Show me the Money! (Adjustments that alter final revenue numbers) | Let’s CHaT a Minute | Blended (ePRS Terms in CHT) | Everybody’s BFF (Firmographics) | Winning Templates (Communicating Changes) |
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GSO Global Sales Organization
Guess Straight Out, what company department makes the FINAL decision on ALL sales adjustment submissions?
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Country Level
Filed Sales are aligned to accounts based on what CHT Level ID?
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PRS
When an account has transitioned, pricing is done throught ePRS. Where is pricing done when account has not transitioned?
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Quarterly
How often in the fiscal year does Firmographics run in 2017?
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Yes
If a high impact account has left your TTY, should you tie your admin in your customer transition email communications to the gaining sales rep?
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Significant Revenue Loss & Volume Shift
Starting FY17, only two types of adjustments are allowed, name one.
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2nd Quarter of Month
Month in Quarter where all CHT corrections are due in order to take effect following QTR.
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EANs will Immediately absorb the pricing set up of the destination Hierarchy.
When an account has transitioned in CHT, and a hierarchy correction is being entered, what will choosing “Immediate Inheritance” do?
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WW, Field, BSI or BSF, MKT, PreSales
Governance determines which Sales segment is to call on a customer. Various attributes and segment rules i.e size of company, # of employees & other metrics determine into which Sales segment customers are placed. Name a Sales Segment.
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Sales Rep
When a customer has changed HQ’s to another city outside your TTY, who should you transition the account to? The manager or the sales rep of the gaining district?
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Significant Revenue Loss
Adjustment used when the LOSS of a Customer Negatively impacts TTY to extend that TTY will not meet Retention Payout Gate for the QTR.
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Global Level
This Level address in CHT does not affect where a customer is aligned to. It can be changed by the hierarchy owner, but even doing so, will not affect alignment.
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Keep All Current Pricing for 365 Days
Of the two options - "Keep All Current Pricing for 365 Days" or "Immediate Inheritance" which is the best if the hierarchy is NOT TRANSITIONED?
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2nd month of every quarter
What month of every quarter are Firmographic corrections (Governance, QMP, CHT) due for submission in order to take effect the following quarter?
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Managers, Directors, VP’s
Based on information provided, research, and email communication between sales reps, who gives final decision to SUBMIT QMP’s and Governance?
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Volume Shift
Adjustment used when shipping volume has SHIFTED between accounts in different TTY’s and the acct has not physically moved.
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Sales Hotline
This department is called to update the information of an EAN
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Hierarchy labeled “Sales and Pricing”.
When searching in CHT at EAN label and it is found in TWO hierarchies, one labeled “Sales” other, “Sales and Pricing”. What hierarchy controls the pricing for that EAN?
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No
If an account is ”too big to manage” for a given sales segment, a Governance request can be submitted to move account UP a sales segment. Can we request to move an account down?
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QMP
Guess the Simulation this email template is for:
Hello Daniel, ABC INC., Country Level 12345678, is moving to your Field sales TTY next quarter. requesting to keep current alignment. Our contacts are planning on having the pricing completed by next month. Let us know any involvement you may have with ABC INC and if you approve to keep the current alignment with my TTY in CV, CA. - Thank you. |
Future Quarter Catchall
Where accounts are sent to, when they go out of business, or have legal issues AND CARRY big goal?
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Ensure top revenue EANs have a correct updated address.
Action sales rep must make if a Country Level address is listed as incorrect.
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Government, Holding, PE, 3PL, Associations, Dealers, FASC, Franchise, Healthcare, Alliances
Exception Hierarchies are an exception to the “Legal Customer Definition”, a group of accounts combined to facilitate special pricing or to manage the way the customer does business with us. They occur at the EAN Level. Name a type of exception hierarchy.
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CHT
Aggregation is a formalized and systematic customer definition phase. EANs are attached (aggregated) first to facilities and then to entities. If accounts are missing from the entity, Sales reps may not be able to obtain correct pricing or revenue credit. What system do we aggregate accounts in?
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Governance
Guess the Simulation this email template is for:
Hello WWAM, I noticed Widgets Global Corp is appearing in my customer list for next quarter. Do you think customer is coming to correct segment? Let us know of any insightful information you may have on this customer to help us maintain optimal level of Customer Service. |