CRM Commercial Quiz

How many levels does new account hierarchy in CRM have?

• 2
• 3
• 4
• 5

What does "Local Group" mean?

• A specific office branch of a customer, identified in the system by a unique code
• A group of MSC codes that are part of the same company and located in the same country
• The aggregation of MSC Codes that all belong to the same company

Where will you monitor performance at local and global levels?

• Local Group
• MSC code and Local Group
• MSC code, MSC Group and Legal group
• Local Group, MSC Group, Legal group

How many different opportunity typologies are there in CMR, and what are they?

• 2 typologies: Spot & Long term
• 3 typologies: Spot & Tender & Long term
• 2 typologies: Spot & Reccurrence

What benefits will the opportunity management process provide in CRM?

• Efficiently track and manage agency and customer pipeline
• End-to-end process to manage deals
• Encourage collaboration across teams and agencies
• Effective volume performance tracking
• All are corrrect

Timeframe to complete the guided Sales Visit Report?

• 2 days after the visit
• 3 days after the visit
• 4 days after the visit
• 7 days after the visit

What are the steps in visit management process overview?

• Planning/Execution/Sales Visit Report
• Planning/Preparation/Sales Visit Report
• Planning/Preparation/Execution/Sales Visit Report & next steps

How many quote lane statuses are available in CRM opportunities and what are they?

• 4 (Ready to Share/Sent To customer/Accepted/Rejected)
• 3 (Ready to Share/Accepted/Rejected)
• 2 (Accepted/Rejected)

In the quote request process, would it be good if the volumes are not matched?

• Yes, can unmatched volume
• No, it must be matched, otherwise the system will show notifications to request match the volume

Can a trade user see an opportunity created by someone of another agency on his/her assigned trade, without being added to the Opportunity Team?

• Yes
• No