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Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
Cloud Kicks (CK) has been losing market share to competitors over the past year. CK management is planning next year's budget and has allocated more money for in-person meetings with its existing partners because CK thinks it will reduce churn. Which option should a consultant recommend that CK use to track the spending increase for onsite visits?
The Cloud Kicks team needs to quickly look up contacts, accounts, and opportunities and easily log calls from their mobile phones. Due to limited coverage in certain geographic areas, the team wants access to customer information while out of the office and when they are without an internet connection.Which two steps should the consultant recommend?Choose 2 answers
Cloud Kicks wants to implement team selling to share differing levels of access to Accounts and associate records, such as opportunities, contracts, and case, based on team member responsibilities.Which capability should the consultant recommend?
Cloud Kicks has 12 stages m its sales process. The probability of winning the sale must be indicated. The salesmanager uses sales stages and probability for forecasting. The sales manager wants a condensed summary ofthe forecasts without affecting the sales team.Which approach should a consultant recommend to streamline forecast reporting?
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