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A sales representative wants to improve the overall health of their pipeline.

Why is it important to take a strategic approach to prospecting?

A.
Reduce non-selling administrative efforts.
A.
Reduce non-selling administrative efforts.
Answers
B.
Improve efficiency and return on investment.
B.
Improve efficiency and return on investment.
Answers
C.
Increase the number of customer engagements.
C.
Increase the number of customer engagements.
Answers
Suggested answer: B

Explanation:

Prospecting is the process of identifying and reaching out to potential customers who are likely to buy your product or service. Taking a strategic approach to prospecting means having a clear plan, criteria, and method for finding and qualifying prospects. This can help improve the overall health of the pipeline, as it ensures that the sales representative is focusing on the most valuable and relevant opportunities, and not wasting time and resources on unqualified or uninterested leads. A strategic approach to prospecting can also improve the efficiency and return on investment of the sales process, as it can increase the conversion rate, shorten the sales cycle, and reduce the cost of acquisition.Reference:

Cert Prep: Salesforce Certified Sales Representative, unit "Generate Leads and Opportunities"

[Sales Rep Training], unit "Prepare Your Team to Sell Successfully"

What is an important consideration for a sales representative as they create a sales proposal?

A.
To leverage a standard approach for all sales quotes and customer accounts
A.
To leverage a standard approach for all sales quotes and customer accounts
Answers
B.
To highlight how the solution addresses the customer's needs and challenges
B.
To highlight how the solution addresses the customer's needs and challenges
Answers
C.
To include a detailed diagram and explanation of the sales process
C.
To include a detailed diagram and explanation of the sales process
Answers
Suggested answer: B

Explanation:

Highlighting how the solution addresses the customer's needs and challenges is an important consideration for a sales representative as they create a sales proposal, because it shows the customer the value and benefits of the solution, and how it can help them achieve their desired outcomes. The sales proposal should be customized and tailored to the customer's specific situation, and include relevant data, testimonials, and case studies to support the value proposition. To leverage a standard approach for all sales quotes and customer accounts or to include a detailed diagram and explanation of the sales process are not the best answers, because they do not focus on the customer's needs and challenges, which are the primary drivers of the purchase decision. A standard approach may not suit the customer's unique requirements or preferences, and a detailed diagram and explanation of the sales process may be too technical or complex for the customer to understand or appreciate.Reference:Certification - Sales Representative - Trailhead, [Sales Rep Training: Create Effective Selling Habits - Trailhead]

A sales representative identifies a strong business case for a customer and hosts a demo to show them potential offerings and solutions.

What is the next sales pipeline stage the sales rep should enter to summarize and address the potential customer's needs?

A.
Lead Qualification
A.
Lead Qualification
Answers
B.
Prospecting
B.
Prospecting
Answers
C.
Proposal
C.
Proposal
Answers
Suggested answer: C

Explanation:

According to the Salesforce Sales Representative Learning objectives, the proposal stage is the next step after the demo stage, where the sales rep should summarize the customer's needs, present the value proposition, and address any objections or concerns. The proposal stage is also where the sales rep should negotiate the terms and conditions of the deal, and ask for the customer's commitment to buy.Reference:

Sales Rep Training: Create Effective Selling Habits

Sales Pipeline Stages: A Visual Guide

A sales representative is trying to engage a prospect who is unresponsive to cold calls.

Which approach can the sales rep take as an alternative to build interest and align on why a solution meets the prospect's needs?

A.
Engage the prospect through different channels.
A.
Engage the prospect through different channels.
Answers
B.
Pause engagement and follow up at another time.
B.
Pause engagement and follow up at another time.
Answers
C.
Try calling the prospect at different times.
C.
Try calling the prospect at different times.
Answers
Suggested answer: A

Explanation:

If a prospect is unresponsive to cold calls, the sales rep can take an alternative approach to build interest and align on why a solution meets the prospect's needs by engaging the prospect through different channels. Different channels can include email, social media, text, video, or webinars. By using different channels, the sales rep can increase the chances of reaching the prospect, capture their attention, and provide relevant and personalized messages that showcase the value of the solution. The sales rep should also research the prospect's preferences, needs, and pain points, and use a multi-touch strategy to nurture the relationship and move the prospect along the sales cycle.Reference: [Sales Rep Training: Generate Leads], [Cert Prep: Salesforce Certified Sales Representative: Generate Leads]

A sales representative has a low conversion rate during the proposal phase of the pipeline. They notice there are a few sentences about the prospect objectives, two pages on the specifications and deliverables, and then a small portion on the investment.

Which adjustment will help the sales rep win more work by being more customer-centric?

A.
Remove the objectives since the prospect already knows them.
A.
Remove the objectives since the prospect already knows them.
Answers
B.
Move the investment to the top to get the objection out of the way.
B.
Move the investment to the top to get the objection out of the way.
Answers
C.
Focus more on anticipated outcomes than deliverables.
C.
Focus more on anticipated outcomes than deliverables.
Answers
Suggested answer: C

Explanation:

A customer-centric proposal is one that emphasizes the value and benefits that the solution will provide to the customer, rather than the features and specifications of the product or service. By focusing more on the anticipated outcomes, the sales rep can show how the solution aligns with the customer's objectives and needs, and how it will help them achieve their desired results. This will also help the sales rep differentiate themselves from the competition and build trust and credibility with the customer.Reference:

Cert Prep: Salesforce Certified Sales Representative, Unit 4: Value Selling

[Sales Rep Training], Unit 2: Sell with Value

Salesforce Certified Sales Representative Exam Guide, Section 4: Value Selling

A sales representative is working with a customer who has recently placed an order. The customer informs the sales rep that they have unique tax requirements.

How should the sales rep proceed to ensure a successful booking and fulfillment process?

A.
Acknowledge the tax requirements, but proceed with the standard process because the sales rep is unable to change company policies.
A.
Acknowledge the tax requirements, but proceed with the standard process because the sales rep is unable to change company policies.
Answers
B.
Redirect the customer to address their tax requirements with the appropriate department internally within the company.
B.
Redirect the customer to address their tax requirements with the appropriate department internally within the company.
Answers
C.
Work closely with the relevant departments to address the tax requirements and ensure accurate order processing.
C.
Work closely with the relevant departments to address the tax requirements and ensure accurate order processing.
Answers
Suggested answer: C

Explanation:

According to the Salesforce Sales Representative Learning objectives, one of the skills that a sales rep should have is to ensure customer satisfaction through streamlined fulfillment and order management. This includes collaborating with internal teams to handle any special requests or requirements from the customer, such as tax, shipping, or billing issues. By working closely with the relevant departments, the sales rep can ensure that the customer's tax requirements are met and that the order is processed correctly. This will also help to avoid any delays, errors, or disputes that could affect the customer's experience and satisfaction.Reference:

[Sales Rep Training: Prepare Your Team to Sell Successfully], Unit 4: Manage the Order Process

Salesforce Certified Sales Representative Exam Guide, Section 5: Fulfillment and Order Management, Objective 5.2: Given a scenario, demonstrate how to handle special requests or requirements from the customer.

A sales representative is negotiating with a customer to renew their agreement. Historically, the customer has been unwilling to purchase additional products due to cost concerns.

Which type of strategy should the sales rep use?

A.
Competitor-based pricing
A.
Competitor-based pricing
Answers
B.
Bundle pricing
B.
Bundle pricing
Answers
C.
Price skimming
C.
Price skimming
Answers
Suggested answer: B

Explanation:

A type of strategy that the sales rep should use when negotiating with a customer who has been unwilling to purchase additional products due to cost concerns is bundle pricing. Bundle pricing is a pricing strategy that involves offering a set of products or services together at a lower price than if they were sold separately. Bundle pricing can help the sales rep to increase the perceived value of the solution, cross-sell or upsell additional products or services, and differentiate from competitors. Bundle pricing can also help the customer to save money, simplify the purchase decision, and meet their needs more effectively.Reference: [Sales Rep Training: Negotiate and Close], [Cert Prep: Salesforce Certified Sales Representative: Negotiate and Close]

A sales representative has spent countless hours on due diligence to make the appropriate recommendation. At the last minute, the customer makes an unexpected objection. The sales rep is surprised and wants to better understand where this objection is coming from.

Which approach should the sales rep take?

A.
Highlight customer success stories to build credibility.
A.
Highlight customer success stories to build credibility.
Answers
B.
Revisit the discovery phase of the sales process.
B.
Revisit the discovery phase of the sales process.
Answers
C.
Acknowledge the objection and try to close with a different tactic.
C.
Acknowledge the objection and try to close with a different tactic.
Answers
Suggested answer: B

Explanation:

The discovery phase of the sales process is where the sales representative uncovers the customer's pain points, needs, goals, and challenges. By revisiting the discovery phase, the sales rep can better understand where the objection is coming from, and whether it is a valid concern or a hidden motive. Revisiting the discovery phase can also help the sales rep restate the value proposition, reinforce the benefits of the solution, and address any gaps or misunderstandings that may have caused the objection. The other options are not effective approaches, as they may ignore the customer's perspective, damage the trust, or create more resistance.Reference:

Cert Prep: Salesforce Certified Sales Representative, unit "Value Selling"

[Sales Rep Training], unit "Sell with Value"

Salesforce Certified Sales Representative Exam Guide, section "Value Selling"

A sales representative is asked by their sales manager to lead a cold-calling campaign.

Where can the sales rep start?

A.
Identify prospect pain points.
A.
Identify prospect pain points.
Answers
B.
Enter prospect leads into an auto dialer.
B.
Enter prospect leads into an auto dialer.
Answers
C.
Gather prospect contact information.
C.
Gather prospect contact information.
Answers
Suggested answer: C

Explanation:

Gathering prospect contact information is the best place to start for a sales representative who is asked to lead a cold-calling campaign, because it is the first step in identifying and reaching out to potential customers. The sales rep should use various sources and methods to find the names, phone numbers, email addresses, and other relevant details of the prospects who match their ideal customer profile. The sales rep should also verify and update the contact information regularly, and track the results of their calls. Identifying prospect pain points or entering prospect leads into an auto dialer are not the best answers, because they are not the first steps in a cold-calling campaign. Identifying prospect pain points is something that the sales rep should do during or after the call, by asking open-ended questions and listening to the prospect's needs and challenges. Entering prospect leads into an auto dialer is a tool that the sales rep can use to automate and streamline their calling process, but it requires having the prospect contact information first.Reference:Certification - Sales Representative - Trailhead, [Sales Rep Training: Create Effective Selling Habits - Trailhead]

A sales representative is struggling with forecast accuracy due to a lack of insight into the potential success of various opportunities.

Which technique will help improve the sales rep's forecasting accuracy?

A.
Focusing on industry trends to predict future outcomes
A.
Focusing on industry trends to predict future outcomes
Answers
B.
Prioritizing deals based on seller intuition
B.
Prioritizing deals based on seller intuition
Answers
C.
Implementing AI-based deal scoring systems
C.
Implementing AI-based deal scoring systems
Answers
Suggested answer: C

Explanation:

One of the techniques that can help improve the sales rep's forecasting accuracy is implementing AI-based deal scoring systems, such as Salesforce Einstein. AI-based deal scoring systems use machine learning algorithms to analyze historical and real-time data from various sources, such as CRM, email, calendar, and social media, and assign a score to each opportunity based on the likelihood of closing. The score reflects factors such as the customer's engagement level, buying signals, past behavior, and fit with the ideal customer profile. By using AI-based deal scoring systems, the sales rep can prioritize the most promising opportunities, focus on the best actions to move them forward, and forecast more accurately and confidently.Reference:

Improve Sales Forecasting Accuracy with These Best Practices, section "Use AI to Score Deals".

How to Improve Sales Forecasting Accuracy, section "Use AI to Score Deals".

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