Cloud Kicks has hired a consultant to help with its initial Salesforce implementation.
Which three steps should the consultant take to help Cloud Kicks get Salesforce up and running? (Choose three.)
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A. B. C. D. E.ABE
To help Cloud Kicks get Salesforce up and running, the consultant should take the following three steps:
Define company vision: Defining the company vision is crucial because it sets the direction and goals for the Salesforce implementation. The consultant should work with Cloud Kicks to understand their business objectives, strategies, and long-term vision. By aligning Salesforce with the company's vision, the consultant can ensure that the implementation supports the overall business goals and objectives.
Define Key Performance Indicators (KPIs): KPIs are measurable metrics that indicate the success or performance of specific business objectives. The consultant should work with Cloud Kicks to identify and define the KPIs that are relevant to their sales processes and goals. These KPIs can include metrics such as revenue growth, conversion rates, customer acquisition costs, customer retention rates, and more. Defining KPIs helps in monitoring and measuring the effectiveness of Salesforce in achieving the desired business outcomes.
Finalize integrations: Integrations play a critical role in connecting Salesforce with other systems and tools used by Cloud Kicks. The consultant should collaborate with Cloud Kicks' IT team and stakeholders to identify the necessary integrations that are required for seamless data flow and process automation. This could involve integrating Salesforce with existing CRM systems, marketing automation platforms, ERP systems, or other third-party applications. By finalizing the integrations, the consultant ensures that Salesforce becomes the central hub for data and processes, enabling a unified view of customer interactions and efficient business operations.
Note: Options C (Analyze competitors) and E (Prioritize goals) are not the correct choices for helping Cloud Kicks get Salesforce up and running. While analyzing competitors can be a valuable exercise in understanding the market landscape, it is not directly related to the initial Salesforce implementation. Similarly, prioritizing goals would typically be done after the company vision and KPIs have been defined, as it involves determining the order and importance of different objectives and initiatives.