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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sales Cloud Configuration | 16% | - Sales Cloud features and customization - Sales processes and workflows |
| Topic 2: Account and Contact Management | 12% | - Account hierarchy and relationships - Contact management best practices |
| Topic 3: Lead Management | 12% | - Lead scoring and routing - Lead qualification and conversion |
| Topic 4: Opportunity Management | 17% | - Opportunity stages and pipeline management - Forecasting and quota management |
| Topic 5: Practical Application of Sales Cloud Expertise | 33% | - Scalability and maintainability - Customer success and solution delivery - Sales Cloud implementation strategies |
| Topic 6: Sales Cloud Analytics | 10% | - Sales metrics and KPIs - Reports and dashboards for sales |
1. ノーザン・トレイル・アウトフィッターズの大手顧客の中には、多くの担当者を抱えているところもある。営業担当者は、これらの担当者同士の関係性や報告体制を把握したいと考えている。
この要件を満たすために、コンサルタントはどの機能を推奨すべきでしょうか?
A) 連絡先の役割
B) 複数のアカウントへの連絡先
C) 連絡先階層
2. Cloud Kicks社は、ウェブフォームからリードが生成された直後に、地域に基づいて適切な営業担当者に自動的に振り分けられるようにしたいと考えています。コンサルタントはどのような提案をすべきでしょうか?
A) 承認プロセス
B) 割り当てルール
C) 自動応答ルール
3. Cloud Kicks社は、財務部門からの必要な承認が完了するまで、商談が「受注済み」の状態に移行しないようにしたいと考えています。コンサルタントはどのような提案をすべきでしょうか?
A) チャット承認投稿
B) ワークフロールール
C) ゲートを強制するための検証ルールを備えた承認プロセス
4. Cloud Kicks社の営業マネージャーは、Sales Cloudの利用促進のための情報収集を目的として、現在Sales Cloudを利用している250名の従業員を対象に、コンサルタントがヒアリングミーティングを開催することを提案した。
コンサルタントは、この目標を効率的に達成するために、営業マネージャーにどのようなアプローチを推奨すべきでしょうか?
A) 全従業員にアンケートを送付し、希望する変更点のリストを尋ねる。
B) 大勢の従業員と面談し、彼らの意見を聞く。
C) 全従業員に、コンサルタント宛てにアイデアやフィードバックをメールで送るよう依頼してください。
5. Cloud Kicksは、営業担当者の手動介入なしに、成約済みの更新契約から自動的に新しい商談を作成したいと考えています。コンサルタントはどのような提案をすべきでしょうか?
A) 商談が成立した際にトリガーされるフローで、更新商談を複製/作成します。
B) 担当者による手動複製
C) レポート購読
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: A |
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