Otis & Elevator Trivia
Once a quote is configured in CPQ you must do what before generating a proposal document?
Finalize (Activate) the quote
What was the first global business office to use Service Sales CRM?
Jacksonville
A Linx "negotiation" is most similar to what record type in Sales CRM?
Opportunity
Name 3 tabs you can navigate to on an Account record. (not the static navigation pane)
Buildings & Units, O Maint, T Order, S Mod, Cancellation alter, Contacts, Activities, Capital Plans, Financials, Inspection Report, Approval Status, Administration, Document Search
Which was built first: the first elevator unit or the first elevator shaft?
Elevator shaft (1853 - 4 years prior to the elevator)
True or False: There are 5 stages in the Opportunity business process flow.
False
Service Sales CRM was developed using which commercial product?
Microsoft Dynamics
What is a global term that is synonymous to "Strategic Account"?
Key Account
Name exactly 4 Record Types that can be Created from the Quick Create Menu
Account, Building, Contact, Lead, Opportunity, Appointment, Email, Phone Call, Task
What was the first date Otis Elevator stock was publicly traded as an independent company?
April 3, 2020
True or False: If a sales rep is out of office and one of their customers requests an Open Order proposal, a sales rep within the same branch must request permissions from their manager to generate the proposal on their behalf.
False
Before being reverted back to its original name, the Cancellation Alert record was originally named what for most of the Sales CRM project?
Cancellation Prevention
Describe the 2 paths a user can take to cancel a unit
Open the contract record. Select the units. Click "cancel".
Create a cancellation alert. Close the CA as lost.
In 1853 Elisha Otis invited which elevator product/component?
Safety Brake
What is displayed on the confirmation message upon clicking "Send for Booking" on a Maintenance Opportunity?
A reminder that all required documentation is uploaded before submitting to O Billing
Name 4 core ceremonies held when operating under the agile methodology
Sprint Planning
Daily Scrum/Stand-up
Sprint Review/Demo
Retrospective
PI Planning
Name the 4 "Renegotiation types" currently in Sales CRM
Power Users may use the funnel icon to take them to which CRM navigation feature?
Advanced Find
Describe the process to add an Otis ONE subscription to an existing customer Otis services
Create a Renegotiation Opportunity, Link the existing service contract, Select Otis ONE in the quote scope options, Select the subscription tier and pricing, Generate the rider document, Upload the signed rider, Send for booking
An approval to the Branch General Manager is required for a recapture/conversion quote if the Sales Quality is below what threshold?
85%
An "Account", "Quote", and "Lead" are all examples of what CRM industry standard term?
Entity
This tab common amongst almost all record types is always the first the first listed under the "Related" tab.
Document Upload