CRB

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Across
  1. 2. Use to look for customer clues when preparing for an appointment.
  2. 3. These are found in the opportunities tab in CEP.
  3. 4. Also know as CEP.
  4. 6. It makes relevant recommendations on how to enhance our customer’s experience.
  5. 7. They should attend the morning sales meeting.
  6. 10. xxB.
  7. 14. The FHC preparation/notes sheet is used to capture these and prepare for a sales meeting.
  8. 15. The colour of the thumbs-up button.
  9. 17. This stands for family, occupation, recreation and dreams.
  10. 18. This icon inidicates the customer has started a new job.
  11. 20. These are divided into channels best suited to discuss the need with the customer.
  12. 21. One of the five customer benefits.
Down
  1. 1. This is where you can practise your scripts for branch high-value leads.
  2. 5. A type of approach to close a conversation with a customer.
  3. 8. The number of hours prior to an appointment to complete a pre-appointment call.
  4. 9. The number of minutes allocated to CSS after all customer meetings.
  5. 11. The BM is responsible for this in the branch.
  6. 12. One of the five customer benefits.
  7. 13. Used to indicate if the customer found the recommendation not relevant.
  8. 16. The benefit of using paytag / paypass for the customer.
  9. 19. The number of minutes normally allocated to peform a pre-appointment call.