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Question 1
Question
What is CRM an acronym for?
Answer
-
Customer Relationship Management
-
Consumer Relationship Managment
-
Customer Review Manager
Question 2
Question
The CRM is a system for managing a company’s interactions with current and future customers.
Answer
- True
- False
Question 3
Question
What is the purpose of the CRM for Stelcor Energy's Admin and Management?
Answer
-
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
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The CRM allows Stelcor Energy's Management to track solar appointments, and their activity.
Question 4
Question
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.
Answer
- True
- False
Question 5
Question
The CRM is the lifeblood of Stelcor Energy's Sales and Operations Department.
Answer
- True
- False
Question 6
Question
How many times, per day, should a Stelcor Energy Energy Consultant check their CRM for new activity?
Answer
-
at least 1 time a day
-
at least 2 times a day
-
at least 3 times a day
Question 7
Question
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?
Answer
-
at least 1 time a day
-
at least 2 times a day
-
at least 3 times a day
Question 8
Question
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) ________________.
Answer
-
Account
-
Deal
-
Contact
-
Solar Project
Question 9
Question
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.
Answer
-
notes
-
attachments
-
calls
Question 10
Question
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.
Answer
- True
- False
Question 11
Question
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.
Answer
-
account
-
deal
-
lead
-
solar project
Question 12
Question
A lead is a potential customer that we have not met with.
Answer
- True
- False
Question 13
Question
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.
Answer
- True
- False
Question 14
Question
Once a deal status is set to contract signed, the ____________________ will then review and process the contract before it is passed to accounting.
Answer
-
National Sales Director
-
Energy Consultant
-
Regional Sales Manager
Question 15
Question
What information is needed within the deal page for the deal to be approved by the Regional Sales Manager?
Answer
-
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
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