Salesforce Updated Sales-Cloud-Consultant Exam Questions and Answers by layton

To measure the ROI of a purchased prospect list, importing the list as new Leads and mapping the Campaign during import is recommended. Here’s why:

Campaign Attribution: By associating the leads with a specific campaign, CK can easily track ROI by monitoring campaign-related metrics such as conversions, sales, and revenue directly attributable to the purchased list.

Lead Tracking and Management: Importing as Leads allows for centralized tracking of all new prospects, enabling sales reps to follow up and progress leads through the sales funnel. Associating these leads with a campaign helps assess the effectiveness of the purchased list.

Salesforce Best Practices: Salesforce recommends using Campaigns to track marketing initiatives and their ROI. By mapping leads to a campaign, CK can leverage standard Salesforce campaign reporting to assess effectiveness and ROI.

References: Salesforce’s documentation on Leads and Campaign Management provides details on importing leads and associating them with campaigns for ROI tracking.

In summary, importing the list as new Leads and mapping the Campaign during import (Option C) allows Cloud Kicks to effectively track and measure the ROI of the purchased list.

To allow account owners to selectively share contacts with opportunity owners, adding Opportunity owners to the Account Team and configuring Contact sharing is the recommended approach. Here’s why:

Account Team Access and Sharing: By adding the opportunity owner to the Account Team, the account owner can control access and selectively share related records, such as Contacts. Configuring Contact sharing settings allows the account owner to determine which contacts should be visible to opportunity owners.

Granular Sharing Controls: Using Account Teams with Contact sharing settings provides the necessary flexibility to control access at a more detailed level, ensuring that opportunity owners can see relevant contacts as needed.

Salesforce Best Practices: Salesforce recommends using Account Teams to manage record-level access for related records, providing targeted access to essential information.

In summary, adding Opportunity owners to the Account Team and configuring Contact sharing (Option B) is the best solution to allow selective sharing of contacts associated with accounts.

To meet Cloud Kicks' requirement of having Sales Cloud ready in time for the global conference, implementing Sales Cloud with its out-of-the-box features is the most effective strategy. This allows the team to start using core features for tracking accounts, contacts, and opportunities immediately. Iterative improvements can be made as feedback is gathered, ensuring a usable solution is in place while enhancements are made incrementally.

Setting metrics and reducing scope can be helpful, but implementing Sales Cloud in its default form provides the quickest route to functionality. Salesforce supports iterative deployment, especially in time-sensitive projects, to ensure initial usability while refinements are underway.

Salesforce Documentation References:

Sales Cloud Quick Start Guide

Sales Cloud Iterative Implementation

A data enrichment package from AppExchange can help identify and fill in missing data, such as unlisted franchises, by integrating external data sources to supplement Salesforce records. These packages typically use third-party data services to provide additional account information, ensuring that sales reps have a more complete view of account hierarchies.

This approach aligns with Salesforce’s recommendations for managing account data and enhancing the quality of CRM records, as data enrichment tools can automatically update and add missing entries.