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Andrew Chabot Email promotion on a monthly basis to a list of 50,000 leads. What should a consultant recommend to meet this requirement?
Create a lead assignment rule to send the email to the leads monthly?
Use an email execution vendor to send emails for marketing campaigns?
Use the standard salesforce mass email tool located on the leads tab?
Create an email alert workflow rule to send the email to the leads monthly?
It would be Activities report on accounts, contacts, and opportunities the manager owns. There are different things that the sales representative would like to know which includes contacts, accounts, and opportunities. If the sales representative would only ask for accounts, then that is the only aspect that they would learn more about. Getting as much data as possible will make it easier for the sales representative to make a report.
How will anyone have the ability to create a report when there is no sufficient information available? It will also be a good idea to collaborate with the manager if in case additional data is necessary to send a complete and detailed report.
Thanks,
Nagendra
All Answers
In order to send out an email promotion on a monthly basis, to a list of 50000 leads, one must use an email execution vendor in order to send emails for marketing campaigns. This is a practice that is commonly employed in the use of Sales cloud and it is a simple practice.
Hope this helps.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
Thanks for the help! I do have another question!
Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities.
Which report should be recommended to the sales manager?
-Activities report on accounts the manager owns
-Activities report on accounts, contacts, and opportunities the manager owns
-Activities report on accounts and contacts the manager owns
-Activates report on accounts and opportunities the manager owns
It would be Activities report on accounts, contacts, and opportunities the manager owns. There are different things that the sales representative would like to know which includes contacts, accounts, and opportunities. If the sales representative would only ask for accounts, then that is the only aspect that they would learn more about. Getting as much data as possible will make it easier for the sales representative to make a report.
How will anyone have the ability to create a report when there is no sufficient information available? It will also be a good idea to collaborate with the manager if in case additional data is necessary to send a complete and detailed report.
Thanks,
Nagendra
Last one:
Sales management at Universal Containers would like to track the following information:
-Number of open opportunities in the current quarter by sales representative
-Number of closed opportunities in the last quarter by sales representatives
What should a consultant recommend to meet these requirements?
Create an analytic snapshot
Create a dynamic dashboard
Create a summary report with cross filters
Create a joined report
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