Client Connect Training: Post Call Follow-up V3.0 And Inquiry Submission
- 1.True or False: Searching by keyword in the Post Call Follow-up Tool will return both entitled and non-entitled client recommendations.
- A.
True
- B.
False
- 2.This is any interaction where value is delivered or information is captured that will be useful for future relationships or renewals.
- A.
Review Call
- B.
CVI
- C.
Quarterly Touch Call
- 3.True or False: Launching MS Outlook will trigger the Activity automation in Client Connect.
- A.
True
- B.
False
- 4.To save a draft of your email in MS Outlook format you must:
- A.
Click the save icon and it will appear in your drafts folder
- B.
Select “Save As”, change the file type to .msg, and specify where on the computer you would like the draft to be saved
- C.
Saving drafts is not an option for Post Call Follow-up v3
- 5.When the activity is automatically generated, where is the information that was input into the Post Call Follow-up rich text editor saved:
- A.
Under the notes sub-tab of the Contact
- B.
Under the notes sub-tab of the Account
- C.
Under the notes sub-tab of the Activity
- 6.To submit an inquiry for a seatholder, go to the following location in Client Connect:
- A.
Analyst Interactions Tab -> Request Remote Interactions ->New
- B.
Contact Tab ->Contact dashboard->Request Remote Interactions
- C.
Analyst Interactions Tab -> View Service Requests -> New Analyst Interactions Tab -> View Service Requests -> New Analyst Interactions Tab -> View Service Requests -> New Analyst Interactions Tab -> View Service Requests -> New
- 7.In the event that you are not able to submit an inquiry for entitled seatholder due to entitlements being incorrect in Client Connect, you can submit the inquiry by:
- A.
Send an email from you to RES
- B.
Use the SIF, because it’s never going away
- C.
Call RES directly and then following up with the Gartner Help Desk to ensure that the entitlements are fixed in Client Connect.
- 8.You can leverage the pre-defined queries under the ‘View Service Request’ links to see (select all that apply):
- A.
All Scheduled Service Requests
- B.
Closed All
- C.
Open In Progress
- D.
Closed last 10 days
- E.
Closed last 30 days
- 9.During your next manager 1-on-1, you will share with your manager:
- A.
How to use Post Call Follow-up and submit an inquiry in Client Connect
- B.
How you have incorporated both the Post Call Follow-up v3.0 and inquiry submission in Client Connect into your day-to-day routine to ensure maximum benefit
- C.
Everything that is wrong with all the Gartner tools and systems you have been given
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