Cloud Kicks wants sales representatives to be able to share key documents directly with customers who are not Community users.
Which Salesforce feature satisfies this requirement?
Click on the arrows to vote for the correct answer
A. B. C. D.A
The Salesforce feature that satisfies the requirement of allowing sales representatives to share key documents directly with customers who are not Community users is option A: CRM Content.
Here's a detailed explanation:
A. CRM Content: CRM Content is a Salesforce feature that allows users to create, manage, and distribute documents and files to different audiences. It provides a centralized repository for storing and sharing documents within an organization. With CRM Content, sales representatives can upload important documents such as sales collateral, product brochures, presentations, and more.
When using CRM Content, sales representatives can easily share documents with external users who are not part of the Salesforce Community. This means they can directly send key documents to customers who are not registered Community users. Sales representatives can generate unique URLs for each document and share them via email or any other communication channel.
The advantage of using CRM Content is that it allows sales representatives to track document views and monitor customer engagement. They can see if the customer has opened the document, how much time they spent on it, and whether they downloaded it. This information helps sales representatives gauge customer interest and follow up accordingly.
In summary, by utilizing CRM Content, sales representatives can securely share key documents with customers who are not Community users by generating unique URLs and tracking customer engagement with the shared content.