Sales Cloud Consultant: Prioritizing Interactions with Decision Makers and Influencers | Cloud Kicks

Interacting with Decision Makers and Influencers

Question

The sales department at Cloud Kicks is growing quickly. New sales executives should prioritize interacting with existing contacts who are decision makers and influencers to further the business relationship.

Which solution should the consultant recommend?

Answers

Explanations

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A. B. C. D.

C

To prioritize interacting with existing contacts who are decision makers and influencers at Cloud Kicks, the consultant should recommend using the junction object between the Opportunity and Contact.

Option A suggests using Contact roles on the Opportunity object, but this may not be the most efficient solution for prioritizing interactions. Contact roles are used to define the roles individuals play on an Opportunity (e.g., decision maker, influencer), but they don't necessarily prioritize the interactions with these individuals.

Option B suggests adding a multi-select picklist field on the Opportunity object. While this can provide additional information about the contacts involved, it doesn't specifically address prioritizing interactions with decision makers and influencers.

Option D suggests adding a contact lookup field to the Opportunity. While this allows linking an Opportunity directly to a single contact, it doesn't consider the need to prioritize interactions with decision makers and influencers.

The most suitable option in this scenario is option C, which recommends using a junction object between the Opportunity and Contact. A junction object is a custom object that acts as a bridge between two objects. In this case, the junction object would allow for a many-to-many relationship between Opportunities and Contacts.

By creating a junction object, Cloud Kicks can establish a relationship that represents the influence and decision-making roles of contacts in the context of specific opportunities. This object can store additional information about the contacts' influence levels, decision-making authority, or any other relevant details.

Using a junction object provides several advantages:

  1. Prioritization: The consultant can create a field on the junction object to indicate the priority level of each contact. This allows sales executives to easily identify and focus on contacts with higher influence or decision-making power.

  2. Enhanced Relationship Management: The junction object allows for a more granular understanding of the relationships between Opportunities and Contacts. It provides a centralized location to track and manage the interactions and engagement history with decision makers and influencers.

  3. Reporting and Analytics: With the junction object, Cloud Kicks can generate reports and analytics that provide insights into the effectiveness of interactions with decision makers and influencers. This information can be used to optimize sales strategies and identify areas for improvement.

In summary, using a junction object between the Opportunity and Contact is the recommended solution to prioritize interacting with existing contacts who are decision makers and influencers. It allows for better relationship management, prioritization of interactions, and enables comprehensive reporting and analytics for sales executives at Cloud Kicks.