WorksheetsCRM
Total questions: 8
Worksheet time: 4mins
What does "CRM" stand for?
Client Rate Management
Customer Relationship Management
Client Relations Movement
I am not sure what CRM stands for
Why do we want to track your clients through CRM?
Give you a secure tool to store their information
Easier to coach you when we know how you're doing
Identify how many clients come back as a result of your calls
All of the above
True or False: I should use Internet Explorer to access the CRM tool
False
True
Who should I contact if I am having technical issues with the CRM tool?
Statflo directly
My AM and/or my CMR
Stephanie and CJ from GTM
All of the above
What is the benefit to the customer when using CRM?
They become aware of options they may not have known they had
Customers don't actually want to be contacted even when their term is up
They can follow up with me personally vs. someone in a call centre
Both A & C
What are some key benefits to you as the sales rep?
There are currently no benefits for me
Return business, more money, better customer experience scores
I may actually lose money by using the CRM tool
Less organization of client information
How can you positively contribute to CRM in your location?
Generating my own leads
Calling and texting my smart lists
Encouraging others to close opportunities
All of the above
A scenario where you could generate a lead is when you...
Call someone on my smart list
Respond to a text through Statflo
Don't have something in stock so you offer to call the customer back
Customer is waiting on a sale so you offer to call the customer back
