WorksheetsPresales Quiz
Total questions: 21
Worksheet time: 5hrs 15mins
Mention the 3 subcategories of Presales:
Select the options that describe tasks of a Presales agent:
Validation of Deal details
Modifying Orders
Modifying existing Deals
Provide General Deal Guidance
"A person who works for Cisco and is responsible for the management of sales and relationships with particular customers". This concept refers to:
Account Managers
Partner Account Managers
CAM's
Which types of Deals are created by Partners in CCW?
Transactional Deals
Promotional Deals
Global RNSD
Quick Quotes
Sales AM's create Deals in the following tool:
CSH
CCW
SFDC
AWB
Deals=Opportunities
True
False
Mention 2 characteristics of Reusable Non-Standard Deals:
Anny kind of additional discounts usually negotiated with the AM:
Incentives
Standard Discounts
Promotions
Non Standard Discounts
Is used manage the Install Base of an End Customer and it will be required to assign it when submitting a deal for approval:
Smart Accounts
Quote Number
Deal ID
Price List
Select the deal status that defines the following : "Deal has passed approved expiration date and is no longer active. If deal is a registered promotional deal, the partner has 45-days post expiration date to request an extension - AM will receive the extension request and can either approve or decline. If quick quote or transactional SFDC deal, AM can reopen and resubmit with new duration in order to extend out the expiration date as needed (if reopen button is present)."
Pending Qualification
Expired
Deals Desk Engaged
Rejected
If required in a case, should you contact the approvers of a Deal?
Yes, I should contact them and ask for an update
No, we never contact the approvers of a Deal
Mention the name of the article that you can use in order to verify the Approval Route in a Deal:
A Deal can include more than one quote
True
False
If an AM asks why a transactional deal is in 'Closed' quote status, how do you respond to the request?
Provide guidance that 'closed' status means all items on the deal have been consumed and therefore the deal is no longer active.
State that the deal is active and ready to be ordered.
Ask the AM if you can reopen the deal.
Provide approval route on deal.
When receiving a request to assist in approving a Deal ID, how would you handle?
State that STAR cannot approve deals.
Clarify that STAR cannot approve on behalf of the listed approver on the deal, but also provide the approval route in order to advise pending approvals and contact information.
Provide next approver.
Confirm who AM is on the deal.
If you have a request to create a new opportunity, what are the bare minimum requirements in order to proceed?
End customer, Partner, Discount level & forecasting position.
All required fields in SFDC in order to create a deal.
AM, End Customer, Partner, Partner Contact, Quote Name.
End customer, Forecasting Position & AM.
When working on a request to update discounts, what does not need to be done in order to proceed? (Choose 2 options)
Check quote status to see if deal can be reopened and modified.
Check buy method on quote.
Check if there is a partner listed on the quote.
Check if the requester is the assigned AM.
If asked to collaborate an opportunity, what needs to be done?
Check if the deal is internally created in SFDC, therefore requires partner collaboration for orderability.
Ensure there is a partner listed on the deal.
Check to see if there is a PAM listed on the deal.
Ask AM to confirm partner contact information, if not already provided, in order to collaborate.
All of the above.
When working on a request to discount an existing Deal ID, what should be done before modifying the pricing?
Proceed to reopen quote and apply requested discounts.
Check if discounts are already applied.
Check if the requestor is eligible per the eligibility policy
Check if AM is shared on the deal.
If a requester is asking for assistance on why they cannot submit a potential local RNSD, what should you do before contacting the account manager? (Choose 2 options)
Check the deal IDs listed & see if they were created as reusable quotes properly.
Provide general guidance on RNSDs.
Check to ensure all local & relating global deal IDs are provided, in order to look into the request and provide proper guidance to the specific situation.
Check to see if the relating global DID is in approved status.
If an AM asks why a transactional deal is in 'Closed' quote status, how do you respond to the request?
Provide guidance that 'closed' status means all items on the deal have been consumed and therefore the deal is no longer active.
State that the deal is active and ready to be ordered.
Ask the AM if you can reopen the deal.
Provide approval route on deal.
