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Salesforce

BA-201 · Question #317

Universal Containers is working to improve Salesforce adoption. Customer reps are utilizing many Salesforce features in the org, but sales reps are still relying on their personal spreadsheets. What…

The correct answer is A. Host Focus group, conduct surveys, and shadow the sales reps to observe the tools they use and. The best practice for understanding the sales reps process in order to increase Salesforce adoption is to host focus groups, conduct surveys, and shadow the sales reps to observe the tools they use and how they use them. These methods help to elicit feedback and insights from…

Elicit & Analyze

Question

Universal Containers is working to improve Salesforce adoption. Customer reps are utilizing many Salesforce features in the org, but sales reps are still relying on their personal spreadsheets. What should the business analyst do to better understand the sales reps process in order increase Salesforce adoption?

Options

  • AHost Focus group, conduct surveys, and shadow the sales reps to observe the tools they use and
  • BRun reports based on usage to see where the sales reps are spending the majority of their time in
  • CArrange for the sales reps to collaborate with customer service reps to learn service reps interact

How the community answered

(34 responses)
  • A
    79% (27)
  • B
    6% (2)
  • C
    15% (5)

Explanation

The best practice for understanding the sales reps process in order to increase Salesforce adoption is to host focus groups, conduct surveys, and shadow the sales reps to observe the tools they use and how they use them. These methods help to elicit feedback and insights from the sales reps, understand their pain points and needs, identify the gaps and opportunities in their current process, and demonstrate the value and benefits of using Salesforce. The other options are either insufficient or irrelevant. Option B does not capture the sales reps' perspectives or preferences, and may not reflect their actual usage of Salesforce. Option C does not address the sales reps' process or challenges, and may not be applicable or effective for them. https://trailhead.salesforce.com/en/content/learn/modules/business-analysis-discovery/plan-and- facilitate-discovery-sessions

Topics

#Salesforce adoption#Requirements elicitation#User research#Process discovery

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