Salesforce for Business Flashcards
Quiz #1
What is salesforce?
A system that helps you manage relationships and interactions with customers.
What can be tracked in salesforce?
customers with leads, opportunities, accounts and contacts.
What is a lead?
A person who expresses some interest in your product or services.
What are considered “leads” in salesforce?
Business cards, web submissions, and prospects that express interest in learning more about services.
What happens when you convert a lead?
Salesforce creates corresponding account, contact, and opportunity records.
What do the account records entail?
company name, industry, number of employees, and location.
What do the contact records entail?
name, title, phone, email.
What is an opportunity? (in salesforce)
A sale that an employee works on.
What do the opportunity records entail?
product, amount, decision makers, close date.
What do cases in salesforce keep track of?
questions and help requests.
What are cases associated with?
an account.
Why is it helpful to use leads, opportunities, and cases?
cut busy work, stay on top of ur deals, follow up w/ prospects faster, and give customers a personalized service.
What is CRM?
A system for managing all of your company’s interactions with current and potential customers.
What is CRM used for?
keep customer contact details up to date, track every customer interaction, and manage customer accounts.
What is CRM designed for?
to improve customer relationships.
