Quiz
CRM Exam
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Fragen in diesem Quiz (15)
1What is CRM an acronym for?
- ACustomer Relationship Management
- BConsumer Relationship Managment
- CCustomer Review Manager
2The CRM is a system for managing a company’s interactions with current and future customers.
- ARichtig
- BFalsch
3What is the purpose of the CRM for Stelcor Energy's Admin and Management?
- AThe CRM allows businesses to track leads, sales, productivity projects across all markets, in one centralized platform.
- BThe CRM allows admin to create reports to better analyze markets and track lead conversion, sales, and potentials in company’s pipeline
- CThe CRM allows Stelcor Energy's Management to track solar appointments, and their activity.
4It is important for Stelcor Energy's Energy Consultants to keep their CRM updated because Stelcor Energy will be able to accurately track progress and create reports to better capitalize on each market and facilitate sales to close as many deals as possible.
- ARichtig
- BFalsch
5The CRM is the lifeblood of Stelcor Energy's Sales and Operations Department.
- ARichtig
- BFalsch
6How many times, per day, should a Stelcor Energy Energy Consultant check their CRM for new activity?
- Aat least 1 time a day
- Bat least 2 times a day
- Cat least 3 times a day
7How many times, per day, should a Stelcor Energy Energy Consultant check their Stelcor Energy email account for important company updates or newly assigned leads?
- Aat least 1 time a day
- Bat least 2 times a day
- Cat least 3 times a day
8After a Stelcor Energy Energy Consultant has met and presented a proposal to a lead, the Energy Consultant is required to convert that specific lead in a(n) ________________.
- AAccount
- BDeal
- CContact
- DSolar Project
9After the held appointment is converted, Stelcor Energy Energy Consultants are required to input an in-depth, detailed review of their appointment within the Deal's _________ section, so it can be reviewed at a later time.
- Anotes
- Battachments
- Ccalls
10It is the Energy Consultant's responsibility to update their CRM with events calendars with their own personal "busy" times, so the Stelcor Energy appointment setters can fill the sales representatives calendars with appointments at the correct times.
- ARichtig
- BFalsch
11After the lead is converted, sales representatives need to upload and attach, the customer's most recent excel proposal document to the customers' ___________ page within the CRM.
- Aaccount
- Bdeal
- Clead
- Dsolar project
12A lead is a potential customer that we have not met with.
- ARichtig
- BFalsch
13A lead status of Needs Design Sketch, indicates that Stelcor Energy's Sales Department will be mocking up a sketch and proposal for the leads appointment.
- ARichtig
- BFalsch
14Once a deal status is set to contract signed, the ____________________ will then review and process the contract before it is passed to accounting.
- ANational Sales Director
- BEnergy Consultant
- CRegional Sales Manager
15What information is needed within the deal page for the deal to be approved by the Regional Sales Manager?
- Asigned and completed contract
- Bsigned and completed financing paperwork
- Csigned and completed utility paperwork
- Dsolar and energy efficiency upgrades inputted into the customer's deal page
- Eany photos of items that require energy efficiency upgrades
Informationen
- Beschreibung
- This exam covers the CRM and CRM processes for the Stelcor Energy Energy Consultant.
- Autor
- bpreston
- Sprache
- English
- Aufrufe
- 120
- Schlagwörter
- Bewertung
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