Shared Flashcard Set

Details

Sales Cloud - Salesforce CRM Essentials
Questions from the CRM Essentials online course
20
Software
Professional
05/02/2012

Additional Software Flashcards

 


 

Cards

Term

 

What are the standard challenges face by many sales companies? Select three:

 

  • Weak pipeline
  • Low salesforce productivity
  • Poor data quality
  • Poor predicabiltiy
  • Ineffective selling
  • Insufficient lead generation
Definition

 

  • Weak pipeline
  • Low salesforce productivity
  • Poor data quality (this a CRM issue, not a sales issue)
  • Poor predicabiltiy
  • Ineffective selling
  • Insufficient lead generation (this is a Marketing Challenge rather than a Sales challenge)
Term

 

What are the basic steps involved in improving data quality?

Definition

 

Clean data

 - implement techniques to keen data clean

 - design system to enforce clean data

 

Fresh data

 - Customer must understand best practices for mirgrating data

 - Leverage tools to ensure data stays relevant

Term

 

Complete the following statement:

 

Forecasting allows a company to manage its:

  1. Pipeline.
  2. Revenue.
  3. Opportunities.
  4. Profit.
 
 
Definition

 2. Revenue

Term

 

What business processes are associated with the Build a stong Pipeline business driver?

  • Sales Methodology
  • Activity Management
  • Lead Generation
  • Visibility of the Sales Forecast
  • Lead Qualification
Definition
  • Sales Methodology
  • Activity Management
  • Lead Generation
  • Visibility of the Sales Forecast
  • Lead Qualification
Term

 

What business processes are associated with the 'Manage the Funnel' business driver?

  • Sales Methodology
  • Activity Management
  • Brand Management
  • Visibility of the Sales Forecast
  • Account and Contact Management
Definition
  • Sales Methodology
  • Activity Management
  • Brand Management
  • Visibility of the Sales Forecast
  • Account and Contact Management
Term

What business processes are associated with the 'Improve Sales Rep Productivity' business driver?

  • Search Marketing
  • Activity Management
  • Brand Management
  • Lead Handoff
  • Account and Contact Management
Definition
  • Search Marketing
  • Activity Management
  • Brand Management
  • Lead Handoff
  • Account and Contact Management
Term

 

What solutions does SFDC Sales Cloud offer around Brand Management?  Select two:

  • Website integration
  • Email templates
  • Communications
  • Approvals
Definition
  • Website integration
  • Email templates
  • Communications
  • Approvals
Term

 

Managing the funnel means revenue predictability.

True or false?

Definition

 


True

Term

 

What are the benefits to improving sales rep productivity?

Definition

 

  1. More selling time 
  2. Fast ramp up time for new reps
Term

What tools does SF offer to improve sales rep productivity?


  1. 360 degree view of customer 
  2. Accurate forecasting
  3. Shared view of sales activity 
  4. Auto popoulated emails and proposals 
  5. Lead monitoring
  6. Automated approvals
Definition

 

  1. 360 degree view of customer 
  2. Accurate forecasting - aids Managing the Funnel
  3. Shared view of sales activity 
  4. Auto popoulated emails and proposals 
  5. Lead monitoring - aids building a stong pipeline
  6. Automated approvals
Term

What are the typical Marketing challenges faced by companies?

 Select two:

  1. Driving more business
  2. Manging the funnel
  3. Aligning Sales and Marketing
Definition
  1. Driving more business
  2. Manging the funnel
  3. Aligning Sales and Marketing
Term

 

The following enable record level security:
 - Org-wide defaults
 - Sharing rules
 - Teams
 - Record-level sharing
 - Record ownership
 - Role hierarchy

Of these, does the most restrictive or the most permissive setting win?
Definition

 

For records, the most permissive setting wins.

Term

 

The following settings control field access:

 

Field-level security

Page layouts

 

Does the most restrictive or the most permissive setting win?  

Definition

 

For field access, the most restrictive setting wins.

Term

 

What is the advantage of using field security over page layouts to grant users access to fields?

Definition

 

Using field-level security means that you have less page layouts, resulting in a lower maintenance overhead.

Term

 

 

Dashboard users do not need access to underlying report folders in order to view the dashboard.

 

True or false?

Definition

 

False.

 

Users must have access to unlerlying report folders to view dashboards.

Term

 

 

What is clean data?

Definition

Data that is trusted by user so they will not question its authenticity, reliance or completeness
Term

 

 

What is system Adoption?

Definition

 

the process of getting users to willing use your application due to a perceived value to their lives
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