WorksheetsService-Sales Quiz 1
Total questions: 20
Worksheet time: 20mins
Which 2 search possibilities do you know in Lotus Notes?
Quick search (or view search)
Simple search
Full text search
Address search
What kind of conditions have to be met to use quick-search in normal views?
You need to know the first capital(s) of your wanted word
You can search for any term or partial text
Placeholders are not possible
What kind of conditions have to be met to use quick-search in tables?
Column within you want to search has to be activated
Pre-selection of a column is not needed
You need to know the first capital(s) of your wanted word
Placeholders are not possible
What are the main benefits of the CRM system (3 possible)?
Keep the focus on the customer
Centralize all customer information
CRM is primarily a marketing tool
Sharing & distributing of information with others
Quotes will be created by the system automatically
Find and select all event types for a calendar entry
Uptime training (MSBU, in-field)
Installed Base check (MSBU)
Inform back office
Create new contact person
Travel
How many levels does the contact database have and name them?
3 - Company Department Contact
2 - Company Contact
3 - Customer Department Person
Find and select all follow-up activities for events
Follow-up by phone
Create new contact person
Follow-up quotation/offer
Installation/Instruction
New appointment
Which information (if available) should be entered/modified while creating an opportunity?
Opportunity type
Close Date
Contract Start/End Date
Probability of the opportunity
Follow-up date
How to you link (create/connect) a calendar entry to a contact
Use “Actions/relate to address…” from calendar entry
Create calendar entry directly from contact
Add appointment to contact
Display appointments under contact
Where do you find automatic created opportunities dedicated to you
Contact DB/Navigation Bar/Sales Force/Addresses/For Approval
Opportunity DB/ Navigation Bar/Sales Force/ My active & new opportunities
Office DB/Navigation bar/Sales Force/My Tasks
What information has to be updated within the appointment entry by the end of each day (in the visit report)?
Detailing start and finishing time
Who was involved with each visit?
Which follow-up activity is needed?
Opportunity type
The close date of the opportunity
Which Service revenues are shown on a Customer Level?
Field Service and Workshop activities
Field Service activities
Workshop activities
Closed Service activities only
When are opportunities for Contract Renewal created automatically?
180 days before expiration date of existing contract
60 days before expiration date of existing contract
30 days before expiration date of existing contract
Never, it has to be done by the TM manually after checking the existing contract
Exactly 3 days before expiration date of existing contract
What are the main tasks to maintain after a customer visit inside CRM?
Review equipment usage
Use OlyPlan to prepare the next day activities
Enter next follow-up activity
Inform your superior about the meeting results
Write visit report
Whom do you contact, if you want to address a change or idea to further improve the CRM system?
Sales Manager
IT
Content Manager
Product Manager
Customer Service
Why do you need to make an opportunity?
Needed for Management
To manage all needed parameters of the opportunity in one place
To add/deduct devices for the planned new contract
As a basis for the new contract/offer calculation in CPQ
What do you do if you want to add a new customer contact into your contacts DB in CRM?
Use search function to check whether it is already available
Make sure to add it on Department level only
Create new contact anywhere on one of the three levels
Ask back office to create the contact
Approve the contact first
How can you delegate tasks to Uptime Support Manager or Product Sales colleagues?
Create Task, assign to “Others”, select person
Action-Notify, select person
Create Meeting, select person, invite person
What are the 3 key activities in the approaching stage (prepare first meeting with customer)?
Manage Opportunity
What to reach at the end at this appointment?
Which competitor instruments are available
Which devices are relevant for the Offer I want to negotiate?
What date will the customer sign the contract?
Which of the following event is exclusively an Uptime Support Visit? (only one)
Negotiation (MSBU)
Installed Base check (MSBU)
Uptime Training (MSBU)
Meeting in field
