Ae Sales System Tools Quiz_sr

11 Questions | Total Attempts: 18

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Ae Sales System Tools Quiz_sr


Questions and Answers
  • 1. 
    As an Account Executive, you are responsible for prospecting for new business and managing your book of business, including processing new sales and renewing your customers' solutions.  True or false, Siebel CRM is the system you will use to do all of these functions?
    • A. 

      True

    • B. 

      False

  • 2. 
    On the Accounts Home page in Siebel there is a Recent Records section.  The Recent Records section displays the last _____ (type number only) accessed accounts.
  • 3. 
    In Siebel you can perform all of the following tasks EXCEPT ONE.  Choose the one task that cannot be performed in Siebel.
    • A. 

      Update an agent's or broker's name, address, phone number, and email address

    • B. 

      Add a new credit card to the agent's Payment Profile without placing an order

    • C. 

      Create Co-Broke Pre-sale orders

    • D. 

      Create solution orders for Co-Broke, Showcase, and Featured Homes

    • E. 

      Identify an agent's or broker's HLC and CLC

    • F. 

      View an agent's current and expired contracts.

    • G. 

      Add account activities, such as outbound calls made, emails sent, and webinar registrations

  • 4. 
    What tool would you use to search for prospects, customers, agents, and offices?  Choose one.
    • A. 

      Realtor Roster

    • B. 

      STaR

    • C. 

      Engage

    • D. 

      Sales Dashboard

    • E. 

      Control Panel

  • 5. 
    Which sales tool would you use to to create a Personal Wait List, view Campaigns, find Digital Ad Package inventory, and make eTime Corrections?  Choose one.
    • A. 

      Siebel

    • B. 

      Control Panel

    • C. 

      STaR

    • D. 

      Sales Dashboard

    • E. 

      Engage

  • 6. 
    Which tool allows you use to send paid and complimentary solution emails AND register agent's for webinars?  Choose one.
    • A. 

      STaR

    • B. 

      Engage

    • C. 

      Control Panel

    • D. 

      Sales Dashboard

  • 7. 
    Which tool allows you to find an agent's MLS tier, view zip codes of agent's current listings, see inventory mapped to agent's current listings, and provides you with links to other tools such as Lost Opportunities report and Melissa Data?
    • A. 

      Siebel

    • B. 

      Control Panel

    • C. 

      STaR

    • D. 

      Sales Dashboard

    • E. 

      Engage

  • 8. 
    When you are logged into an agent's account summary in Siebel, which tool (link) will you click to determine if the agent can add Top Connector (MLS integration) to their Top Producer CRM purchase.
    • A. 

      Calltrack

    • B. 

      Sales Dashboard

    • C. 

      Control Panel

    • D. 

      Engage

  • 9. 
    Which Tab in the agent's Control Panel will you complete as a Best Practice as an Account Executive?
    • A. 

      Manage Listings

    • B. 

      Reports

    • C. 

      Product Set Up

    • D. 

      Solutions

  • 10. 
    You are able to put an agent on Waitlist for CBC Inventory, that is currently not available to buy that day, through Sales Tool or through STAR.
    • A. 

      True

    • B. 

      False

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