Saleslogix Opportunities & Forecasting (Mod 6)
Thank you for watching the recorded webinar. Please complete all questions as this will give us feedback on the progress of our training. Reminder: the last question will not be a part of the overall grade.
- 1.After watching the SalesLogix Training on Opprotunities & Forecasting, do you have any additional questions?
- 2.What field in the opportunity section will determine if the LOB is on the open dashboard or the closed dashboard?
- A.
CSC
- B.
Status
- C.
Account Mgr.
- D.
All of the above
- 3.When partnering with another rep on an account, who is responsible for entering the opportunities into SalesLogix?
- A.
The rep who has the territory
- B.
The rep who discovered the opportunity
- C.
Both reps with the forecast percentage of next revenue they have agreed to split
- D.
All of the above
- E.
None of the above
- 4.What status should an opportunity be once the account decides to go with a different provider?
- A.
Open
- B.
Closed-Won
- C.
Closed-Lost
- D.
Delete it
- E.
None
- 5.What stage is the opportunity in once the prospect has accepted our fees and the account is set up?
- A.
Prospect
- B.
61-120
- C.
0-60
- D.
Committed
- E.
Closed-Won
- 6.In the opportunity section which field would you indicate that the LOB has been retained?
- A.
Status
- B.
Sales Type
- C.
State
- D.
CSC
- E.
Sold Date
- 7.ABC Company has agreed to accept our CHB fees for their annual 6,000 entries. Highgate and Atlanta CSC's will be processing the work. Highgate will process 4,000 of the entries and Atlanta will process 2,000. The client will be charged an entry fee of 12.00 each for Highgate and 70.00 for Atlanta entries. Choose the option below that should be correct in forecasting these opportunities in SalesLogix.
- A.
Net Revenue for Atlanta CHB $420,000 Net Revenue for Highgate CHB $24,000
- B.
Net Revenue for Atlanta CHB $140,000 Net Revenue for Highgate CHB $48,000
- C.
Net Revenue for Atlanta CHB $70,000 Net Revenue for Highgate CHB $120,000
- 8.Using the above example what would be the correct forecasting if two reps are partnering and they are splitting the net revenue 50/50?
- A.
Net Revenue for Atlanta CHB $70,000 Net Revenue for Highgate CHB $120,000
- B.
Net Revenue for Atlanta CHB $25,000 Rep A Net Revenue for Atlanta CHB $25,000 Rep B Net Revenue for Highgate CHB $50,000 Rep A Net Revenue for Highgate CHB $50,000 Rep B
- C.
Net Revenue for Atlanta CHB $70,000 Rep A Net Revenue for Highgate CHB $24,000 Rep A Net Revenue for Atlanta CHB $70,000 Rep B Net Revenue for Highgate CHB $24,000 Rep B
- D.
All of the above
- 9.What is the importance of adjusting the Estimated Close Date of opportunities in SalesLogix?
- A.
Accurate open dashboards
- B.
Warehouse space projections
- C.
Staffing resources
- D.
Pipeline managment
- E.
All of the above
- 10.If ABC Company has been lost in the last 6 months and you have regained the business, what would be the correct Sales Type to enter before closing the opportunity?
- A.
New
- B.
New Existing
- C.
Retained
- D.
Saved
- 11.Last year we secured ABC Company's CHB business. This year through your hard work and cross selling efforts IFF has now been secured. Which Sales Type would you chose to enter in SalesLogix?
- A.
New
- B.
New Existing
- C.
Retained
- D.
Saved
- 12.Where should all documentation "fee quotes, credit application, warehouse rates" be inserted for visibility and support of working the sales process for all accounts?
- A.
Details tab
- B.
Attachment tab
- C.
Activity tab
- D.
Notes tab
- 13.When reviewing your monthly committed report, which two stages determine what data is on the report? Check all that apply.
- A.
Prospect
- B.
Quote
- C.
61-120
- D.
0-60
- E.
Committed
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