Salesforce Day1

Which key terms in Salesforce is this statement referring to:

a sales prospect who has expressed interest in our product, service, or company.

• Case

• Priority

• Account

• Leads

Which key terms in Salesforce is this statement referring to:

A detailed description of a customer’s feedback, problem, or question.

• Case

• Priority

• Account

• Leads

Which key terms in Salesforce is this statement referring to:

A list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart.

• Case

• Priority

• Report

• Leads

Multiple Answers: Which is representing Service Representative Roles& Responsibilities

• Interacts with the external customer as the primary contact to initiate and continue interaction throughout the life of the case

• Provide support to Internal customers such as Global Sales Operations, Contract Admin, Order Entry, Master Data Group (MDG), Entitlements, Pre & Post Sales Support Specialists, Proposal Coordinators, etc.

• Those who raise their issues with the customer care team and are from within Clarivate.

• Interacts with internal stakeholders as the primary contact to initiate and continue interaction through out the life of the case.

Which of the following is not the channel external customer can use to reach out to us?

• Webform

• Chat

• The Help Hub

• Phone

True or False: When we receive a phone call, a case number will be automatically populated.

• True

• False