Your product line is expanding rapidly and your sales representatives often are unfamiliar with the full list of applicable products for a customer. As such, your sales team often misses the chance to upsell and cross-sell related accessories.You need to identify what you can add to the product catalog to support upselling and cross-selling.What should you identify?
Your company purchases a mailing list of purchasing managers at the companies in your area.You contact the purchasing managers.You gather information about their budgets and timelines. You conclude that their companies are good fit for a product that you sell.You need to advance the sale and provide data for sales pipeline tracking to your sales manager.What should you do next?
You have a quote named Quote1 that was activated and presented a customer.You plan to take a long leave of absence. In your absence, a user named User2 will take ownership of Qoute1.You need to transfer ownership of Qoute1 to User2.What should you do?
You call a potential customer to discuss one of your companys products.During the call, you discover that the potential customer is uninterested in the product.You need to document the conversation and your decision not to pursue the potential customer any further.What should you do?
You recently visited a trade show and you interacted with many potential customers.As a vendor at the trade show, you receive a CSV file that contains detailed information about the 643 attendees who showed interest in your products.You need to efficiently and accurately input this information into Dynamics CRM for future use in the sales process.Which method should you use?
Your company uses seminars and trade shows as its two primary methods to generate leads.You want to analyze which method generates the most leads.You need to generate a report that displays the number leads generated from trade shows and the number of leads generated from seminars.Which report should you use?
