12% Sales & Marketing Applications Flashcards
What is the Sales Cloud in Salesforce?
Sales Cloud is a Salesforce application designed to support sales processes, including lead generation, opportunity management, and sales forecasting.
What is an Opportunity in Salesforce?
An Opportunity represents a potential sales deal in Salesforce, tracking the stages from prospecting to closing
What are Leads in Salesforce?
Leads are potential customers who have expressed interest in a product or service but are not yet qualified as sales opportunities.
What is the purpose of the Marketing Cloud in Salesforce?
Marketing Cloud is a Salesforce application designed for digital marketing, enabling personalized customer engagement across various channels like email, social media, and mobile.
What is a Campaign in Salesforce?
A Campaign is a marketing initiative that tracks the effectiveness of marketing efforts and their influence on leads and opportunities.
What is the purpose of Salesforce Engage?
Salesforce Engage is a tool that helps sales teams use marketing-approved content to engage prospects and track interactions in real-time.
What is the function of the Path feature in Salesforce?
The Path feature visually guides users through the steps of a process, such as a sales cycle, providing helpful tips and resources at each stage.
How do you convert a Lead in Salesforce?
Converting a Lead involves creating a new Account, Contact, and optionally, an Opportunity, and associating the Lead’s information with these new records.
What is a Contact in Salesforce?
A Contact is an individual associated with an Account in Salesforce, representing a person with whom your business interacts.
What is an Account in Salesforce?
An Account is an organization, company, or consumer that a business interacts with, storing key information and associated records like Contacts and Opportunities.
What are Campaign Members in Salesforce?
Campaign Members are Leads or Contacts that are associated with a Campaign, allowing tracking of their responses and engagement.
What is Salesforce Pardot?
Pardot is a marketing automation tool within Salesforce that helps businesses generate and manage leads, track and analyze marketing campaigns, and align sales and marketing efforts.
What is Sales Forecasting in Salesforce?
Sales Forecasting is the process of predicting future sales revenue based on current data, trends, and sales pipeline information.
What are Web-to-Lead forms in Salesforce?
Web-to-Lead forms capture information from website visitors and automatically create new Leads in Salesforce.
What is the purpose of Lead Assignment Rules?
Lead Assignment Rules automatically assign new Leads to specific users or queues based on predefined criteria, ensuring efficient lead management.
