Insightly CRM
A client asks "what is the difference between a lead and opportunity?" How would you answer?
A lead is a potential client that is not yet qualified. An opportunity is a potential client that has been qualified.
What is the main purpose of a landing page?
To drive a specific action such as sign ups, downloads, or purchases.
How can you get a prospect on a list after they fill a form?
1 - Create a dynamic list that looks for anyone who has filled the form.
2 - Add a finish action that adds the prospect to a static list when they fill the form.
Why might you want to use queues?
To notify team members that there are new tickets, to divide up the different types of tickets for different teams (for example service tickets vs billing).
In which year was the word Internet coined--1974, 1982, or 1995?
1974
Can you opt to not use leads? What are the benefits of using them?
Yes, you can turn off leads. However, it can be nice to enter the contact, organization, and information about what the potential client is looking for all in one place. It also doesn't crowd up your contacts and organizations with unqualified people who aren't a good fit for your business.
Why is it recommended to have 1 clear call to action on a landing page?
To reduce distractions and improve conversion rates.
What is the difference between a prospect's score and a prospect's grade?
The score is the prospect's interest in you--it goes up as they engage with your marketing content. The grade is your interest in the prospect--you set up rules so that prospects that more closely align with your ICP have a higher grade.
Why would you want multiple SLAs?
Perhaps you have different requirements for how quickly you do things for different types of tickets or different types of clients. For example, you might allow clients to pay for expedited service or billing tickets need to be answered more quickly than other types of tickets.
What modern-day county was formerly called Mesopotamia?
Iraq
Describe a use case for a calculated field on a dashboard card.
Many right answers here - average time to close opportunities, win rate, time to first contact with a lead, etc.
What is A/B testing on a landing page?
Testing 2 versions of a page to see which performs better.
A client has a header that they want to use on every Marketing email they send out. How can they avoid having to rebuild this header in every email they send?
1 - Create a template with the header in it and always use this template.
2- Save the row as a header row so that they can drag that row into any Marketing email they build.
What are the different ways a ticket can be created?
1 - Manually by an agent in service
2 - Emailing your service email
3 - Filling a form on your website (web to ticket)
4 - Filling a form on the portal
In golf, how many strokes below par constitutes a "condor" -- two, four, or six?
Four
What could the time object be used for?
Time tracking is useful to be able to track time spent on projects and tasks.
Why are mobile responsive landing pages important?
Because many visitors browse on mobile devices and poor mobile experience can lower conversions.
A client asks "how can I send a series of follow up emails a couple of months after I lose an opportunity? I just want this to be for new opportunities going forward, I don't want to send this to my opportunities that I lost in the recent past." How would you answer?
First, you'll want to make sure there is a lookup field on the opportunity for the main contact. You will want to create a static list for lost opportunities. Then build a workflow automation with the criteria of opportunity lost, and then a time trigger for 60 days after the workflow is triggered. On that time trigger, the action will be to add that main contact to the lost opportunity static list. Then you would have a journey set up for the lost opportunity list that is always running.
How can I allow customers to interact with each other? Can I make sure they aren't spamming each other too?
Set up the community on the portal. You can either choose to moderate any post with links or to moderate all posts in order to prevent spam.
What name is given to a poet officially appointed to champion poetry and compose works for state occasions?
Poet Laureate
Describe what approval processes are and what they might be used for.
The approval process will require a record with certain criteria to be approved by another user. There are several options for what this could be used for: to have managers approve a certain type of opportunity with a value under a certain threshold for example.
What role does social proof play on a landing page?
It builds trust through testimonials, reviews, or customer logos.
What is a tracked custom event? How can this be used?
A custom event allows you track something entirely custom that happens with the prospect--for example, leaving an item in a cart without purchasing or when you note down that a trip is booked with you in the CRM. This can be used to increase the prospect's score and will show on the timeline as well so that you know what's happening with the prospect. You can also check for these events on journeys and create dynamic lists around them.
A client asks, "How can I make sure any email that has the word 'urgent' in the subject line gets treated as an urgent ticket?" How would you answer?
Use ticket automation. You can set the criteria for subject line contains urgent and then update the record to change the priority to urgent, assign it to a certain queue or agent, send an email to notify someone that an urgent ticket has arrived, etc.
What Pixar offering became the first 3-D animated film to open the Cannes Film Festival?
Up