bpreston
Quiz by , created more than 1 year ago

This exam covers the CRM and CRM processes for the Stelcor Energy Energy Consultant.

70
0
0
bpreston
Created by bpreston over 9 years ago
Close

CRM Exam

Question 1 of 15

1

What is CRM an acronym for?

Select one of the following:

  • Customer Relationship Management

  • Consumer Relationship Managment

  • Customer Review Manager

Explanation

Question 2 of 15

1

The CRM is a system for managing a company’s interactions with current and future customers.

Select one of the following:

  • True
  • False

Explanation

Question 3 of 15

1

What is the purpose of the CRM for Stelcor Energy's Admin and Management?

Select one or more of the following:

  • The CRM allows businesses to track leads, sales, productivity projects across all markets, in one centralized platform.

  • The CRM allows admin to create reports to better analyze markets and track lead conversion, sales, and potentials in company’s pipeline

  • The CRM allows Stelcor Energy's Management to track solar appointments, and their activity.

Explanation

Question 4 of 15

1

It 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.

Select one of the following:

  • True
  • False

Explanation

Question 5 of 15

1

The CRM is the lifeblood of Stelcor Energy's Sales and Operations Department.

Select one of the following:

  • True
  • False

Explanation

Question 6 of 15

1

How many times, per day, should a Stelcor Energy Energy Consultant check their CRM for new activity?

Select one of the following:

  • at least 1 time a day

  • at least 2 times a day

  • at least 3 times a day

Explanation

Question 7 of 15

1

How many times, per day, should a Stelcor Energy Energy Consultant check their Stelcor Energy email account for important company updates or newly assigned leads?

Select one of the following:

  • at least 1 time a day

  • at least 2 times a day

  • at least 3 times a day

Explanation

Question 8 of 15

1

After 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) ________________.

Select one or more of the following:

  • Account

  • Deal

  • Contact

  • Solar Project

Explanation

Question 9 of 15

1

After 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.

Select one of the following:

  • notes

  • attachments

  • calls

Explanation

Question 10 of 15

1

It 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.

Select one of the following:

  • True
  • False

Explanation

Question 11 of 15

1

After 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.

Select one of the following:

  • account

  • deal

  • lead

  • solar project

Explanation

Question 12 of 15

1

A lead is a potential customer that we have not met with.

Select one of the following:

  • True
  • False

Explanation

Question 13 of 15

1

A 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.

Select one of the following:

  • True
  • False

Explanation

Question 14 of 15

1

Once a deal status is set to contract signed, the ____________________ will then review and process the contract before it is passed to accounting.

Select one of the following:

  • National Sales Director

  • Energy Consultant

  • Regional Sales Manager

Explanation

Question 15 of 15

1

What information is needed within the deal page for the deal to be approved by the Regional Sales Manager?

Select one or more of the following:

  • signed and completed contract

  • signed and completed financing paperwork

  • signed and completed utility paperwork

  • solar and energy efficiency upgrades inputted into the customer's deal page

  • any photos of items that require energy efficiency upgrades

Explanation

Previous
Next