The sales manager in a company conducts product demos for customers frequently as part of lead management. As part of his activity, the sales manager has two coordinate with different departments in…

Question

Options

• AUseAssessmentTemplates.
• BUseSalesMethods.
• CUseTaskTemplates.
• DUseResourcesGroups.
• EUseAssessmentTemplates andTaskTemplate.

• A
  15% (5)
• B
  3% (1)
• C
  3% (1)
• D
  9% (3)
• E
  71% (24)

Explanation

A task template is an instruction to generate a group of related activities. You can associate task templates with an assessment template in order to recommend tasks that should be performed after an assessment has been done for a business object. When you associate task templates with an assessment template, you can indicate a score range for each task template, and based on the total score of any assessment that uses your template, one or more task templates will be recommended as follow-up activities. In order for a task template to be available to associate with an assessment template, it must be assigned to the same business object type as that assigned to the assessment template, and it must have a subtype of Assessment. Ensure that you have set up task templates correctly before attempting to associate them to assessment templates. * Assessment template Define Lead Assessments Templates Assessment templates can be defined with assessment questions representing industry best practices, sales methodologies, or a combination of both. As you enter the different responses to the questions, an assessment progress bar provides immediate rating and feedback based on the assessment definition. You can also use assessment templates to standardize lead follow-up procedures. Lead Assessment Templates enable consistent and predictable assessment for all leads in the business unit. The salesperson must evaluate the quality of information they have received for the lead. They determine if the details are sufficient to reach out to the customer and assess whether a lead is worth pursuing with the help of preconfigured assessment templates. Assessment templates can further qualify the lead by: Reviewing the content shared with the customer during a campaign Framing the lead in the context of the campaign Ensuring the salesperson understands the information that has already been sent to the customer

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