Customer Service Training
Customer Service Training Quiz
Test your knowledge in customer service and enhance your skills with our interactive quiz. Designed for professionals looking to excel in customer relations, this quiz covers essential processes, tools, and best practices to strengthen your understanding.
Topics include:
- CRM Systems
- Order Processing
- Customer Interaction
- Inventory Management
Which system would you go to for available inventory status?
CRM
Powerhouse
Great Plains
Qliksense
Which button do you select in Outlook to attach an email to an opportunity or case in CRM?
Track
Set Regarding
Attach File
Attach Item
Which department owns and works on cases?
Operations
Sales
Customer Service
Quality Control
Who owns all of the opportunities in CRM?
Customer Service Representative
Inside Sales Representative
Marketing Department
Product Development Team
Microsoft CRM is designed to help us manage and maintain ... ( check all that apply )
Customer Relationships
Inventory Status
Engagement and correspondence with customers
Marketing Emails
Sales Opportunities
Open Orders
What is the correct process for order consolidation?
Keep orders on hold for order consolidation; put the order #s in the special instructions; set ship method to UPS/FedEx ; Email Warehouse ; Submit to PHS
Remove order hold for order consolidation; put the order #s in the special instructions; set ship method to UPS/FedEx ; Email Warehouse ; Submit to PHS
Remove order hold for order consolidation; put the order #s in the special instructions; set ship method to See File ; Email Warehouse ; Submit to PHS
Keep orders on hold for order consolidation; put the order #s in the special instructions; set ship method to See File ; Email Warehouse ; Submit to PHS
The Customer Maintenance screen in GP will provide you... ( check all that apply )
Billing Address
Shipping Address
Shipping Account Number(s)
Accounting Terms
Sales Owner
Account Created Date
Accounting Hold
Customer Class
Which transactions can you find in Great Plains? (circle all that apply)
Invoices
Quotes
Orders
Sourcing Requests
Lot Numbers
Inventory Receipts Dates
Product Description
Country of Manufacture
Change Notice
If a customer wants to make modifications to an existing stock item, what type of opportunity would you open?
Sample
Purchasing
Sourcing
Other
Where can you find suitable sterilization methods for a particular item?
Sharepoint
CRM Product Page
Qosina Website
Item Maintenance in GP
Qliksense
When processing a replacement order for a customer and the original invoice has yet too be paid, we issue a replacement at ________
Full Charge
No Charge
What do you do if the terms on a customers PO does not match up to their account?
Say nothing and process the PO
Ask the customer for a revised PO to match the credit terms on file
Who do you reach out to see if a part can be expediated?
Customer Service Team Lead
Purchasing Department
Vendor Relations
Product Development
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