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