Process
What are the 3 safety & planning documents that are required for all customer Awards?
Pre-Planning Work Plan
Daily Report
24 Hour Look Ahead
What is the first thing you do before entering an account in CRM?
Search CRM to see if the account already exists.
What are the business hours a customer can call the Solution Center to request service?
One of the biggest selling points for promoting one point of contact!
24/7
Where will you store all your bid related data for these National Customers?
Tecta Cloud
What is the first step when you have your first opportunity?
Fill out the new opportunity form and send it to Kelly and Beth to enter in CRM.
What sets us apart from our competitors?
National company with a local commitment.
Consistent Deliverables
Safety programs & ability
National Call Center with 24/7 support
For Service Proposals, what is the dollar threshold required for Kents review.
25K
What symbol is the wild card search function in CRM?
Asterisk symbol
Why do proposals all need to be in the same format?
Consistent deliverables regardless of what region it comes from.
Where do we store Kents bid review approvals?
In the cloud with the project or bid documents.
What should you set your probability to when you have been asked for a best and final or have active negotiation?
75%
2 Phase Question: What is the minimum Gross Margin mark up on service proposals and capital proposals?
Service: 35%
Capital: 25%
What should you do if your estimated close date is in the past?
Contact the customer for an update on the opportunity. Then edit the date it is expected to close or mark it lost. Lastly, notify Beth and Kelly so they can update the parent opportunity.
When executing excellence what documented process should we follow?