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Northern Trail Outfitters (NTO) is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement?
Suggested Answer: C
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11 comments · newest first
ED
Edna
12 months ago
Option B could be useful for visibility on those deals.
AN
Annmarie
12 months ago
Wait, can they really track upsells like that? Sounds tricky.
JA
Janna
12 months ago
Not sure about that, wouldn’t a summary report work too?
ME
Merilyn
1 year ago
Agree, a separate record type is the way to go!
TR
Trina
1 year ago
I think option C makes the most sense for tracking.
TA
Tayna
1 year ago
I think creating a separate page layout could help with visibility, but I wonder if it would really meet the reporting needs. Option B seems a bit limited.
LE
Lenna
1 year ago
I practiced a similar question where we had to create custom fields for reporting. Option D sounds familiar, but I'm not convinced it's comprehensive enough.
PH
Phung
1 year ago
I'm not entirely sure, but I feel like adding a stage might not be enough to track these deals separately. Maybe option A isn't the best?
AS
Ashlee
1 year ago
I remember we discussed the importance of having a distinct sales process for different types of deals. I think option C might be the right choice.
RI
Richelle
1 year ago
Migrating to a staging environment is definitely a best practice, that's an easy one.
AL
Alise
1 year ago
I'm pretty sure it's RSTP, since that's the protocol that prevents loops in a network.