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.
What is salesforce?
a cloud computing service as a software (or SaaS) company that specializes in customer relationship management (or CRM).
How is salesforce used?
to improve the workflow of many different business users, including sales, marketing, customer service, supply chain, and human resource teams.
Businesses that use Salesforce (1)
Healthcare
How does healthcare use salesforce?
Provides solutions for personalized, connected, and responsive care.
Businesses that use Salesforce (2)
Government
Hows does the government use salesforce?
Connects citizens, agencies, and processes in the cloud.
Businesses that use Salesforce (3)
Higher Education
How does higher education use salesforce?
uses social, mobile, and cloud to become a connected campus.
Businesses that use Salesforce (4)
Manufacturing
How do manufacturing companies use salesforce?
Mobilize sales teams, simplifying order management, and integrating external systems.
CRMs are systems that keep customer information in one centralized place.
true
Through salesforce, companies can access all of their customer information online.
true
What is Sales Force Automation (SFA’s) primary focus?
sales process of products or services to existing clients and managing prospects, with the goal of increasing sales and optimizing conversion (from prospect to customer);
What is Customer Relationship Management’s (CRM) focus?
managing customer relations with the goal of improving the relationship between the company and the customer (after the prospect becomes a customer).
