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Cloud Kicks wants to enable Person Accounts. What does the consultant need to do before enabling Person Accounts?
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Question 303 - Certified Sales Cloud Consultant discussion

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A consultant received feedback that various sales teams are providing inconsistent updates to leadership about the progress of deals.

What should the consultant recommend for aligning processes and providing more reliable information about the pipeline to leadership?

A.
Create a Sales Engagement report.
Answers
A.
Create a Sales Engagement report.
B.
Customize Sales Path.
Answers
B.
Customize Sales Path.
C.
Enable Sales Forecasting.
Answers
C.
Enable Sales Forecasting.
Suggested answer: C

Explanation:

Enabling Sales Forecasting helps provide consistent updates and reliable information about the pipeline to leadership. Salesforce's Sales Forecasting feature allows sales teams to predict and plan for future sales outcomes based on current pipeline data. It aligns processes by standardizing how sales data is reported and ensures that all teams are using the same criteria and metrics for reporting progress on deals.

Sales Forecasting Overview

Implementing Sales Forecasting

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asked 23/09/2024
István Balla
37 questions
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