Benefits of Salesforce for Sales Reps
Question
Universal Containers salesforce admin did the order setup in salesforce so that sales users can benefit from its great functionality.
The sales reps started working on storing orders in salesforce.
What are standard ways they can take advantage of using it? Choose two answers.
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: C & D
Orders are great way of following the customer requests in relation to products and services.
Orders can be created through the account or contact but they cannot be recurred orders, but users can clone existing order with their products.
Option A is incorrect because when cloning an order with the products you don't have the ability to change the new order price book or currency
Option B is incorrect because you cannot have recurrent orders.
This is not a functionality that is available with orders.
The sales reps can take advantage of the following standard ways when storing orders in Salesforce:
A. When cloning an order with products, the new order currency can be changed: This feature allows sales reps to easily create new orders based on existing ones, which saves them time and effort. Additionally, if the sales reps need to create an order in a different currency than the original order, they can change the currency when cloning the order with products.
B. Setting up a recurrent order: This feature allows sales reps to set up orders that are automatically created at regular intervals. This is especially useful for customers who regularly purchase the same products on a recurring basis. By setting up a recurrent order, sales reps can ensure that these orders are automatically created and processed, which saves them time and improves customer satisfaction.
C. Clone existing order with products: This feature allows sales reps to quickly create a new order based on an existing one, including all of the products and details from the original order. This saves sales reps time and ensures that they are creating accurate orders that meet the customer's needs.
D. Create an order through the account or contact: This feature allows sales reps to create orders directly from the account or contact record, which saves them time and ensures that the orders are associated with the correct account or contact. This feature also allows sales reps to easily view all of the orders associated with a particular account or contact, which can help them better understand the customer's needs and preferences.
In summary, sales reps can take advantage of the above standard ways when storing orders in Salesforce to save time, ensure accuracy, and improve customer satisfaction.
