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CSM Salesforce Best Practices

Authored by Lisa Tricarico

Professional Development

12th Grade

Used 2+ times

CSM Salesforce Best Practices
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8 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How often should you review your Salesforce Dashboard?

Daily

Weekly

Monthly

Quarterly

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How often should CSMs update Customer Health Reports?

Every 30 days

Every 80 days

Twice a year

Annually

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following is NOT a task that will be shown on your Salesforce dashboard?

Success Kick Off Call

Success Check In Call

Customer Health Reports

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How much time will you have to complete a task?

Unlimited

30 days

Two Weeks

60 days

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If you are having difficulty with completing any tasks, you should discuss this with:

Camilla

Your manager

Your team

Your mom

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How frequently will the Success Check-In Call task be populated?

Every 30 days

Every 60 days

Every 90 days

Once a year

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Why is Customer Health Report important?

Predicting customer behavior (renewal, upsell, churn, at risk).

Prioritizing outreach to "at-risk" customers.

Managing the Book of Business more effectively.

All of the Above

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