CRM Sales Training Ultimate Questions! Trivia Quiz

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.

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.

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.

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.

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.

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.

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.

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.

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

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.