You meet a potential new contact called Carlos Mora from Vodafone Spain at Mobile Universe Congress. This is the first time you have met him. How do you add them to Salesforce?
Create a new lead called Carlos Mora
Create a new Account called Vodafone Spain (after checking that this account doesn't already exist on Salesforce) and create a new contact for Carlos Mora under this Account.
Create a new Account called Carlos Mora
You don't add them to Salesforce but just add them to your Outlook contacts (this is so much more quicker and efficient).
What do you select under "Qualification" for Carlos? You have only met Carlos for 30 minutes at Mobile Universe Congress and he was mostly neutral during the conversation towards Telsis.
Public source/never met
Acquaintance
Lukewarm
Friend
Foe
All Contacts must be associated with an Account.
Ericsson Egypt have introduced us to Mobinil Egypt as a potential customer during your visit to Mobile Universe Congress. How do you define the Account Source?
Board/Employee
SI/Reseller
Trade Show
PR/Marketing
Web
Word of Mouth
Mobinil Egypt is interested in our Contact Center Lite solution. You create an opportunity and classify the Opportunity Type as:
Non-Recurring - New Customer
Non-Recurring - Existing Customer
Recurring Business
We should only create a single Account for a multinational operator with many subsidiaries.
Which of the following are valid Account Types?
Customer
Product Partner
Agent
Competitor
What should you do when a contact leaves an account?
Keep the contact in there in case the contact rejoins the account
Delete the contact
Edit the contact and update their new title and account.
Send the contact a personalised greeting card from moo.com wishing him/her well.
The value of all opportunities must be entered in British Pounds.
Salesforce reports are only available to administrators and sales directors.
What types of user can create new accounts in Salesforce?
Sales
Supporting Teams
Accountants
How should meeting/call reports be distributed?
By email to #Day & Visit Report mailing list and copying Salesforce.
By adding a Note under the relevant Contact/Account/Opportunity and sharing them with the 'Tiger Team' group in Salesforce.
By printing single-sided copies in colour and distributing them by post to each Tiger Team members' home address.
How do you view an customer's (account) organisational chart assuming all contacts within the customer are "fully linked" to each other?
Go to the account and select 'View Hierarchy'
Go to any contact within the Account and select 'View Org Chart'
Select the "+' tab on the menu bar and select 'Org Charts'
When using the Outlook plugin for Salesforce, I must:
Synchronise my tasks
Not synchronise my tasks
Tasks added under a contact will also show up on the relevant account screen (but not vice-versa).
Contact Roles under an opportunity can include both contacts within the account and outside the account.
What is the purpose of Contact Roles under an Account?
To understand the contacts who work at the Account.
To understand contacts who are related to the Account but don't actually work at the Account.
To understand contacts within an Account who are anti-Telsis.
Where is Timbuktu?
Burma
70 miles off the coast of New Zealand
Mali
It doesn't exist. It is a fictitious name.
What is the purpose of New Task under Open Activities?
Create tasks for yourself or others
Create notes from meetings
Create notes from unscheduled calls
Add emails manually that were not copied to Salesforce
Create notes from scheduled calls
Use "Log a Call" under Activity History to capture notes from an unscheduled call. You can use the "Comments" field to capture notes from the call (unless the notes are comprehensive and need to be shared with the Tiger Team in which case you create a Note).
Open activities will only show Outstanding Tasks and Upcoming Meetings.
We are using our platform deployed at Etisalat Nigeria' to do outbound IVR campaigns for Timwe. Timwe is our customer who will be paying us a fee for every subscriber who signs up to the campaign. How should this opportunity be captured on Salesforce?
Account = Timwe Partner = Etisalat Contact Role = Adia Sowho (Head of VAS, Etisalat Nigeria)
Account = Etisalat Partner = Timwe Contact Role = Francesco Pina (Campaign Manager, Timwe)
Account = Timwe Partner = Leave Empty Contact Role = Adia Sowho (Head of VAS, Etisalat Nigeria)
You have just completed a successful call with the CTO at O2 UK. This meeting was scheduled through the assistant of the CTO after many follow-ups. What do you do?
Sit back and relax - you did a good job on the call
Create a "New Event" on Salesforce under O2's Account (select "Scheduled Call" as Type). Then, create a Note under O2's Account to summarise the call outcome and share with 'Tiger Team' group.
Create a "New Event" on Salesforce under O2's Account (select "Meeting" as Type). Then, create a Note under O2's Account to summarise the call outcome.
Create a "New Event" on Salesforce under O2's Account (select "Scheduled Call" as Type). Then, enter the notes from the call under the field "Description" within the Event screen.
Contact Roles can only be classified as one of the following: Business User, Decision Maker, Economic Buyer, Economic Decision Maker, Evaluator, Executive Sponsor, X-Factor Judge, Influencer, Technical Buyer, Other
Salesforce Notes allow you to create your notes in rich text.
All text within a Salesforce Note is fully searchable.
Salesforce chatter is...
Talking about Salesforce when making a drink
A new VoIP service
A collaboration and sharing tool built into Salesforce
A tool to help you find life partners
Only full Salesforce users can use Chatter.
You can not privately message other chatter members. All messages sent through chatter are publicly visible.
Who is going to win the 2015 Ashes?
Australia
South Africa
Afghanistan
England
The 'Small Operator' pricing model is used for
Messaging customers with messaging rates under 1000 short message delivery attempts per second
Voice customers with revenues under EUR 50m per annum
Voice customers with call rates of less than 100 call attempts per second
Messaging customers with less than 10 million subscribers
Professional services are priced...
...as a fixed percentage of the equipment price
...on an opportunity by opportunity basis
...based on what we think the customer will pay
For a 3-year OpEx deal, payments are due...
Quarterly in advance
Quarterly in arrears
Biannually in advance
Biannually in arrears
Under the rapid process, what does the letter P stand for?
Pull Data
Perform
Punish Decision Makers
Who drives the customer proposal/quote approval process?
CEO
Sales Director
Product Marketing
Customer Delivery Manager
A separate expenses request is required for each item you want to purchase.
True or false, only Support have access to team support?
Who wears the coolest tie at Telsis (excluding the sales directors)?
Gary Scott
Paul Knox-Kennedy
Peter White
Tom Paterson