand"
What is "appreciate?"
Renewal opportunity that indicates a 2022 member has not renewed yet and we are trying to win them back.
What is a Saves opportunity?
Process that includes educating member on member benefits, ticketing, experiences, and introductions.
Onboarding
A function of inputting something that went wrong and needs to be brought to another department's attention and needs a resolution?
What is a case with the problem type selected?
The selection under account that is flipped when an account has not logged in in awhile.
What is Suspended?
Connect, Evaluate, and Diagnose
What are the first three steps of the Sales Process?
A phone call created to notify the service rep to reach out.
What is a New Member intro call?
Retain clients and generate revenue
What is Miami Open Service rep goal?
A feature in CRM that indicates you need to reach out to someone but does not pertain to revenue generating.
What is a phone call?
The functions that prevent a member from reselling, donating or transferring their tickets because they are a bal due.
What are list codes?
Buying Motive
What is using the primary interest to find out why someone purchased?
Email being sent out to have a better understanding of what members want.
What is the Member Survey?
65+
What is minimum number of touchpoints per day?
A opportunity created because a member's card did not process during monthly payment.
What is a bal due opportunity?
The feature that allows the service rep to view a member's account manager as if they were the member.
What is Support Access?
Types of questions
What are current, desired, barrier, payout?