Cloud Kicks uses channel partners for selling and servicing its 'Shoe of the Month' club. As the number of Leads has increased, Cloud Kicks has seen a decrease in partner satisfaction regarding the quality of Leads, and a noticeable decrease in the Lead conversion rate.
What can be done to increase partner satisfaction with the Leads being shared?
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A. B. C. D. E.E
To increase partner satisfaction with the Leads being shared, there are several options to consider. Let's go through each answer choice and discuss their potential impact on partner satisfaction:
A. Configure Einstein Insights prior to Leads routing to the partner channel. Enabling Einstein Insights can provide valuable data-driven insights into lead quality and behavior. By configuring it prior to Leads routing to the partner channel, you can ensure that partners receive Leads with a higher likelihood of conversion. Einstein Insights can analyze various factors such as lead source, lead characteristics, and historical data to provide predictions and recommendations.
B. Utilize the Partner Lead Validator to populate a Lead score and assign it to a partner channel queue. The Partner Lead Validator is a Salesforce feature that allows you to define validation rules for Leads before they are assigned to partner channels. By setting up a Lead score based on specific criteria, such as lead source, lead attributes, or lead behavior, you can ensure that only qualified Leads are assigned to partners. This can increase partner satisfaction by providing them with higher-quality Leads that have a higher chance of conversion.
C. Configure a cross-object validation rule to ensure that all fields on the Lead record are populated with data. Implementing a cross-object validation rule ensures that all required fields on the Lead record are populated with data before the Lead is shared with partners. By enforcing data completeness, you can improve the quality of Leads and reduce the likelihood of partners receiving incomplete or inaccurate information. This, in turn, can enhance partner satisfaction by providing them with Leads that are more complete and actionable.
D. Utilize the Lead score on the Find Duplicate button, and then assign the Leads with a score in the high category. This option suggests using the Lead score to identify potential duplicates and then assigning Leads with a high score to partners. While this approach may help identify and prioritize Leads based on their score, it doesn't directly address partner satisfaction regarding the quality of Leads. It's important to focus on improving lead quality and partner satisfaction, rather than solely relying on Lead scoring for assignment purposes.
E. Configure a custom lead score field to assess Lead quality, then assign the Leads that exceed this score to partners. By configuring a custom lead score field, you can create a scoring mechanism to evaluate the quality of Leads based on specific criteria. Leads that exceed the predefined score threshold can then be assigned to partners. This approach allows you to prioritize Leads based on their quality and increase partner satisfaction by providing them with Leads that have a higher chance of conversion.
Among the given options, choices A, B, and E are most directly related to improving partner satisfaction with the quality of Leads. Option C focuses on data completeness, which indirectly contributes to lead quality. Option D, on the other hand, primarily addresses lead scoring and duplicates, but doesn't directly address partner satisfaction. Therefore, the recommended choices would be A, B, and E, as they provide specific strategies to improve partner satisfaction by ensuring higher-quality Leads are shared with partners.