SalesForce/ Sandbox Flashcards
What can be searched in Salesforce to find a customers account/ quote?
- Company name
- Email (full email or email domain)
- Serial number (preferred, fastest)
- Phone number
- Customer name
- MSW quote ID
- Opportunity name
- Case number (tech support)
What is the difference between Partner and Program managed?
Partner managed: You do not contact the end customer- only deal with the partner!
Program: You deal directly with the end customer!
Went is it acceptable to call the end customer when dealing with a Partner Managed account?
You can only call when the device is expired!
What does a CTA stand for?
Call to action!
What is the proper format for next step notes?
Date - Initials - Product - Note/ update on account - Follow up plan
How do you get to your CTA’s
Gainsight - Cockpit
What is the difference between Closed Lost and Cancelled?
Closed Lost- they went to a competitor
Cancelled- they are not interested in service for any other reason
How can you open the customers quote in Sandbox from the renewal page?
Click on “Sales MSW Link” or the “Customer Link”
What do we call MySonicWall for employees?
Sandbox!
What is the only thing in Sandbox you can directly take payments for?
Subscription Renewals
What tab in SalesForce do you go to find your reports?
Dashboards!
