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| Section | Objectives |
|---|---|
| Topic 1: Industry Knowledge | |
| Topic 2: Opportunity Management | |
| Topic 3: Implementation Strategies | |
| Topic 4: Data Management | |
| Topic 5: Reports and Dashboards | |
| Topic 6: Sales Productivity and Management | |
| Topic 7: Account and Contact Management | |
| Topic 8: Sales Lifecycle Management | |
| Topic 9: Collaboration and Integration |
>> Sales-Con-201 Exam Guide Materials <<
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NEW QUESTION # 84
A consultant wants to visually show sales reps their pipeline by stage and allow drag-and-drop updates to Opportunity stage. What should the consultant recommend?
Answer: C
NEW QUESTION # 85
Cloud Kicks (CK) is starting to plan its first Salesforce Release. CK would like to put together a comprehensive preview of the release to communicate the upcoming changes and new features to the leadership team, stakeholders, and end users. CK has asked a consultant for guidance.
Which option should the consultant recommend?
Answer: B
NEW QUESTION # 86
Cloud Kicks rolled out Sales Cloud recently. The VP of sales wants to display a view of internal and external data on the lifetime spend for each account on the Salesforce account detail page.
Which option should a consultant recommend to meet this requirement?
Answer: B
NEW QUESTION # 87
The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?
Answer: C
Explanation:
Sales Territories in Salesforce are designed to help organize accounts, opportunities, and sales reps by geographic areas or other criteria, like ZIP codes. Implementing Sales Territories would provide clarity to sales teams regarding ownership of opportunities based on predefined geographic assignments.
* Territory Management for Geographical Sales Assignments: By setting up territories based on ZIP codes, Universal Containers can clearly delineate responsibility for opportunities, ensuring that the right sales reps are assigned based on geographic boundaries.
* Streamlining Ownership Rules: Sales reps can be automatically assigned opportunities within their territories, reducing confusion and improving accountability.
Option A (Sharing Rules) focuses on access rather than ownership, and Option C (Account Teams) relates more to collaboration on accounts rather than determining primary ownership. For guidance on territory management, see Salesforce Territory Management documentation.
NEW QUESTION # 88
Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn.
Which option should a consultant recommend that CK use to track the spending increase for onsite visits?
Answer: B
Explanation:
To effectively track spending on onsite visits, creating a report on the activity type that corresponds to an onsite visit is the most suitable approach. Here's why:
* Activity Type Reporting: By tracking specific activity types, such as onsite visits, Cloud Kicks can directly correlate these activities with expenditure on in-person meetings. Salesforce allows for detailed activity tracking, where you can create custom activity types to classify and report on various interaction types.
* Detailed Insights: This type of report will give management a clear view of how frequently onsite visits occur and how they correlate with customer engagement and churn reduction. It can also help analyze the ROI on these activities by comparing pre- and post-onsite visit engagement levels.
* Salesforce Best Practices: Salesforce recommends tracking and categorizing activities for more accurate reporting on customer interactions, which aids in strategic decision-making and spending allocation.
* References: For more information, Salesforce documentation on Activity Management provides insights on how to track and report on specific activity types.
In summary, reporting on the activity type that corresponds to an onsite visit (Option B) is the recommended way for Cloud Kicks to monitor spending and the impact of onsite meetings on customer retention.
NEW QUESTION # 89
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