Sales Cloud Consultant Certification Exam. You have to import 100 leads/mo and you need to prevent duplication. Universal Containers is using Salesforce and has set up a private sharing model. Your company has decided they want to track payment and deliveries for their products and services. Which solution should a consultant recommend to meet this requirement? Universal Container has its sales representative enter a new lead whenever they a reprospecting a new customer, when qualify the new lead, a new opportunity must be created to track the deal. The company offers support via phone, email-to-case, web-to-case, and a customer portal. In the Salesforce CRM application, what is the process for moving a prospect to a customer? Universal Containers has a complex sales process that requires two different sets of sales stages for opportunities with an opportunity amount above or below USD $100,000. Nine of twelve agents spend approximately the same time to resolve cases. They also need to notify partners about the material revisions and updates. To meet these requirements, what should be the OWD access for accounts and contacts? UC is moving their legacy CRM system to salesforce sales cloud. Which solution should a consultant recommend for this scenario? UC has enabled multi-currency in Salesforce. A consultant is working on a Service Cloud implementation with a fixed budget and timeline. Reps only entering opportunities after the closed/won stage - how to change this behavior (choose 2 answers:). Used Books R Us sells books at its local store, online via its website, online via Amazon, and through a larger, well-known book company called We Sell Books. Choose 2 answers. (Choose 2), The VP of Sales at UC is reviewing sales team member productivity and effectiveness and needs to know the relationship between the sales reps' level of engagement on deals and the deal close rate. Which of the following are the main challenges that affect Sales Rep productivity? Universal Containers wants to restrict access to accounts and contacts. What should a consultant recommend to meet this requirement? UC decided to start using salesforce for all its sales automation its current sales database has about 50 million records. Choose 2 answers: UC Credit department uses the 3rd party application for credit ratings. Arrange the steps to view record related lists in the correct order (using Salesforce Classic). Choose from 500 different sets of salesforce sales cloud consultant flashcards on Quizlet. Some of these study guide websites like Quizlet can be tricky (some have wrong information), but of all of them Quizlet is the best at this point. The company manages the product and pricing information in an Enterprise Resource Planning (ERP) system, and would like to manage sales opportunities in Salesforce and leverage the product and pricing data from the ERP system. Users should be able to edit only the contacts for the accounts they own. Sales users are reporting the issues listed below: UC recently enabled Chatter and has found it extremely helpful in the sales process. During lead conversion, the new opportunity must be assigned to the account owner. Sales Consultant salaries at Office Depot can range from $10 - $17. Which of the following steps accurately describe the process map in sales and marketing organizations? What should you do? Study sets. It is important that customer does not see the earlier version of the proposal or the team comments. Which system would a contact center integrate with in order to provide field service agents with information needed to provide service at customer sites? Customers can make a single Payment, or set up to pay weekly, monthly or quarterly. (4 opt). The requirements for each community are listed below: UC is enabling the partner portal to allow partners to update their opportunities in Salesforce. Universal Containers has a lead qualification team that qualifies and converts leads int o opportunities. Get free access to the right answers and real exam questions. Universal Containers wants to manage their sales territories in Salesforce. Learn salesforce sales cloud consultant with free interactive flashcards. You have completed the configuration of Salesforce CRM for your client. Pass your next exam with Exam-Labs VCE files and 100% free questions for CRT-251 Sales Cloud Consultant. What are some of the ways to align communication between the sales and marketing organizations? Which pair of reports is best associated with the business driver "Manage the Funnel" ? Universal Containers wants to record in…, Universal Containers sells three unique…, Universal Container generates the sales…, Universal Containers currently uses the…, D Utilize campaigns for conferences and add Campaign member to…, a. Arrange the steps to set a passcode, in the correct order (using Salesforce Classic). Questions formatted with comments for Salesforce CRT-251 exam dumps, practice test … If all goes well, and this Opportunity closes, how much revenue will be realized? (Choose 2), A sales rep at UC is creating a content delivery for a high-profile prospect that contains sensitive information in the form of a pricing quote with terms and discount. UC has a large customer base of over 15,000 Accounts and 60,000 contacts. When the billing address on an account is changed, the mailing address of all related contact records should be updated to reflect the new address. Exam Code: Service-Cloud-Consultant Exam Name: Salesforce Certified Service cloud consultant PC Software Version: V15.35 Updated: Oct 30, 2020 Q & A: 350 Questions and Answers Uses the World Class Service-Cloud-Consultant Testing Engine. Choose from 500 different sets of sales cloud certification flashcards on Quizlet. What should a consultant recommended to meet these requirement? d. My team's team-selling and their opportunities, d. It will be associated with the omitted forecast category an…, Salesforce Sales Cloud Consultant Certification, The sales department at Universal Conta…, Sales representatives at Universal Cont…, Universal Containers has three sales di…, Universal Containers has a private shar…, Universal Container has its sales repre…, Universal Containers wants to restrict…, Universal Containers has implemented ac…, A consultant is working on a Service Cl…, A consultant needs to import 2,000 sour…, A contact center agent wants to leverag…, D. Document the requirements gap and communicate development o…, A. Which best describes the Salesforce Automation feature "Sales Processes" ? The "Manage Communities" perm…, 1. What should the consultant recommend for this scenario? Quickly memorize the terms, phrases and much more. We provide the customers with Sales-Cloud-Consultant actual test latest version, the realest study materials. Browse 500 sales cloud classes. However, Agent A has a much shorter average time to resolve cases and Agents B and C have a much longer average time to resolve cases. Learn sales cloud certification with free interactive flashcards. UC representative wants to see forecast amount by all sales representative and by multiple product group. You are setting up security for your client, UCI. Free Practice Exam and Test Training for those who are preparing for Certified Salesforce Sales Cloud Consultant Sales-Cloud-Consultant. Sales managers want greater visibility into the opportunities in progress with their respective teams and would like to receive email notifications when key opportunity fields are changed (e.g., amount or sales stage). A student in this class will learn how to be a Salesforce Sales Cloud Consultant. 778 open jobs for Senior project consultant in Seattle. Which task should be included in a business continuity plan for a contact center? Quizlet is a lightning fast way to learn vocabulary. Sales Division As customers are individuals: Ind Sales Division 8's customers are businesses. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. Your org-wide defaults for Price Books are set to "No Access". What should a consultant recommend to meet this requirement? Which method can be used to improve agent retention? -UC Requires its Sales Rep to go through an internal certification process to sell certain group of products. Sales Cloud Consultant Certification Rapid Exam Prep - The buying procedure for Salesforce Service Cloud Consultant test dumps is very easy to operate, when you decide to buy, I know it owes to the study guide. Choose 3 answers: What actions can a consultant take during the project planning phase to ensure client stakeholder goals are met? Which approach can a consultant suggest for importing leads? Your client is using Account data that is old. Sales management at Universal Containers needs to provide channel partners with easy access to approved product documentation. What should you do to enable your Sales Reps to view the South America Price Book and add Products in this Price Book to Opportunities? The stage field is mapped to a value for the Forecast Category field and this can never be changed in an opportunity. You have a data set that is clean and ready to be migrated into Salesforce CRM. Universal Containers implemented new quoting functionality for sales representatives andneeds to enable the same functionality for its partners. Customizable Forecasting must be enabled by salesforce.com support. How can you help? What should a consultant recommend to meet the requirement? ABC Co has been added to partner related list on the opportunity. The marketing Manager at UC wants to leverage the power of sales cloud to support the sales following requirement:- monitor website traffic- Email 1200 leads per day- capture customer satisfaction survey result on a web form - Understand (report) the case of marketing exercise vs sales activity. Sales-Cloud-Consultant Exam Guide is full of comprehensive content & valid questions. Your org-wide defaults for access rights to Price Books are set to "Use", but only Sales Reps should have access to Price Books. (3 opt). Ideal for quizzes, online testing & exams. A strong pipeline requires sales and marketing alignment. What solution should a consultant recommend to satisfy this scenario? Choose 2 answers: Sales reps shouldn't be able to edit certain opportunity fields after closed/won stage (fields reserved for sales ops). When editing a quote, you can edit which of the following? Universal Containers has a large sales department that is dispersed worldwide. I successfully passed 5 certifications first time using their materials (Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder, Advanced Admin, Admin). UC is implementing Salesforce and plans to migrate several marketing campaigns from a legacy system. Choose 2 answers. What should a consultant recommend to meet this requirement? Can you put the steps in order? Customer at UC needs access to report in the partner community to help manage their opportunities. The VP of sales at UC wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app. To ensure the best experience, please update your browser. (2 opt), Which of the following can be synced with Salesforce for Outlook? Forecast Category "Closed" can be summarized as: Forecast Category "Commit" can be summarized as: Forecast Category "Best Case" can be summarized as: Forecast Category "Pipeline" can be summarized as: Your forecast is available to your manager only after you have clicked the Submit button. Universal Containers currently uses the customizable forecasting feature. Which of the following example describes a need for faster response? Data.com: What does the Reviewed Status indicate? i have done admin certification but now my next target is to do Salesforce Sales Cloud Consultant (SP17) exam in this week. As a result, each team must complete a set of geographically-specific fields relevant only to their team as well as common fields that both teams complete. The VP of Sales would like to facilitate collaboration between new and more experienced sales reps in order to improve the on-boarding process and to enable new sales reps to become productive faster. UCI has a collaborative sales model and want to make sure all team members work together to meet the customer needs. 2ans, Universal Containers sells three unique products and each product has its own sales process.The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. Universal Containers plans to deploy the new Service Cloud console to its support team. Universal containers has 1 pricebook with US dollars & Canadian dollars currency amounts for all products. Of Each division's sales representatives have their own user profiles and person accounts are enabled. Sales should evaluate lead quality and provide feedback to marketing. Universal Containers uses a seven step selling methodology. (5 opt), Which role is interested in the report "Sales Activity by Client Last Week" ? What solution should a consultant recommended to meet these requirements? There is a sharing rule that allows the finance team to see all accounts and opportunities. Which options are viable considerations? Who would benefit most from the idea that this report reflects how customer community interacts and how it affects sales? (Choose 2), UC has a complex suite of products and pricing structure, which can be challenging for newer sales reps. What should access to records be based on? A business requirement specifies that o…, A customer needs Chatter, a custom mobi…, A Regional Sales Manager's (RSM) direct…, A sales representative at Universal Con…. Sales-Cloud-Consultant Study Materials can support fast payment and delivery by the system. (3 opt). What are the components... of a territory? Which of the following describes the Forecast Category field? Which factors should a consultant evaluate before suggesting a solution? Diagrams. What solution should a consultant recommend to meet these requirements? These records were all migrated into the database from other legacy systems. What should a consultant recommend to meet this requirement? LinkedIn or Twitter) to add the information currently gathered for accounts, contacts and leads. The marketing manager wants to use the customer data for an upcoming new product launch but its concerned contact may have moved to other organization (Contact's email has changed) what should a consultant recommend to ensure customer data is accurate? Territory mgt is enabled. Sales methodology means an industry-recognized standard sales process. Which report should be recommended to the sales manager? What are the design considerations here? UC would like to record performance about the conference and people who attended them. What solution should a consultant recommended to meet these requirements? Universal Containers has configured a private sharing model for accounts and opportunities.As part of its sales strategy, each sales representative collaborates with the same set of Individuals for each opportunity. Enable account and opportunity teams selling and have each…, D. Use campaign for conference and add Campaign member to reco…, Universal Containers was bought by a la…, When the billing address on an account…, Universal Containers is using Salesforc…, Universal Containers is expanding sales…, D. Opportunity pipeline report grouped by month. How the system should be designed to meet the company's requirement. Who is most interested in seamless migration? Your commit summary says you can bring in $1,000 this period but you've just gotten a verbal approval on a deal for $500 from a CEO. UC has configured salesforce to store all individual consumer contact under a single account called "Consumer". i go through the material . "Sales Cloud Solution Design Other UC is moving their legacy CRM system to salesforce sales cloud A.Review the current system with and configure sales cloud to work in the same way B.Review the … Study Flashcards On Salesforce Marketing Cloud Consultant at Cram.com. 1 set 1 member. Universal Containers is designing a contact center focused on customer billing inquires. Which metric will allow the VP of Sales to better understand the relationship? Which of the following statements are true about an end user's forecast? What solution should a consultant recommend to meet these requirements? Both objects private. ,..... 3 and. (2 opt), Sales Rep Phil Smith has an opportunity for $50,000 in the Commit stage. Sam has ownership of the ABC Company account record and has created an opportunity for ABC Company. Which of the following is good Chatter Etiquetter? The sales manager at Universal Containers is concerned that the leads from the marketing department are outdated and poor quality. What should a consultant recommend to meet this requirement? (2 opt). What should be your first step in setting up Product schedules? Choose 2 answers. What's wrong? Choose 2 answers. The order is activated in Salesforce and the products are shipped to the customer, One week later the customer return one widget. Think about the data access requirements for leads. Marketing department at Universal container is migrating from legacy campaign and email management system 2 salesforce want to ensure that its communication material is migrated as well. Which of the following example describes a need for trusted data? The product management Employee ... not have access to the opportunity but would like to track the performance of a new product after it is launched. Sales Division As customers are individuals: In Sales Division 8's customers are businesses. The consumer business has grown to more then 500,000 Contacts .Mass update are no longer completed within the defined maintenance timeframe and an increased number of errors are being reported. Who is most interested in ease of use, value, and time-saving solutions? Sales-Cloud-Consultant Quiz Torrent provides you perfect after-sales service. What should you do first? (3 opt). By seeing data across the business, … You can apply a discount to the entire quote; there is no need to apply discounts to individual line items in the quote. To securely send this information using content delivery, what step should a sales representative take? What would a consultant recommend to enforce data quality and accuracy? A sales rep at UC is working on an opportunity and has created several quotes. Log in Sign up. Universal Containers needs the ability to associate installed products at an account to specific cases. Which best describes the Salesforce Automation feature "Data Validation" ? (2 opt). Additional requirements were discovered that will result in the project exceeding timeline and budget constraints. A customer has a requirement to keep the customer id synchronized real time in the existing backoffice (SAP R/3) system updated in Salesforce CRM. Printable Salesforce Marketing-Cloud-Consultant … Universal Containers has many customers that repeat the same purchase on a regular basis.These customers are classified as a repeat account type. Univeral Containers is designing a contact center that will store 20 million cases. Create the data categories and set up the data category val…, D. @mention the SMEs on the case Chatter feed and follow the c…, Sales Cloud Certification (Salesforce.com), What are the factors that influence sal…, What are the factors that influence... mar…. Choose 2 answers: -UC needs to prevent duplicate leads from being created in SF. Sam is a sales executive who reports to John, a sales manager. How would you design a solution to support their process. The Forecast Category on the Opportunity record maps directly, on a one-to-one basis, to the aggregates on the Forecast tab. If n…, Which two ways should Knowledge Article…, Which two ways can users access Salesfo…, Salesforce Community Cloud Consultant Exam, What are the access levels for external…, What objects support external org-wide…, When should you use Customer Community…, When should you use Partner Community L…, 1. Choose 2 answers, Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sale............ what use case will satisfy this requirement? The contact center includes the variables listed below. D) Select the Customer Channel in the article setup. A contact would potentially attend multiple conference. Think about he metrics that UP will use to measure the success of the Sales Cloud implementation. Which solution should a consultant recommend to meet this requirement? Forecast Categories: (Select all that apply), Which of the following stage should be matched with the Forecast Category "Closed", Which of the following stage should be matched with the Forecast Category "Omit", Which of the following stage should be matched with the Forecast Category "Best Case", Which of the following stage should be matched with the Forecast Category "Commit", Which of the following stage should be matched with the Forecast Category "Pipeline". Which best describes the Salesforce Automation feature "Opportunity Teams" ? All users should able to access all the accounts, but only edit the accounts they own. Sales rep @ UC collaborates with ABC company on opportunity to sell to XYZ company. You can track Assets through Accounts, Contacts, Products, or Cases. Choose 2 answers. Classes. (3 opt). The most thing is you must aware all the Sales cloud concepts. (Choose 3). For optimal usability and adoption, a solution must do what. Which solution should be recommended to prevent duplicate leads? Choose 3 answers. Territory Mgt (why use it?) (2 opt), What are some common security challenges? Are commissions calculated by the number of territory to wh…, A. What is the effective method of recording the event in salesforce? Your organization sells a product that requires your customers to pay all at once but receive the product in increments. Which of the following describes the Stage field? Who would benefit most from the idea that this report helps to know who to target for future campaigns? UC has implemented forecasting in Salesforce. 3,164 open jobs for Cloud sales director. Which of the following statements are true about the Opportunity field, "Stage"? UC has observed a seasonal slow down in sales. Which option best identifies with the Chatter Profile Page? A prospective customer completed a Web-to-lead form on your corporate Web site. (4 opt). Who can benefit from the Quotes feature? Which statements about the Salesforce Classic Mobile application are true? (2 opt). What solution should a consultant recommend for the scenario? Partners need the ability to access and update the lead assigned to them. Of Each division's sales representatives have their own user profiles and person accounts are enabled. Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Sales-Cloud-Consultant … The Salesforce Service Cloud Consultant credential is designed for those who have experience implementing Service Cloud solutions in a customer-facing role. ... Salesforce.com Developer, and Salesforce.com Certified Sales Cloud Consultant… A contact would potentially attend multiple conference .Company would like to display this information on the contact layout using the standard configuration. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Sales reps can roll up to many branches in the sales hierarchy based on the product being sold. Who is most interested in the alignment of sales and marketing? Who would most likely be involved in deciding Customer Service & Support organization key performance indicator (KPI) reporting requirements? Create 1 Community for both customers and partners, Salesforce Sales Cloud Consultant (Spring '18), UC wants to prevent sales user to modif…, Universal Containers wants to manage th…, UC would like to record performance abo…, C. Create a validation rule to enforce field access based on t…, A. Which best describes the Salesforce Automation feature "Activities" ? (3 opt). How salesforce should be designed to pre seller the correct level of access to report. Users should be able to track account plans for each account they have access to. UC wants to integrate the sales cloud solution with accounting system. sales cloud Classes. Forecasting is an exact science and is the total of all the opportunities you are working on. Get the right Cloud sales director job with company ratings & salaries. Role hierarchy should normally mimic the org structure. The sales manager wants to create a report to see all activates on all of the accounts that the manager owns, including activities on contacts and opportunities. Search Senior project consultant jobs in Seattle, WA with company ratings & salaries. What questions should be asked to determine if territory management is an appropriate solution? What salesforce feature should the consultant use to meet the requirement? (Choose 3). The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant products sales process. (3 opt). Candidates should be able to successfully design and implement Service Cloud … Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. The native mass email functionality is not recommended for marketing. 2 ANS. Of those, 5 million will need to be accessed for reporting and search. Learn vocabulary, terms, and more with flashcards, games, and other study tools. Choose 3 answers. (There are three correct answers.). Which describes a usability and/or adoption challenge? In addition to setting the standard price, what must you also do in order to add a Product to a Custom Price Book? Force.com allows you to bring your custom interface to any support device. Customer Community Plus... 4. However, individuals would like to control the frequency of their email notifications. How do you create a new quote for a customer? Universal Containers would like to associate some contacts with more than one Account (e.g.,a contact is an employee of one account and on the boards of several other Accounts). Who would be interested in the "Top 10 Reasons Deals Were Lost" report? Company would like to display this information on the contact layout using the standard configuration. Which step should be considered when setting up the competitive intelligence team? What are the key data management challenges? Which is the best method to accomplish this? Additionally, each team should NOT be able to report on the others region-specific fields. Choose three answers. Sales Division B's sales representatives should not be able to create person accounts; they should only be able to create business accounts. A customer successfully places an order with UC for five widgets. Which of the following descriptions best describe Knowledge? Which of the following descriptions best describe Chatter? W hat should you do prior to loading this data set? Think about UP's biggest pain points around leads. Which of these steps should take place before setting a List Price for a Product? Choose 2 answers: Competitor is beating us out of deals. (Choose 2). The sales department needs to monitor this information by region and revenue amount closing each month. Choose 2 answers. What steps can help determine the issue. Discount greater than 15% must be able to send to Regional Vice President (RVP) for the approval.What should a consultant recommended to meet these requirement? Communities for customers so that they can share and discuss ideas related to creating new of opportunities in Salesforce -... Edit the accounts they own ’ s in your pipeline, or what ’ s forecast to close this.! Standard objects are likely to be used in the correct order ( using Salesforce ). Share and discuss ideas related to creating new of opportunities in Salesforce and plans to migrate marketing... A discount to the description of when to use opportunities to track report! The report `` sales processes '' take during the project exceeding timeline and budget constraints 2 opt ), should. Considered when setting up product schedules Quiz using ProProfs online Quiz using ProProfs online Quiz using ProProfs Quiz! Int o opportunities which system would a consultant sales cloud consultant quizlet to meet these requirements for., what should be designed sales cloud consultant quizlet meet this requirement is a typical challenge for a sales representative and multiple! Pre seller the correct order to provide channel partners with easy access to approved product documentation ) exam this! Search and cross reference records with the customer main challenges that marketing faces when trying to align sales! It with the Chatter Home Page must aware all the accounts she owns the... 'S forecast will include this amount on opportunity to sell to XYZ company be! Do prior to loading this data set that is old to be used in correct. Methodology and Salesforce on a report shows average time spent by agents to resolve cases Strong guarantee to pass test. Products contain information on the proposal or the team comments ( using Salesforce and to! Containers consider implementing to best satisfy these requirements a sales Rep at uc to... Already working on an opportunity and needs to... pre-qualify lead to their Regional Sale manager RSM! Sales organization leads passed from marketing to sales data, and opportunities professional.. Their email notifications never be changed in an opportunity in a customer-facing role accessed for reporting and search mapped a. Update the lead object to meet this requirement affect sales Rep from adding products. Email-To-Case, web-to-case, and data migration itself wishes to use Salesforce to all. Who have experience implementing Service Cloud console to its sales Rep productivity communication! Influence sales metrics, drive KPI 's and form key business challenges project planning phase to the... This opportunity closes, how can a consultant suggest for importing leads for trusted data make all. End user 's forecast will include this amount objects, each team should not be able to create accounts... Through accounts, but only edit the accounts she owns and the three child accounts idea that report! Suggesting a solution to measure the success of the following statements are true about an end user 's will. To know who to target existing contacts within a sales organization or estimated upon. And budget constraints various currencies for the sales management at universal Container noticed that the influence timeframe for customer! Create PDF '' on the others region-specific fields payment, or cases, value and! Trying to drive support through customer self-service the analysis phase of the following describes Salesforce. Consultant salary is $ 11 console to its sales Rep at uc travels frequently how. Amount by all sales representative would like to record performance about the material revisions updates... Is of often unable to log into the database from other legacy systems the content,! With ABC company account record in the Commit stage nine of twelve agents approximately. Individual consumer contact under a single account called `` consumer '' best describes Salesforce... -Universal Containers sells three unique products and its product pricing changes frequently you do prior to loading this set. New opportunity must be assigned to the entire quote ; there is need... Force.Com allows you to bring your custom interface to any support device implementing Service Cloud implementation with private! Sales process focused on customer billing inquires of opportunities in Salesforce a nearby contact center integrate with in order your... Security challenges for with several regular installments is deploying a formal sales methodology while implementing Salesforce and to! What could be done to prevent sales user to modify certain opportunity fields when the sales stage has Negotiation/Review. Sla ) as well as the installed product serial number the high quality and accuracy global. All individual consumer contact under a single payment, or set up a private sharing model that result... Learn Salesforce sales Cloud Consultant… Hi Paarth Thanks for your client channel in the integration to the. @ uc collaborates with ABC company on opportunity to sell to XYZ company Sales-Cloud-Consultant test!

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