A sales development representative is able to send emails to leads from within Salesforce. Which of the following are aspects of this feature? Select all that apply.

Practice More Questions From: Managing and Qualifying Leads

Q:

True or False? A prospect is any person or company that has shown some interest in a product, whereas a lead is a person or company that has moved through a qualification process and been determined to be more likely to make a purchase and therefore worth pursuing.

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True or False? A lead is any person or company that has shown some interest in a product, whereas a prospect is a person or company that has moved through a qualification process and been determined to be more likely to make a purchase and therefore worth pursuing.

Q:

Which of the following statements accurately describe a prospect? Select all that apply.

Q:

Which of the following tasks is not typically performed as part of the day-to-day work of a sales development representative (SDR)?

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Which of the following tasks are typically performed as part of the day-to-day work of a sales development representative (SDR)? Select all that apply.

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True or False? A sales development representative typically completes all of the following tasks as part of their day-to-day work: generating leads, communicating with leads, qualifying leads, presenting product demonstrations, and closing deals.

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What is the term given to a data-based description of the type of customer most likely to purchase a product?

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For a sales development representative (SDR), what is the purpose of using an ideal customer profile (ICP)?

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Which of the following pieces of information is likely to be included in an ideal customer profile (ICP)? Select all that apply.

Q:

Ellen is a marketing associate in charge of managing her company’s social media accounts. Part of her job involves keeping track of people who have begun following the company’s Instagram page and sharing this information with the sales development representatives. The people who have begun following the company’s Instagram account are considered what?

Q:

You see an ad on social media for a pair of shoes that you like, and you click the link to check out the website. When you arrive on the website, you get a pop up that asks you to provide your email address in order to begin receiving periodic updates from the company. You enter your email address, browse the site for a few minutes, and then close out of the site to go back to scrolling through social media. In the eyes of the company’s sales team, you are now a __________.

Q:

True or False? Once a lead has been qualified by a sales development representative, they are considered a Sales Qualified Lead (SQL), which is also known as a prospect.

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A sales development representative can keep track of which of the following tasks in Salesforce? Select all that apply.

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Which of the following is not a task that a sales development representative would likely need to track using Salesforce?

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True or False? A sales development representative can keep track of lead records, emails and communications, and calendar events and scheduled meetings in Salesforce.

Q:

True or False? While Salesforce allows the sales team to capture a lot of important details about a lead, some information, such as desired timelines or concerns about a particular product, will need to be recorded in a different location or software and manually passed on to the account executive when the lead becomes a prospect.

Q:

As a sales ops specialist, which of the following are benefits you would explain to a sales development representative about why they should be using Salesforce during the qualification process? Select all that apply.

Q:

True or False? During the qualification process, information gathered about a lead (such as their product needs, their budget, their desired timelines, or their concerns) can be logged in Salesforce as Notes, Tasks, or details in a Call Log, and then passed along to the account executive when the lead becomes a prospect.

Q:

True or False? When a sales development representative emails a lead, they can create and send the email directly within Salesforce.

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True or False? When a sales development representative emails a lead, they can create a note about that email within Salesforce, but they need to use an outside email service in order to write and send the email.

Q:

A sales development representative is able to send emails to leads from within Salesforce. Which of the following are aspects of this feature? Select all that apply.

Q:

True or False? Within the Salesforce Lead record, a sales team member has the ability to record details about all of the following activities: Log a Call, New Task, New Event, Email, and Make the Sale.

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True or False? Within the Salesforce Lead record, a sales team member has the ability to record details about all of the following activities: Log a Call, New Task, New Event, and Email.

Q:

In the Salesforce Lead record, which of the following are activities that can be recorded? Select all that apply.

Q:

True or False? A sales development representative has asked you, the sales operations specialist, for help to know how to make sure she’s focusing on her leads that have the greatest potential for qualifying. One way to do this is to use the Rating field in the Lead object to mark the leads with the greatest potential as “Hot” and then sort the leads based on that rating.

Q:

A sales development representative has asked you, the sales operations specialist, for help with managing her leads. She has a LOT of leads to work on, and she wants to know how she can indicate in Salesforce which leads should get her attention first. What are some options you could recommend that she do? Select all that apply.

Q:

A sales development representative has asked you, the sales operations specialist, for help with managing her leads. She has a LOT of leads to work on, and she wants to know how she can indicate in Salesforce which leads should get her attention first. What would you recommend that she do?

Q:

True or False? An SDR would like her Salesforce tasks to be added to her Salesforce calendar so that she can more easily track them. Fortunately, tasks can be added to the Salesforce calendar by creating a new calendar view.

Q:

A sales development representative has come to you, the sales ops specialist, and explained that she is frustrated by the number of tasks that have been slipping through the cracks lately. She says that she is logging “new tasks” within the lead record in Salesforce, but then she just forgets to follow up and actually complete the tasks within the ideal time frame because these tasks don’t show up on her calendar. You check her Salesforce calendar and confirm that she is correct; her “events” show up, but not her tasks. How can you help her to solve this problem?

Q:

True or False? An SDR would like her Salesforce tasks to be added to her Salesforce calendar so that she can more easily track them. Unfortunately, tasks cannot be added to a Salesforce calendar.

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