Question 11

Cloud Kicks has sales teams distributed across global regions. The direction from sales leadership is to define access to dashboards based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards.
What should the Consultant recommend to meet this requirement?
  • Question 12

    Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company wants to track and report on these deals separately from other deals.
    What should a consultant recommend to meet this requirement?
  • Question 13

    The Cloud Kicks sales team can create leads for both business and individual customers. Person Accounts have been enabled in its Salesforce org.
    How can the Consultant ensure that Leads are converted into either a business Account or a person Account where appropriate?
  • Question 14

    Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
    What should the sales representative do to ensure the marketing team can access the opportunity?
  • Question 15

    Cloud Kicks has a complicated sales process and is currently using 12 stages for Opportunities. Sales representatives often have difficulties deciding when to move Opportunities through the various stages.
    Which solution should the Consultant recommend?