Podcast
Questions and Answers
Which of the following tools is primarily used for customer accounts and leads management?
Which of the following tools is primarily used for customer accounts and leads management?
MyQuest serves as a ticketing system for managing internal customer requests.
MyQuest serves as a ticketing system for managing internal customer requests.
True
What does CRM stand for?
What does CRM stand for?
Customer Record/Relationship Management
The ________ is an internal tool used to locate sales, service, and parts contacts.
The ________ is an internal tool used to locate sales, service, and parts contacts.
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Match each tool with its primary function:
Match each tool with its primary function:
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Which tool is specifically designed to generate quotes for spare parts?
Which tool is specifically designed to generate quotes for spare parts?
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The Business Portal is primarily used for internal communications between employees.
The Business Portal is primarily used for internal communications between employees.
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What is the primary function of the C4C CRM tool?
What is the primary function of the C4C CRM tool?
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The __________ is an internal tool that helps locate sales, service, and parts contacts.
The __________ is an internal tool that helps locate sales, service, and parts contacts.
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Match each tool with its primary purpose:
Match each tool with its primary purpose:
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Study Notes
C4C (Cloud 4 Customer) CRM
- CRM system for managing customer accounts, contacts, registered products, leads, and opportunities.
- Utilized by the Parts and Equipment Sales departments for quoting processes.
MyQuest
- Manages ticket types and outlines internal procedures, guidelines, and policies.
- Serves as a centralized platform for internal communications, reducing reliance on emails and phone calls through a queue system.
Business Portal
- A resource for locating applications, products, ECBs (Enterprise Change Boards), literature, and documentation.
- Functions as a documentation database, supporting easy access to information for users.
Sales Locator
- An internal tool designed to find sales, service, and parts contacts within the organization.
- Enhances internal communication and contact retrieval for better efficiency.
BOM Extractor
- Offers detailed kits breakdown by listing sub-parts of bundled kits.
- Delivers superior results compared to the IQ2 system for kit information retrieval.
IQ2 (CPQ, Inteliquoter, IQ Squared)
- A quoting generator that provides insight into kit breakdowns and spare maintenance parts.
- Supports Inside and Outside Service Sales departments, with capabilities to quote and upload serial numbers (SNs) in the system.
C4C Overview
- C4C (Cloud 4 Customer) serves as a CRM system for managing customer accounts, contacts, registered products, leads, and opportunities.
- Functions as a quoting tool specifically for Parts and Equipment Sales departments, enhancing sales efficiency.
MyQuest
- MyQuest manages ticket types and outlines internal procedures, guidelines, and policies for ticket management and resolution.
- Acts as an internal communications portal, streamlining communication by replacing emails and phone calls with a queue system.
Business Portal
- Provides access to applications, products, ECBs (Engineering Change Bulletins), literature, and documentation for users.
- Hosts a documentation database to centralize resources and support information retrieval.
Sales Locator
- Functions as an internal tool to identify sales, service, and parts contacts within the organization.
- Facilitates better connectivity and communication among internal staff.
BOM Extractor
- Offers detailed kit breakdown lookup, listing sub-parts of bundled kits for faster and more accurate information than the IQ2 tool.
- Enhances efficiency in identifying component parts for sales and service processes.
IQ2 (Inteliquoter)
- Serves as a quoting tool and provides a kit breakdown lookup, focused on generating quotes and information on spare maintenance parts.
- Utilized by both Inside and Outside Service Sales departments, it stores SNs that have been quoted or uploaded, aiding in the sales process.
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Description
This quiz covers C4C, MyQuest, Business Portal, Sales Locator, and BOM Extractor.
