Universal Containers (UC) has Account and Contact data it wants to migrate to Sales Cloud. The data comes from several sources and the data quality is unknown. The consultant wants to assess the
entire data set for quality prior to loading it to production without impacting UC's current operations. The consultant recommends using a Full Copy sandbox as an initial step.
Which Sales Cloud feature should the consultant use to support this approach?
When migrating data to Sales Cloud, especially from various sources with potentially unknown data quality, Duplicate Jobs are useful for assessing and managing duplicates within Salesforce. Duplicate Jobs allow consultants to identify duplicate records across the data set before loading it into production.
Using Duplicate Jobs for Data Quality Assessment: Duplicate Jobs can run against imported data in a sandbox environment to identify and report potential duplicate records, allowing for cleansing and merging as necessary.
Ensuring Clean Data Migration: This method enables data assessment and cleanup without impacting the live system, which is essential for maintaining operations while ensuring data quality.
Option A (Import Wizard) is more suited for small-scale imports, and Option C (External IDs) are mainly for data relationships rather than quality assessment. Salesforce's Duplicate Management documentation provides more insights on using Duplicate Jobs for data quality checks.
Sales leadership at Universal Containers is concerned that sales reps are negotiating deals with contacts without the authority to make a decision, resulting is lost deals.
What should the consultant recommend to resolve the issue?
To avoid lost deals due to negotiating with non-decision makers, requiring sales reps to identify and designate a contact as the decision maker on each opportunity ensures that the appropriate stakeholders are involved. This approach enforces the validation of the decision maker role, which can help prevent deals from stalling or being lost due to lack of authority on the contact's part. Salesforce allows configuration of required fields or processes to make sure critical information is captured before advancing stages, helping align the sales process with effective decision-making structures.
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?
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.
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.
The VP of sales at Cloud Kicks wants the sales team to use the Salesforce mobile app to complete their tasks. The sales team needs to create
and edit leads, contacts, and opportunities with ease.
Which feature should the consultant recommend the sales team use?
Smart Actions streamline data entry and common tasks in the Salesforce mobile app, allowing users to quickly create and edit records such as leads, contacts, and opportunities. These actions provide a simplified and intuitive interface tailored for mobile use, enhancing productivity and usability for the sales team. By utilizing Smart Actions, Cloud Kicks' sales team can efficiently manage their tasks on the go without needing to navigate complex forms or screens.
Sales reps at Universal Containers receive leads that are generated from various channels. Lead quality varies greatly. Sales managers want the
sales reps to focus on the leads most likely to result in a sale.
What should the consultant recommend to meet this requirement?
A lead scoring strategy helps prioritize leads based on their likelihood of conversion, allowing sales reps to focus on high-quality leads that are more likely to result in sales. Salesforce provides tools such as Einstein Lead Scoring, which can automate this process using AI to analyze lead attributes and behaviors, giving each lead a score that reflects its quality. This strategy supports sales managers' goals of improving focus and efficiency in handling leads from various sources.
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