The sales director at Universal Containers is concerned the percentage of all Opportunities marked Closed Won is lower than expected. The director wonders if sales reps are converting leads before enough information is known about the prospects.
Which two criteria should a consultant recommend to determine if a lead is qualified? Choose 2 answers
A. The lead works for a well-known company.
B. The sales rep believes there is a strong likelihood of a sale to this lead.
C. The lead has submitted a written agreement to purchase.
D. The lead needs Universal Container's products and services.
Northern Trail Outfitters gain sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system. What should be done to address the issue with duplicate leads?
A. Upload the leads to Data.com to remove duplicates and select the option to have them automatically imported
B. Upload the leads and click "Find Duplicates" button for each lead record to identify potential duplicate lead
C. Upload the leads using Data Loader and enable "Find Duplicate" setting to prevent duplicates
D. Upload the leads using Data Import wizard and select the appropriate field to matchduplicates against existing records.
The Cloud Kicks sales team travels frequently and often needs to convert leads while away from the home office.
What should a consultant recommend to allow them to do so?
A. In lead conversion settings, allow 'Enable Conversions for Salesforce Mobile.'
B. Install an AppExchange package to convert Leads via the Salesforce mobile app.
C. Create an automated process to convert Leads when the salesperson logs in from outside of their login IP ranges.
D. Modify the sales team's profile to include the 'Enable Conversions for Salesforce Mobile' permission.
Northern Trail Outfitters has two sales divisions; ?An individual sales division, and ?A business sales division The Sales representatives for each division have their own user profiles and person accounts. The business sales division sales representatives cannot create person accounts and they should only be able to set up business accounts. How can these requirements be met?
A. Use field-level security to hide "Is Person Account" checkbox from the business sales division's sales representative user profile
B. Remove person account record types from the business sales division's sales presentative user profile.
C. Use Divisions to hide person accounts from the business sales division's sales presentative user profile
D. Check the "disable person accounts" permission on the business sales division's sales representative user profile
Universal Containers is planning to hire more sales representatives in response........growth. To optimize their sales impact, the sales management team wants to. ......What data should the sales management team consider when developing the. ....Choose 2 answers
A. Attributes need to segment and categorize customers
B. Number of currencies needed to support each sales territory
C. Distance between the customer headquarters and their sales representatives. ...
D. Average number of customers managed by a sales representative
Universal Containers contact center would like to measure and communicate case escalation rates to management. Which solution should a consultant recommend to meet this requirement?
A. Create a formula field on the case record to calculate percentage of escalated cases
B. Create a daily snapshot report of all cases and calculate percentage of escalated cases
C. Create a case report with a custom summary formula to calculate the percentage of escalated cases
D. Create a bucket field on a report to calculate the percentage of escalated cases
Universal Containers is moving their legacy Customer Relationship Management (CRM) system to salesforce sales cloud. What should the consultant recommend to ensure a successful implementation?
A. Review the current system with all levels of users to understand their requirements
B. Review the current system with executive management to understand their requirement
C. Review the current system with and configure sales cloud to work in the same way
D. Review the current system with IT management to understand their requirement
Universal Containers has noticed a sizeable decrease in the number of sales representatives who are meeting their quotas. What should be evaluated to determine the cause of this decline? Choose 2 answers:
A. Percent of converted leads per sales representative.
B. Comparison report of forecasts versus converted leads.
C. Activity history report on open and closed opportunities.
D. Trending report on won versus lost opportunities
A Consultant for Cloud Kicks notices that the Deploy date for the Sales Cloud project is also the same weekend of a Salesforce release.
What should the Consultant recommend?
A. Complete the project sooner and push before the Salesforce release
B. Let Cloud Kicks know that there is a Salesforce release and that it may take longer
C. Stop all work because the impact of the Salesforce release is unknown
D. Update the project plan for the following week and communicate the change
The Universal Containers contact Center offers support through phone, email, public website, and a Community. The contact center manager wants to demonstrate the success of recent self-service initiatives to executive management. Which two Reports should the contact center manager present to executive management? Choose 2 Answers
A. Number of cases created using Communities
B. Number of IVR inquires without agent involvement
C. Average call handle time by team
D. Number of cases closed by self-service users.
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