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| Section | Objectives |
|---|---|
| Collaboration and Integration | |
| Implementation Strategies | |
| Account and Contact Management | |
| Sales Productivity and Management | |
| Data Management | |
| Sales Lifecycle Management | |
| Industry Knowledge | |
| Opportunity Management | |
| Reports and Dashboards |
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NEW QUESTION # 24
The Contact Us form on the Cloud Kicks website creates leads that sales reps need to contact in a timely manner. The VP of sales wants to know when the lead status is still new a day after the lead was created. Sales reps want a simple way to contact these leads.
Which action should the consultant take to meet the requirements?
Answer: C
Explanation:
Context:
* The Contact Us form on the Cloud Kicks website generates leads.
* The VP of Sales wants to identify leads that are still new a day after creation.
* Sales reps desire an easy way to contact these leads.
* Creating a Lead List View:
* Purpose: Provides a dynamic way for sales reps and the VP to view leads that require attention.
* Filters to Apply:
* Lead Created Date not equal to TODAY: Ensures leads displayed were created before the current day.
* Status equals New: Identifies leads that have not been acted upon.
* Benefits:
* Timely Follow-Up: Helps sales reps prioritize contacting leads that may be slipping through the cracks.
* Visibility for Management: The VP can monitor leads that are pending action beyond the expected time frame.
* User Accessibility:
* Simple Access: Sales reps can easily access the list view to find and contact these leads promptly.
* Customization: The list view can be adjusted or shared as needed.
Why Other Options Are Less Effective:
* Option B: An escalation rule would not necessarily provide an easy way for sales reps to contact leads and might not align with the criteria specified.
* Option C: A report focusing on leads created today does not help identify leads that are still new after a day.
Salesforce Sales Cloud References:
* Creating and Customizing List Views: Salesforce Help - Create a List View
* Lead Management: Salesforce Trailhead - Lead Management
* Best Practices for Timely Lead Follow-Up: Emphasizes the importance of prompt engagement with new leads.
By creating a lead list view with the specified filters, Cloud Kicks can ensure that sales reps have a straightforward method to identify and contact leads that have remained untouched for over a day, enhancing lead response times and potential conversions.
NEW QUESTION # 25
Universal Containers has implemented Salesforce for all of its sales reps. All sales reps are required to select the win or loss stage on every closed opportunity. Managers like to measure the win ratio for all of the sales reps.
How should a consultant meet the requirement?
Answer: B
NEW QUESTION # 26
The sales department at Cloud Kicks is growing quickly. New sales executives want to prioritize interacting with contacts who make or influence the decision to purchase Sales Cloud.
What should the consultant recommend to document the decision- makers and influencers?
Answer: B
Explanation:
To effectively document decision-makers and influencers for sales interactions, using Contact Roles on the Opportunity object is the best approach. Here's why:
* Role-Based Identification: Contact Roles allow you to specify the role of each contact in relation to an opportunity, such as Decision Maker, Influencer, or any other relevant role. This directly helps the sales team understand who to engage with based on their influence on the purchasing decision.
* Standard Salesforce Feature: Salesforce's Contact Roles functionality on Opportunities is designed to help track relationships between contacts and deals. It allows the assignment of multiple roles, providing flexibility to document various influencers and decision-makers effectively.
* Salesforce Best Practices: Salesforce recommends leveraging Contact Roles for this type of tracking because it helps in segmenting contacts based on their impact on the sale. This makes it easier to focus on key individuals and prioritize sales efforts accordingly.
* References: More information on setting up and utilizing Contact Roles on Opportunities can be found in Salesforce's documentation on Opportunities and Contact Roles.
In summary, using Contact Roles on the Opportunity object (Option B) is the recommended method for Cloud Kicks to document and prioritize decision-makers and influencers in the sales process.
NEW QUESTION # 27
Cloud Kicks wants existing sales reps to adopt the new Sales Cloud implementation quickly and reduce resistance to change. What should the consultant recommend as part of the rollout strategy?
Answer: C
NEW QUESTION # 28
Northern Trail Outfitters had issues with its last two Salesforce deployments, both of which caused system downtimes that exceeded planned estimates. The CIO asked a consultant to develop a Risk Register to identify and mitigate these types of issues with future deployments.
The CIO asked the consultant to log the two previously known issues as a starting point for the register. In which Risk category do these system downtime issues fall?
Answer: A
NEW QUESTION # 29
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