Process
We never _______ leads for current customers
Archive!
True!
What does 35x11 mean? How are points calculated?
35 points by 11 am - 1 point per call, 10 points per flip
What team/segment owns 6-10 FTE NB? Bonus points for name of Router!
Account Specialist - ESB AMER Account Specialist
What is the lowest Sales Cloud license tier that gives users access to the Salesforce App Xchange for Integrations?
Pro Suite
For a Chat/800 flip - the inbound receiving SDR must chatter any SDR working a lead of the same account within _____ minutes regardless of LOB
90
What 3 key hygiene data points are needed on a lead record in order to flip and carve an opportunity to the correct account ownership team?
FTE, ZIP, SIC
Perf Score is made up of 2 metrics - what are they?
Bonus, what is the blend of those metrics?
TRXA/ACV
TRXA - 30%, ACV - 70%, ACV is capped at $35K/deal and 300%
MC opp on a GRB account, who owns the opportunity? Bonus - what FTE range is GRB?
Digital AE - 46-200
True or False:
Sales + Service Cloud and Sales Cloud fall under the same L2 Product Family
False!
Which industry(s) and segment(s) are we NOT allowed to work as SDRs?
Industry - Non Profit/Gov
Segments - All ENTR, all EXISTING CMCL accounts
True or False:
SMB Core AEs should own all slack, tableau, and digital opps
False!
True in SB, false in GRB
How many calls do you need to make in a month to max out your call input % (110%)
1,210
Name that opp!
Brendan’s Bicycles a brand new customer evaluating Salesforce for his small business. He needs a CRM to keep track of his customers. Although his company has 15 employees, they want to start with 5 licenses. He doesn’t need anything fancy so Pro Suite will suit his needs.
Brendan's Bicyles (+5) 5 Pro Suite
CAN based NB account with 35 FTE, PPIMR Slack should be sent to which router
Canada SB - ESB Canada AE Account Team
True or False:
Deduping a lead, there's another SDR sourced open opportunity on the same, current customer, account that your lead is associated with. That opportunity is the same L2 as the PPIMR as your lead. I can work this lead still?
False, same L2 and beyond, we must CONVERT in and check box to notify!
Input score is made up of 3 metrics - what are they?
Bonus - what is the blended split of those metrics?
Value Calls, S1A, S2A
33% for all
You get a lead for Financial Services Cloud on a current customer account. But see an open SDR created opp for Sales Cloud on the account. Can you flip for FSC?
Yes!
Data cloud unifies your data across all Salesforce clouds without the need of data pipelines. Easily take action on your data across all clouds like Service, Sales, Marketing AND Commerce and enable trusted AI solutions powered by your data.
Differs from a data lake or warehouse tool like Snowflake, enables all teams, not just IT, because DC is built into the metadata framework of Salesforce, to move faster with data by using low-code tools like Agentforce
Bonus: If an SDR has a stalled stage 1, can you flip over it?
30 days
Yes, must chatter to notify SDR that you'll be working a lead in this circumstance
True or False?
Agentforce ROE
If an SDR receives a lead for the same company as a lead owned SDRA with activity by Agentforce SDR, is the SDR ok to work?
True!
Upon connecting and qualifying, SDR must chatter on their newly created opportunity
"@SDRA, I was able to connect and qualify with a lead from the same company as "your lead linked". Please deactivate the agent on your lead and pass it to me directly. Thank you @SDRA Manager Name!"
What are the Seat at the Table metrics?
950 Flips, 600 Bumps, 850K ACV, No more than 2 red in input/perf over last 6 months
Name that Opp!
Jenn is a Salesforce Administrator at Professional Publishing who are Salesforce customers. They have 15 sales reps using Sales Cloud Enterprise Edition. Jenn was researching Salesforce Inbox for her company and received a call from an SDR. After that conversation, we learned that she wants to pilot Salesforce Inbox with 5 sales reps at her company. They also need 10 more Sales Cloud Licenses.
Professional Publishing (+10) 25 Sales Cloud EE (+5) 5 Inbox
What 3 things does Agent need to work?
Bonus for the best elevator pitch for Agentforce in the group!
Data, Reasoning, and Action