Which of the following can be synced with Salesforce for Outlook? (Select all that apply)
A. Contacts
B. Tasks
C. Accounts
D. Events E. Emails
Match the following loading option to the description of when to use it. "Integration"
A. Brian wants to consolidate all his accounts from several systems.
B. Bill wants to load 20,000 lead records.
C. Becky wants to load all her 65,000 contact records.
D. Bob wants to load a single account record.
E. Berta wants to keep a separate system as her "system of record"
Why is it important to forecast sales?
A. Forecasting helps a company know what's in the pipeline
B. Forecasting allows a company to manage revenue
C. Forecasting tells managers the percent of deals closed
D. Forecasting moves opportunities through stages
Which of the following steps accurately describe the process map in sales and marketing organizations?
A. Lead generation, lead qualification, revenue management (forecasting)
B. Lead generation, revenue management (forecasting), lead qualification
C. Lead generation, lead qualification, opportunity conversion
D. Lead generation and qualification, opportunity conversion, revenue management (fore casting)
Who is most interested in ease of use, value, and time-saving solutions?
A. Sales Reps
B. Sales/Marketing Managers
C. Sales/Marketing VP
D. IT
Forecasting is an exact science and is the total of all the opportunities you are working on.
A. True
B. False
Which of the following describes the Forecast Category field?
A. Identifies where a deal is in relation to actually being closed.
B. Determines the row in your Forecast where the amount will be aggregated.
C. The numeric prediction that the revenue from an opportunity will be realized.
Match the following loading option to the description of when to use it. "ETL Tool"
A. Brian wants to consolidate all his accounts from several systems.
B. Bill wants to load 20,000 lead records.
C. Becky wants to load all her 65,000 contact records.
D. Bob wants to load a single account record.
E. Berta wants to keep a separate system as her "system of record"
Once you save a PDF quote, the file is automatically emailed to the customer.
A. True
B. False
Which of the following stage should be matched with the Forecast Category "Closed"?
A. Early pipeline stages
B. Mid pipeline
C. Late pipeline stages
D. Closed and Won
E. Closed and Lost
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