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| Section | Objectives |
|---|---|
| Data Management | |
| Sales Lifecycle Management | |
| Sales Productivity and Management | |
| Opportunity Management | |
| Industry Knowledge | |
| Account and Contact Management | |
| Implementation Strategies | |
| Collaboration and Integration | |
| Reports and Dashboards |
1. Cloud Kicks wants to track and report on the percentage of leads that convert into opportunities, by lead source, over the past year. What should the consultant recommend?
A) Manual spreadsheet tracking outside Salesforce
B) A report on Leads grouped by Lead Source with conversion rate formulas, or a Lead Conversion dashboard
C) A single Chatter post per month
2. Universal Containers (UC) is going to kick off a Sales Cloud implementation project next month.
In preparation for discovery workshops with the business stakeholders, the project manager has asked for a list of key topics the team wants to ask the client about prior to the workshop. Which topics will help the team get to know UC better?
A) Goals, values, Initiatives, strategies, and obstacles
B) Budget, authority, need, and time
C) Specific, measurable, achievable, relevant, and time-bound
3. Cloud Kicks needs product pricing to vary by customer segment (e.g., Enterprise vs. SMB) while using the same product catalog. What should the consultant recommend?
A) Multiple Price Books, one per segment
B) Creating duplicate Product records per segment
C) Editing the Standard Price Book only
4. Universal Containers has implemented a lead qualification process that uses a lead scoring formula. Upon review, many of the converted leads with the highest scores had little interest in making a purchase. Which modification to the current lead qualification process should a consultant recommend?
A) Increase points for actions that Indicate Intent.
B) Evaluate each record against the target marketing persona.
C) Include a measure for the number of marketing touches.
5. Cloud Kicks wants to implement a methodology to determine which current leads have the most in common with leads that have successfully been converted in the past.
How should the consultant meet this requirement?
A) Create Cadence Steps.
B) Use Lead Conversion Reporting.
C) Use Einstein Lead Scoring.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: C |
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