Salesforce Certified Sales Cloud Consultant Practice Test - Questions Answers, Page 25

To measure the return on investment (ROI) of the purchased list of prospects, the consultant should recommend importing the list as new Leads and mapping the Campaign during import. By associating the leads with a specific campaign, Cloud Kicks can track the effectiveness of the purchased list and measure ROI through campaign reports. This approach allows sales reps to contact the leads and enables the organization to analyze the performance of the campaign linked to the purchased leads. Salesforce's campaign management and lead tracking features support detailed ROI analysis and reporting.

To identify the pages with the highest traffic in Salesforce, a consultant should recommend installing the Salesforce Adoption Dashboards package from AppExchange. This package provides a set of pre-built dashboards and reports that offer insights into user adoption and engagement metrics, including the most visited pages. These dashboards can help admins understand which pages are most frequently used, aiding in the optimization of user experience and identifying areas for further training or improvement.

To drive adoption of Sales Cloud, Universal Containers (UC) should include the identification of change management champions as part of their plan. Change management champions are influential employees who can advocate for the new system, provide support to their peers, and help overcome resistance to change. Their involvement is crucial in promoting user adoption by demonstrating the benefits of the new CRM system and encouraging others to embrace it. According to Salesforce best practices, having internal advocates can significantly improve the success rate of CRM implementations.

For a large global organization like Cloud Kicks (CK) rolling out a complex Salesforce release, the consultant should recommend conducting Train-the-trainer sessions. This approach involves training a select group of knowledgeable users (trainers) who will then train other users in their respective locations. This method ensures that training is consistent and can be tailored to local needs, making it more efficient and effective for large and geographically dispersed teams. Salesforce best practices highlight the importance of scalable and localized training for global implementations to ensure comprehensive user adoption and understanding.

To efficiently track the reasons why opportunities are being lost, the consultant should create a new custom field on the Opportunity object. This custom field can be used to capture standardized reasons for lost opportunities, allowing for consistent data entry and easy reporting. This approach is straightforward to implement and leverages the existing data structure, ensuring that the information is readily available for analysis and strategic decision-making. Salesforce best practices recommend using custom fields for tracking specific business metrics to enhance data visibility and accuracy.

When addressing challenges within Cloud Kicks' Sales Cloud project, the consultant should prioritize assessing project requirements to decide if custom development or third-party apps are needed, considering budget and resources. This approach ensures that the solution is tailored to the specific needs of the project while balancing cost and resource constraints. By evaluating both custom development and third-party applications, the consultant can choose the most effective solution that meets the project's requirements and adheres to best practices for scalability and maintainability. Salesforce recommends evaluating standard features, custom solutions, and third-party apps to find the best fit for the project's needs.

When troubleshooting why some leads are routing to the default lead owner after an update to the Web-to-Lead form, the consultant should validate that the new picklist values are part of the Lead assignment rule criteria. Lead assignment rules determine how leads are routed based on specified criteria. If the new picklist values are not included in these criteria, leads with those values will not match any rule and will be assigned to the default lead owner. Ensuring that all picklist values are accounted for in the assignment rules is crucial for proper lead routing.

To ensure that steps in the sales process are clear and adhered to by the new inside sales team, the consultant should recommend creating a Path on the Opportunity object. Salesforce Path provides a visual representation of the stages in a business process. It allows administrators to define key fields, guidance for success, and specific steps that need to be completed at each stage. This feature is ideal for providing clear guidelines, support materials, and coaching tips for each step of the sales process, helping sales teams stay on track and adhere to best practices.

To measure the sales team's performance based on a fiscal year that starts in February and ends in January, the consultant should recommend updating the Company settings. In Salesforce, the fiscal year settings can be customized in the Company Information section of Setup. This allows the organization to define a custom fiscal year that aligns with their financial reporting requirements. By setting the correct fiscal year, Salesforce will automatically adjust all reports and forecasts to align with the company's financial calendar.