Why is collaborating with departments such as marketing and service crucial to generating a new pipeline?
Leveraging additional expertise and resources is why collaborating with departments such as marketing and service is crucial to generating a new pipeline. A pipeline is a set of opportunities or potential customers that a sales rep is pursuing or managing in order to close sales. Collaborating with marketing and service helps to access their knowledge, skills, and tools that can help the sales rep generate more leads, nurture more prospects, and close more deals.
A forecast is based on the rollup of a set of opportunities.
What are three dimensions in a forecast rollup?
A forecast is a projection of how much revenue you can generate in a quarter. A forecast rollup is the aggregation of a set of opportunities based on three dimensions: time, categories, and territories. Time refers to the fiscal period, such as month or quarter, that the forecast covers. Categories refer to the stages of the sales process, such as commit, best case, or pipeline. Territories refer to the sales regions or markets that the forecast applies to.Reference:
Certification - Sales Representative - Trailhead
Cert Prep: Salesforce Certified Sales Representative - Trailhead
[Forecasting Guide - Salesforce Help]
A sales representative wants to show a prospect the value of their product or service.
Which type of document should the sales rep provide to the prospect?
A sales proposal is a document that outlines the benefits and features of a product or service, as well as the pricing and terms of the deal. A sales proposal is designed to persuade the prospect to buy from the sales rep by showing them the value of the solution and how it meets their needs. A sales proposal should be customized to the specific prospect and their situation, and should include a clear call to action.Reference:
Sales Rep Training: Create Effective Selling Habits(Unit: Write Winning Sales Proposals)
Cert Prep: Salesforce Certified Sales Representative(Unit: Sales Strategy and Planning)
In addition to learning more about customers, what does customer-centric discovery allow a sales representative to do?
Co-creating strategies based on confirmed challenges is what customer-centric discovery allows a sales rep to do, in addition to learning more about customers. Customer-centric discovery is the process of asking questions and listening to customers to understand their situation, needs, goals, and challenges. Co-creating strategies means working with customers to design and propose solutions that can address their confirmed challenges and deliver value and outcomes. Co-creating strategies helps to build trust and rapport, demonstrate expertise and differentiation, and influence purchase decisions.
A sales representative wants to avoid getting a price objection during a meeting near the end of the sales cycle.
Which strategy helps minimize price challenges?
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