A sales manager has asked you, the sales ops specialist, for some help with the following request: “Please create a report that shows which cities have the most promising leads.” Which of the following clarifying questions would you suggest that she ask before attempting to create this report? Select all that apply.

Practice More Questions From: Supporting Sales Managers with Reports

Q:

Which of the following are considered characteristics of a great sales manager? Select all that apply.

Q:

True or False? According to the reading, “The Life of a Sales Manager,” the three main characteristics of a great sales manager are an analytical mind, efficient time management, and great coaching skills.

Q:

Which of the following is NOT considered a main characteristic of a great sales manager, according to the reading, “The Life of a Sales Manager”?

Q:

Which of the following are NOT typical day-to-day responsibilities of a sales manager? Select all that apply.

Q:

Which of the following are typical responsibilities of a sales manager? Select all that apply.

Q:

True or False? A sales manager is typically responsible for leading the entire sales team, coaching team members, fostering customer engagement, analyzing data, and communicating with the executives from other departments.

Q:

As a sales operations specialist, you can help sales managers leverage Salesforce data effectively and efficiently with which of the following tools? Select all that apply.

Q:

True or False? By utilizing reports, report charts, and dashboards, a sales manager can draw conclusions from the data and then implement changes, address problems, and celebrate a team’s successes

Q:

As a sales operations specialist, which of the following is NOT a Salesforce tool that you would recommend a sales manager use to leverage Salesforce data effectively and efficiently?

Q:

Which of the following tools enable users to create visual representations of data in Salesforce? Select all that apply.

Q:

Which of the following statements are true? Select all that apply.

Q:

Which of the following tools enable users to create visual representations of Salesforce data from multiple reports?

Q:

Which of the following is an example of a specific, data-driven performance improvement conversation that a sales manager might have with a sales team member?

Q:

True or False? Reports help sales managers track performance, improve sales teams, and forecast future sales.

Q:

As a sales operations specialist, which of the following are ways that you can encourage sales managers to utilize Salesforce reports? Select all that apply.

Q:

A sales manager has asked you, the sales ops specialist, for some help with the following request: “Please create a report that shows which cities have the most promising leads.” Which of the following clarifying questions would you suggest that she ask before attempting to create this report? Select all that apply.

Q:

True or False? A sales manager has been asked to create a report, but the request is a bit vague. In this situation, it is best practice to avoid asking questions and simply create a report that includes as much data as possible in order to make sure it includes all of the information the requester was hoping for.

Q:

The sales manager has come to you, the sales ops specialist, for help with creating a report in Salesforce. She’s been asked to create a report that shows “which cities have the most promising leads for the sales team.” What first step will you suggest that she take?

Q:

The sales manager wants to create a report in Salesforce that shows which of the Opportunities currently in progress have associated Contacts and has asked you, the sales ops specialist, for help choosing the correct report type. Which of the following is true about the report type you think the sales manager should use?

Q:

Which of the following statements are true about report types in Salesforce? Select all that apply.

Q:

The sales manager wants to create a report in Salesforce that shows which of the Opportunities currently in progress have associated Products and has asked you, the sales ops specialist, for help choosing the correct report type. Which of the following is true about the report type you think the sales manager should use?

Q:

The sales manager has asked for your help to create a report that shows Accounts worth over $30,000. To do this, you should use a:

Q:

True or False? The sales manager has asked for your help to create a report in Salesforce that shows all open opportunities with products that involve revenue over $50,000. To do this, you can select the Opportunities with Products report type, use a standard filter to select open opportunities, and add a field filter to show Amount greater than $50,000.

Q:

The sales manager has asked for your help to create a report in Salesforce that shows all of the Opportunities that were Closed Won last year. To do this, you should use:

Q:

The customer success manager is talking with you, the sales ops specialist, and he mentions that he’s been encouraging his customer service reps to respond to Service Cloud cases by sending Knowledge articles whenever possible. He says that he would love to see data on cases where articles were attached so that he could see how effective this practice is. You’re thrilled to tell him, “There’s a report for that!” What report type can be selected in this situation?

Q:

The customer success manager is talking with you, the sales ops specialist, and he mentions that he’s been encouraging his customer service reps to respond to Service Cloud cases by sending Knowledge articles whenever possible. He says that he would love to see data on cases where articles were sent so that he could see how effective this practice is. You’re thrilled to tell him, “There’s a report for that!” True or False: Selecting the Accounts with Activity report type will give the CSM the information that he wants.

Q:

The sales manager has come to you, the sales ops specialist, for help creating a report that simply shows how many open Opportunities the team currently has. Which report format should be used to create this report?

Q:

Which of the Salesforce report formats is the most complex?

Q:

The sales manager has come to you, the sales ops specialist, for help creating a report that shows how many open Opportunities the team has per Opportunity Stage. Which report format should be used to create this report?

Q:

The sales manager is happy with a Salesforce report you recently helped her create. She doesn’t want to remove any of the data currently contained within the report, but she does want to be able to zoom in on certain pieces of the data. For example, she wants to look at each AE’s current opportunities, one at a time. What report tool might she use to do this? Select all that apply.

Q:

True or False? When creating reports in Salesforce, you can add summary fields and formulas to adjust numerical data.

Q:

Which of the following is a way to modify a report in Salesforce? Select all that apply.

Q:

Which of the following can be done in a Salesforce report to either limit or expand the data that is shown? Select all that apply.

Q:

True or False? Once a report is created and saved in Salesforce, the user can change or modify it to create additional reports, while keeping the first report in its original form.

Q:

True or False? Once a report has been created and saved in Salesforce, it cannot be used or modified to create additional reports.

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments