After chatting with an opportunity contact, an account executive feels that he understands which products will meet the needs of this prospective customer, and he would like to send a proposal with pricing information. As the AE is ready to start associating products and price with this opportunity, what steps should be taken? Select all that apply.

Practice More Questions From: Salesforce Tools for Account Executives

Q:

Your sales team is excited to start using Salesforce to track product information and send quotes and contracts to customers. Before this can happen, what is the first thing that needs to be done in Salesforce?

Q:

Before an account executive can use Salesforce to send a quote to a prospective customer, product and pricing information needs to be added to Salesforce. What is the first step that needs to take place in order to add this information to Salesforce?

Q:

True or False? When adding product and pricing information to Salesforce, the first step is creating a standard price book and then creating a product.

Q:

After chatting with an opportunity contact, an account executive feels that he understands which products will meet the needs of this prospective customer, and he would like to send a proposal with pricing information. Which of the following should be the AE’s first step in Salesforce?

Q:

After chatting with an opportunity contact, an account executive feels that he understands which products will meet the needs of this prospective customer, and he would like to send a proposal with pricing information. As the AE is ready to start associating products and price with this opportunity, what steps should be taken? Select all that apply.

Q:

True or False? An account executive has a new opportunity and has recently spoken with her contact. She has learned that the company is fairly small, with only 15 employees, and they’re interested in purchasing three different products for their business. As the AE is ready to start associating products and price with this opportunity, her first step in Salesforce should be to select the appropriate price book to associate with this opportunity.

Q:

True or False? In Salesforce, quotes are an official bill for clients to pay.

Q:

An account executive has created a quote in Salesforce and after receiving his manager’s approval, he is ready to send the quote to his prospect. How can he do this?

Q:

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

Q:

After careful consideration and reviewing the quote sent over by the account executive, an opportunity has decided that they do not want to move forward with a purchase. As the account executive, it’s time to close this opportunity. In Salesforce, which stage will this opportunity be moved to?

Q:

An opportunity has agreed to make a purchase and has signed a contract! Congratulations! As the account executive, it’s time to close this opportunity. In Salesforce, which stage will this opportunity be moved to?

Q:

An account executive is ready to close a particular opportunity. In Salesforce, after selecting the “Closed” opportunity status, what are the specific options that the AE will need to choose from? Select all that apply.

Q:

True or False? All opportunities should eventually be closed in Salesforce; they will be marked “Closed Won” if a sale was made or “Closed Lost” if the sale is not likely to happen.

Q:

In Salesforce, what does it mean when an opportunity is marked as “Closed Lost”?

Q:

In Salesforce, what does it mean when an opportunity is marked as “Closed Won”?

Q:

True or False? An account executive closes the sales process in Salesforce by navigating to the opportunity record, choosing the “Closed” opportunity stage, and then selecting either “Closed Won” or “Closed Lost.”

Q:

In Salesforce, how does an account executive close the sales process?

Q:

An account executive has learned that one of their opportunities has decided not to move forward with a purchase. Which of the following steps should be taken by the AE to formally close this opportunity in Salesforce? Select all that apply.

Q:

In Salesforce, what is a contract?

Q:

In Salesforce, which of the following should be included in a contract? Select all that apply.

Q:

True or False? A contract is a price proposal that can be negotiated between the buyer and the seller.

Q:

True or False? An order in Salesforce allows a customer to amend or change an existing contract.

Q:

A customer’s contract started earlier this month, but they’ve realized that they’d like to order one additional product. What does the account executive need to do in Salesforce to make this change?

Q:

In Salesforce, what is an order?

Q:

Which of the following are steps that an AE will typically take when creating a new contract in Salesforce? Select all that apply.

Q:

True or False? After agreeing on the prices and products included in a quote, an account executive can draft a contract.

Q:

True or False? After agreeing on the prices and products included in a quote, an account executive can draft an order.

Q:

An account executive sent a quote to an opportunity contact, and they’ve decided to proceed with the purchase! Which of the following are necessary steps that the AE will take in Salesforce to complete this sales process? Select all that apply.

Q:

True or False? When a prospective customer is ready to make a purchase, the AE should follow these steps in Salesforce: Mark the opportunity as “Closed Won,” create a contract, and create an order to add products as needed.

Q:

True or False? When a prospective customer is ready to make a purchase, the AE should follow these steps in Salesforce: Mark the opportunity as “Closed Won,” deactivate the opportunity, create a contract, and create an order to add products as needed.

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