Track 2C: Standards & Survey Tool - Other Resources

Purchase the Standards & Survey Tool. At this point in the Customer Journey the client has purchased (or is about to purchase) the product-specific publication and/or the Survey Tool. You must continue to guide them on their journey. This track covers….   INTRODUCING OTHER RESOURCES   LEARNING OBJECTIVES✅ 1) Know how to introduce prospect to PCS System and My.NCQA 2) Understand Salesforce Cases 3) Learn about Education offerings that may align with your prospect’s goals   TOOLS️ 1) Case Module 2) Case Handbook 3) Tip Sheet: How to tell if a Case has been submitted 4) Education & Corp. Training Module - IP   TRAINING ACTIVITIES 1) Case Activity