CRM Sales Training Ultimate Questions! Trivia Quiz

1. Does the customer need a copy of the Total sketcher for Tablet PC? We should enter the order ourselves rather than transferring the customer to Sales.

True

False

The customer does need a copy of the Total sketcher for Tablet PC. Instead of transferring the customer to Sales, we should enter the order ourselves.

Explanation

The customer does need a copy of the Total sketcher for Tablet PC. Instead of transferring the customer to Sales, we should enter the order ourselves.

2. We should check sales contacts to see if a customer was already working with a particular sales rep.

True

False

The statement suggests that it is important to review sales contacts in order to determine if a customer had previously established a relationship with a specific sales representative. This implies that the sales rep may have had prior knowledge or understanding of the customer's needs and preferences, which can help in providing personalized and effective sales support. Therefore, it is necessary to verify sales contacts to ensure continuity and enhance customer satisfaction.

Explanation

The statement suggests that it is important to review sales contacts in order to determine if a customer had previously established a relationship with a specific sales representative. This implies that the sales rep may have had prior knowledge or understanding of the customer's needs and preferences, which can help in providing personalized and effective sales support. Therefore, it is necessary to verify sales contacts to ensure continuity and enhance customer satisfaction.

3. During regular hours a customer calls the Tech Line and would like to purchase an XSite. What would be an acceptable option?

Enter a CST and transfer the customer to Sales

Enter a call record

Enter the order yourself

Enter a CST and schedule a call back with Sr. Tech

To handle the customer's request to purchase an XSite, the acceptable option would be to enter a CST (Customer Service Ticket) and transfer the customer to Sales. This ensures that the customer's request is properly documented and that they are directed to the appropriate department to complete the purchase.

Explanation

To handle the customer's request to purchase an XSite, the acceptable option would be to enter a CST (Customer Service Ticket) and transfer the customer to Sales. This ensures that the customer's request is properly documented and that they are directed to the appropriate department to complete the purchase.

4. If your Sales Buddy is in the Mortgage Sales Dept. You should still send a TOTAL purchase lead to them.

True

False

If your Sales Buddy is in the Mortgage Sales Dept, it would not be appropriate to send a TOTAL purchase lead to them. The reason is that the Mortgage Sales Dept specifically deals with mortgage-related sales, while a TOTAL purchase lead would be for a different type of sale. Therefore, it would be more appropriate to send a purchase lead to someone in the appropriate department who specializes in the type of sale that the lead pertains to.

Explanation

If your Sales Buddy is in the Mortgage Sales Dept, it would not be appropriate to send a TOTAL purchase lead to them. The reason is that the Mortgage Sales Dept specifically deals with mortgage-related sales, while a TOTAL purchase lead would be for a different type of sale. Therefore, it would be more appropriate to send a purchase lead to someone in the appropriate department who specializes in the type of sale that the lead pertains to.

5. You were the CST in the sale of a domain to an XSite customer. This $29 sell was the only item on the invoice. You will get a CST Bonus.

True

False

The given statement is false. The reason is that the statement states that you will get a CST Bonus for the sale of a $29 domain to an XSite customer. However, it does not specify whether the bonus is guaranteed or dependent on any conditions. Therefore, it cannot be concluded that you will definitely receive a CST Bonus for this sale.

Explanation

The given statement is false. The reason is that the statement states that you will get a CST Bonus for the sale of a $29 domain to an XSite customer. However, it does not specify whether the bonus is guaranteed or dependent on any conditions. Therefore, it cannot be concluded that you will definitely receive a CST Bonus for this sale.

6. Who is the Sales Manager of the Appraisal Sales Team?

Michael Boyd

Chris Sullivan

Brian Hedges

Sean Shiplet

Brian Hedges is the Sales Manager of the Appraisal Sales Team.

Explanation

Brian Hedges is the Sales Manager of the Appraisal Sales Team.

7. When sending a CD for Aurora or Total. We should:

Verify the address that we are sending it to

Check with a Team Lead to see about making it free if needed

Verify that we are speaking with the account holder or other authorized party

Transfer to sales to process the order

The correct answer suggests that when sending a CD for Aurora or Total, there are certain steps that should be followed. These steps include verifying the address that the CD is being sent to, checking with a Team Lead to see if it can be made free if necessary, and ensuring that the person we are speaking with is the account holder or an authorized party. These steps are important to ensure that the CD is sent to the correct address, any necessary adjustments are made, and that the CD is only provided to authorized individuals.

Explanation

The correct answer suggests that when sending a CD for Aurora or Total, there are certain steps that should be followed. These steps include verifying the address that the CD is being sent to, checking with a Team Lead to see if it can be made free if necessary, and ensuring that the person we are speaking with is the account holder or an authorized party. These steps are important to ensure that the CD is sent to the correct address, any necessary adjustments are made, and that the CD is only provided to authorized individuals.

Submit

8. When adding a Sales Tech Referral what pertinent info should we add to the notes?

Who you spoke with

Your team lead's initials

The product that we sell that would alleviate their plans or issues

Issue they were having

When adding a Sales Tech Referral, it is important to include the following pertinent information in the notes: who you spoke with, the product that we sell that would alleviate their plans or issues, and the issue they were having. This information helps provide context and clarity for future reference and ensures that the referral process is smooth and efficient.

Explanation

When adding a Sales Tech Referral, it is important to include the following pertinent information in the notes: who you spoke with, the product that we sell that would alleviate their plans or issues, and the issue they were having. This information helps provide context and clarity for future reference and ensures that the referral process is smooth and efficient.

Submit

9. During troubleshooting, you realize that you have run out of Flood maps and need more for testing an address. What would be the correct course of action?

Log onto www.alamode.com/myaccount and order maps

Call Sales and have them add the Flood maps for you

Enter a zero dollar order for yourself

Notify your team lead immediately

The correct course of action would be to enter a zero dollar order for yourself. This means that you would place an order for the Flood maps without having to pay for them. This would allow you to obtain the necessary maps for testing the address without incurring any additional costs.

Explanation

The correct course of action would be to enter a zero dollar order for yourself. This means that you would place an order for the Flood maps without having to pay for them. This would allow you to obtain the necessary maps for testing the address without incurring any additional costs.

10. On the weekend or after hours if a customer needs to renew their support contract. You can see that their support contract ended about an hour ago. Which would be an acceptable option?

Suggest that they renew Online.

Enter the order yourself.

Suggest that they call back during regular business hours. Use the Temporary UC Activation for tonight.

The correct answer is to suggest that they renew online, enter the order yourself, and suggest that they call back during regular business hours and use the Temporary UC Activation for tonight. This option provides the customer with multiple choices to renew their support contract. They can choose to renew online, which is convenient for them during the weekend or after hours. Additionally, the option to enter the order yourself allows for immediate support without having to wait for the customer to call back during business hours. Finally, suggesting that they call back during regular business hours and use the Temporary UC Activation ensures that they receive the necessary support while also following the proper procedures.

Explanation

The correct answer is to suggest that they renew online, enter the order yourself, and suggest that they call back during regular business hours and use the Temporary UC Activation for tonight. This option provides the customer with multiple choices to renew their support contract. They can choose to renew online, which is convenient for them during the weekend or after hours. Additionally, the option to enter the order yourself allows for immediate support without having to wait for the customer to call back during business hours. Finally, suggesting that they call back during regular business hours and use the Temporary UC Activation ensures that they receive the necessary support while also following the proper procedures.

Submit