Sales and Marketing Applications Flashcards
What 2 features would help assign ownership of a lead to the appropriate product team
Assignment Rules & Queues
What feature allows for reporting and comparison of products?
Oppty Dashboard
What objects can custom fields in the lead object be mapped to?
Opptys, Accts or contacts
If you have two separate teams that sell two different types of products with different sales cycles, what should an admin configure?
Page layouts, sales processes and record types for each type of sale
What can you implement to compare strengths and weaknesses of your product to your competitors?
Competitors on oppty page layout
What features would a system admin implement to see info on closed won opptys with a common competitor?
Competitors and similar opptys
Oppty update reminders
Notifications to sales reps about opptys that need attention based on oppty owners last login, past due opptys and all opptys that have not been updated in last 30 days
If you have multiple opptys for the same end customer (like in the scenario for multiple resellers targeted the same end customer), how can you avoid duplication in your pipeline?
Use the Omitted field on the forecast category for the duplicate opptys
What 2 objects can be related to campaign members
leads and contacts
Campaign influence
multiple campaign records can be associated with a single oppty
Content deliveries
tracks how often a file is viewed
What 2 related lists would be added to the oppty page layout to track how campaigns contribute to the overall pipeline?
Campaign influence & contact roles
