| Let's Make It Real | Salesforce 101 | All About Opt Outs | Book It | Who You Gonna Call? |
|---|---|---|---|---|
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What is a 3 year contract with the first year gratis?
The contract term when we annualize the credit across all 3 years of the contract
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What is the proposal value?
The field that indicates how much the renewal opportunity is worth
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What is the 7th day of the pool month?
The month and day an opt out can be booked in full
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What is contract received send to finance?
The stage that indicates if a contract needs to be booked
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Who is Matt Suettinger?
The person who manages the booking team and can answer most of your booking questions
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What is 85%?
The campaign kicker you receive for putting an opt out after year 1 of the contract term
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What is renewal health?
The field that indicates the health of the renewal
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What is verbal?
The renewal health field that indicates an opt-out can be flipped ATL
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What is meeting travel comp?
The field that indicates if travel compensation was included in the contract
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Who is Samson Seifu?
This person has the ability to update any issues with your dashboard whether reports aren’t pulling correctly or you have questions on the data
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What is 95%?
The campaign kicker when a member signs a 2 year contract with a 1% PI in the 2nd year
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What is the next step date?
The field that indicates the date of the next action step
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What is the special commitments field?
The field that indicates if an opt-out is non-standard
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What is renewal credit?
The field that indicates how much credit you got for a renewal or opt-out
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Who is Ted Livermore?
The person who has the D on institution hierarchy changes.
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What is getting half credit and leaving the opp pending until it passes the opt out?
When we credit partial dollars because the member signs a 3 year contract, paying $50,000 per year, with an Opt Out after 6 months
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What is description/comments?
The field that indicates the history of securing the pending opportunity
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Who is the Advisor?
The person who is responsible for auditing their non-standard opt outs each half?
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What is incentive credit?
This field indicates the kicker/penalty you received for contract length and price increase
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Who is Becca Richman?
The person that can make changes to the institution page such as a name change.
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What is (PYN * 12 months)/(12+ number of float months)?
The formula for float loss that determines credit when we give a member gratis months within their current term
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What is a diagnostic call?
The type of interaction you need 12 months before a renewal
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What is May and December?
The months when non standard opt outs must be tagged in Salesforce for the forward half
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What is Letter of Agreement?
This is the correct contract document type that you should use when attaching an amendment to an opportunity in Salesforce that will be sent for booking
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Who is webhelp?
The team who can help if there is an active membership in Salesforce but the member is unable to access Advisory.com or create a user account
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