Product 1
The 4 different editions of Sales Cloud
Essentials, Professional, Enterprise, Unlimited
This product connects sales reps's emails to Salesforce
Inbox
Ecosystem of more than 3,000 pre-built apps and components that extend SFDC to every department and industry
If you see a log-in portal on a prospect's website, this product might be a good fit...
Communities
Formerly known as Salesforce "Growth Edition," but now rebranded
Essentials
One-liner: Out-of-the-box, click-to-dial tools for Sales Cloud
Lightning Dialer
Two reasons a prospect may need to upgrade from Essentials to Professional Sales Cloud?
Integration with Quickbooks, add ons like App Exchange/Pardot/Einstein, Connecting to other data
Name 5 of the 7 Major Clouds (hint: NOT Industries)
Sales, Service, Marketing, Commerce, Communities, IOT, Analytics
What is our basic Non-profit offering?
P10, NonProfit Starter Pack (NPSP)
Powered by Einstein, this product brings email, calendar and CRM together.
Inbox
This product helps clients manage their postings, engagement, and sentiment across Facebook, Twitter, etc.
Social Studio
The maximum amount of Essentials licenses for a customer
10
With a focus on HIPAA compliance, we may suggest a client needs this
Health Cloud
Formerly "Steelbrick," this acquisition helps sales teams
CPQ
What is our B2C Email Platform?
MC Email Studio
Discovery question when you are trying to position this product : "How do you onboard your sales reps?"
High Velocity Sales (or PSA)
Our B2B Email Platform
Pardot
If a customer wants to create custom roles and permissions, and workflows across their organization, this edition would be recommended
Enterprise Edition
Name 5 different MC products
Email Studio, Social Studio, Journey Builder, Mobile Studio, Advertising Studio, Web Studio, Datorama, Interaction Studio, CDP (Audience Studio no more)
If a client has online chat on their website/app, this product might be a good fit for them
Live Agent / Digital Engagement
This product helps create and manage work orders for agent operations in territory
Field Service Lightning
An Omni Channel experience means...
Seamless user experience, whether they're online from a desktop or mobile device, by telephone, or in a brick-and-mortar store.
This product could be considered similar to GoogleDocs
Quip