Salesforce Sales-101 - Salesforce Certified Sales Foundations

Customer experience is the factor that the sales representative can focus on to win the customer first and support their sales quota long term, because it is the sum of all the interactions and emotions that the customer has with the sales representative and the company throughout the sales cycle and beyond. A positive customer experience can lead to customer satisfaction, loyalty, retention, and advocacy, which can result in repeat purchases, referrals, and testimonials. Product evangelism and maximizing opportunities are not the best answers, because they are more focused on the sales representative’s own goals and interests, rather than the customer’s. Product evangelism is about promoting the product’s features and benefits, but it may not address the customer’s specific needs or challenges. Maximizing opportunities is about increasing the contract value or volume, but it may not align with the customer’s budget or expectations. References: Certification - Sales Representative - Trailhead, [Sales Rep Training: Prepare Your Team to Sell Successfully - Trailhead]

Tailoring the sales pitch and offers to align with the customers objectives is how understanding a customer’s business strategies and goals helps a sales rep scope a solution. Scoping asolution means defining and presenting the features, benefits, and value of the product that can address the customer’s pain points and needs. Tailoring the sales pitch and offers helps to show how the solution can help the customer achieve their desiredoutcomes, as well as to differentiate it from competitors.References:https://www.salesforce.com/resources/articles/sales-process/#present

Providing timely support and training is one of the best ways to ensure the customer has a great experience with the product. Support and training help the customer to use the product effectively, efficiently, and confidently, as well as to troubleshoot any issues or challenges they may encounter. Support and training also help to build trust, loyalty, and retention with the customer.References:https://www.salesforce.com/resources/articles/customer-service/#customer-service-tips

Multi-channel is the strategy that supports an engagement solution that works seamlessly across all media. Multi-channel means using different communication channels (such as email, phone, social media, web chat, etc.) to reach and interact with customers and prospects. Multi-channel helps to increase customersatisfaction, loyalty, and retention by providing them with convenience, choice, and consistency.References:https://www.salesforce.com/resources/articles/multichannel-marketing/#multichannel-marketing-definition

A statement of work is a document that the sales rep prepares to finalize a deal with the customer. A statement of work defines the scope, deliverables, timeline, and terms of the engagement between the sales rep’s company and the customer. A statement of work helps to clarify expectations, responsibilities, and obligations for both parties, as well as to prevent any misunderstandings or disputes.References: https://www.salesforce.com/resources/articles/statement-of-work/#statement-of-work-definition

Updating the opportunity’s stage and forecast category to reflect therecent progress is what the sales rep should do to ensure accurate forecasting. An opportunity is a qualified prospect who has a high probability of buying the product. An opportunity stage is a measure of how far along the opportunity is in the sales process, such as prospecting, qualification, proposal, negotiation, etc. A forecast category is a measure of how likely the opportunity is to close as won, such as pipeline, best case, commit, closed, etc. Updating the opportunity’s stage and forecast category helps to reflect the current status and potential outcome of the opportunity, as well as to provide a realistic and reliable prediction of future sales revenue.References:https://www.salesforce.com/resources/articles/sales-forecasting/#sales-forecasting-definition

Account planning is the business capability that can help a sales representative foster team selling, increase customer satisfaction, and decrease customer attrition at a critical account. Account planning is the process of creating and executing a strategic plan for each key account, based on the account’s goals, challenges, needs, and opportunities. Account planning helps the sales representative to align with the account team, understand the customer’s business and industry, identify and prioritize the most valuable opportunities, and deliver personalized solutions that drive customer success and loyalty. References: [Sales Rep Training: Plan for Success], [Cert Prep: Salesforce Certified Sales Representative:Plan for Success]

A forecast is a projection of how much revenue you can generate in a quarter. A forecast rollup is the aggregation of a set of opportunities based on three dimensions: time, categories, and territories. Time refers to the fiscal period, such as month or quarter, that the forecast covers. Categories refer to the stages of the sales process, such as commit, best case, or pipeline. Territories refer to the sales regions or markets that the forecast applies to. References:

Certification - Sales Representative - Trailhead

Cert Prep: Salesforce Certified Sales Representative - Trailhead

[Forecasting Guide - Salesforce Help]

A benefit is a part of a solution unit that clarifies how a specific customer will benefit from the solution proposed. A benefit is the value or advantage that the solution provides to the customer, such as saving time, money, or effort,or increasing productivity, quality, or satisfaction. A benefit should be specific, measurable, and relevant to the customer’s pain points and needs.References: https://www.salesforce.com/resources/articles/value-selling/#value-selling-definition

QUESTIONNO: 23

A sales representative worked with a primary account for the past year. They want to make sure they continue providing the best possible service and value to the customer.

How can the sales rep comprehensively assess the effectiveness of their account management strategy?

A. Performance reviews with their team

B. Key performance indicators (KPIs)

C. Customer satisfaction surveys

Answer: B

Key performance indicators (KPIs) are measures that can help the sales rep comprehensively assess theeffectiveness of their account management strategy. KPIs are quantifiable metrics that reflect how well the sales rep is achieving their account management goals and objectives, such as revenue growth, customer retention, customer satisfaction, cross-selling, upselling, etc. KPIs help to track progress, identify strengths and weaknesses, and improve performance.References:https://www.salesforce.com/resources/articles/account-management/#account-management-kpis

Articulating the business value is how the sales rep should address the customer’s question: “What’s in it for me?” Business value is the benefit or advantage that the product provides to the customer in terms of improving their situation, solving their problems, fulfilling their needs, or achieving their goals. Articulating the business value helps to show the customer how the product can help them succeed and grow.References:https://www.salesforce.com/resources/articles/value-selling/#value-selling-definition