Salesforce for Business

Question 1

What is salesforce?

Answer 1

A system that helps you manage relationships and interactions with customers.

Question 2

What can be tracked in salesforce?

Answer 2

customers with leads, opportunities, accounts and contacts.

Question 3

What is a lead?

Answer 3

A person who expresses some interest in your product or services.

Question 4

What are considered “leads” in salesforce?

Answer 4

Business cards, web submissions, and prospects that express interest in learning more about services.

Question 5

What happens when you convert a lead?

Answer 5

Salesforce creates corresponding account, contact, and opportunity records.

Question 6

What do the account records entail?

Answer 6

company name, industry, number of employees, and location.

Question 7

What do the contact records entail?

Answer 7

name, title, phone, email.

Question 8

What is an opportunity? (in salesforce)

Answer 8

A sale that an employee works on.

Question 9

What do the opportunity records entail?

Answer 9

product, amount, decision makers, close date.

Question 10

What do cases in salesforce keep track of?

Answer 10

questions and help requests.

Question 11

What are cases associated with?

Answer 11

an account.

Question 12

Why is it helpful to use leads, opportunities, and cases?

Answer 12

cut busy work, stay on top of ur deals, follow up w/ prospects faster, and give customers a personalized service.

Question 13

What is CRM?

Answer 13

A system for managing all of your company’s interactions with current and potential customers.

Question 14

What is CRM used for?

Answer 14

keep customer contact details up to date, track every customer interaction, and manage customer accounts.

Question 15

What is CRM designed for?

Answer 15

to improve customer relationships.

Question 16

What is salesforce?

Answer 16

a cloud computing service as a software (or SaaS) company that specializes in customer relationship management (or CRM).

Question 17

How is salesforce used?

Answer 17

to improve the workflow of many different business users, including sales, marketing, customer service, supply chain, and human resource teams.

Question 18

Businesses that use Salesforce (1)

Answer 18

Healthcare

Question 19

How does healthcare use salesforce?

Answer 19

Provides solutions for personalized, connected, and responsive care.

Question 20

Businesses that use Salesforce (2)

Answer 20

Government

Question 21

Hows does the government use salesforce?

Answer 21

Connects citizens, agencies, and processes in the cloud.

Question 22

Businesses that use Salesforce (3)

Answer 22

Higher Education

Question 23

How does higher education use salesforce?

Answer 23

uses social, mobile, and cloud to become a connected campus.

Question 24

Businesses that use Salesforce (4)

Answer 24

Manufacturing

Question 25

How do manufacturing companies use salesforce?

Answer 25

Mobilize sales teams, simplifying order management, and integrating external systems.

Question 26

CRMs are systems that keep customer information in one centralized place.

Answer 26

true

Question 27

Through salesforce, companies can access all of their customer information online.

Answer 27

true

Question 28

What is Sales Force Automation (SFA's) primary focus?

Answer 28

sales process of products or services to existing clients and managing prospects, with the goal of increasing sales and optimizing conversion (from prospect to customer);

Question 29

What is Customer Relationship Management's (CRM) focus?

Answer 29

managing customer relations with the goal of improving the relationship between the company and the customer (after the prospect becomes a customer).