Showroom - Introduction Quiz

1. You can upload and associate videos with Vehicle Products that can then be included in the Presentation Screen to help sell the product.

True

False

2. Access control to Showroom mirrors the access control a user has to the CRM module.

True

False

3. What does the below icon indicate within a Showroom screen?

You can apply a filter(s) to the information on the screen

You can expand the information panel to see more detail

It is the contextual menu to allow you to process items

This allows you to continue today's contact with out adding more contact history

/api/ckeditor_images/Filter Icon.png

Explanation

/api/ckeditor_images/Filter Icon.png

4. My Leads will show any leads presented from an external source, this could be a manufacturer or web site contact from the Internet.

True

False

5. Once a Customer Order has been raised, when should the Handover date be selected?

After vehicle invoicing has taken place and the vehicle has been delivered.

When a quote has been raised to the customer.

Never, the system selects the handover date.

6. Which screen would a Sales Manager use for morning meetings to keep control over customers who have not ordered vehicles and have no next contact date?

Open Opportunities

Outstanding Orders

Contacts

Overdue Appointments

7. Within the Sales Process screen there are a number of panels. Which panel is blanked out in the below image?

Letters

Video

Documents

Appraisal

8. Which two of the below Enquiry Defaults need to be setup prior to using Showroom?

Walk In

Dealer Visit

Telephone

Web Email Enquiries

Submit

9. What does the below icon allow you to do within Showroom?

Filter the information on the screen

Manually add additional sales contact history

Send a letter to the customer

Email a copy of their desired vehicle details

/api/ckeditor_images/Add Contact History Icon.png

Explanation

/api/ckeditor_images/Add Contact History Icon.png

10. What do you need to complete to remove an entry from the My Orders tile?

You need to complete the vehicle invoice

You need to complete the vehicle payment calculator

You need to complete the vehicle handover

The vehicle needs to be fully paid for by the customer

11. When processing a Lost Sale, which two pieces of information do you need to complete?

Lost Sale Group / Reason

Lost Sale notes

Lost Sale value

Lost Sale follow up date

Submit

12. Select the valid System Roles from the ones below that are used within the Showroom module.

Salesperson

Supervisor

Customer Services

Sales Manager

Submit

13. Which process would you need to complete to add a trade-in Offer Value and SIV within the Sales Process screen?

Trade-in > Appraisal

Test Drive > Appraisal

Desired Vehicle > Appraisal

Offers & Orders > Appraisal

14. The panels available with in the Sales Process screen must be processed in order from the first to the last panel.

True

False

15. As you work your way through the Sales Process panels, sales contact history has to be manually added as each panel is completed.

True

False

It's automatically created.

Explanation

It's automatically created.

16. When do missed Appointments become overdue and appear in the Overdue Appointments tile?

As soon as the time of the planned appointment has passed

The day after the planned appointment has passed

The next hour after the planned appointment has passed

The next 24 hours after the planned contact has been passed

17. How would you close a Sales Opportunity? (Select more than one if needed)

Add contact history and add another Sales Opportunity to clear the first one opened.

Add contact history to lost the Sales Opportunity raised, if no further deal is taking place.

Add contact history to follow up with the customer.

Raise a Customer Order against the CRM record, as the vehicle is being sold.

Submit

18. When creating a new customer record within Showroom you can type in the full name of the customer in a single field and that will then be split into the correct fields within CRM. What could stop that happening correctly?

If the customer has a title that has not been created in CRM

If a Company Name is created at the same time

If the customer has a hyphenated forename

If the customer has a middle name

19. Which two Showroom tiles effectively replace the salespersons Sales Contact Diary?

Appointments

Overdue appointments

Lost sales

My Opportunities

Submit

20. Within the My Lost Sales tile, which of the below processes would allow you to create a contact to `second face` a customer?

View Customer > Next Contact

Add Customer Contact > Next Contact

Future Contact > Next Contact

View Customer > Second Face

Submit

Showroom - Introduction Quiz

1. You can upload and associate videos with Vehicle Products that can then be included in the Presentation Screen to help sell the product.

2.

What first name or nickname would you like us to use?

2. Access control to Showroom mirrors the access control a user has to the CRM module.

3. What does the below icon indicate within a Showroom screen?

4. My Leads will show any leads presented from an external source, this could be a manufacturer or web site contact from the Internet.

5. Once a Customer Order has been raised, when should the Handover date be selected?

6. Which screen would a Sales Manager use for morning meetings to keep control over customers who have not ordered vehicles and have no next contact date?

7. Within the Sales Process screen there are a number of panels. Which panel is blanked out in the below image?

8. Which two of the below Enquiry Defaults need to be setup prior to using Showroom?

9. What does the below icon allow you to do within Showroom?

10. What do you need to complete to remove an entry from the My Orders tile?

11. When processing a Lost Sale, which two pieces of information do you need to complete?

12. Select the valid System Roles from the ones below that are used within the Showroom module.

13. Which process would you need to complete to add a trade-in Offer Value and SIV within the Sales Process screen?

14. The panels available with in the Sales Process screen must be processed in order from the first to the last panel.

15. As you work your way through the Sales Process panels, sales contact history has to be manually added as each panel is completed.

16. When do missed Appointments become overdue and appear in the Overdue Appointments tile?

17. How would you close a Sales Opportunity? (Select more than one if needed)

18. When creating a new customer record within Showroom you can type in the full name of the customer in a single field and that will then be split into the correct fields within CRM. What could stop that happening correctly?

19. Which two Showroom tiles effectively replace the salespersons Sales Contact Diary?

20. Within the My Lost Sales tile, which of the below processes would allow you to create a contact to `second face` a customer?