Client Connect Training: Post Call Follow-up V3.0 And Inquiry Submission

9 Questions | Total Attempts: 60

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Client Connect Training:  Post Call Follow-up V3.0 And Inquiry Submission

Questions and Answers
  • 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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