What would be the top 3-5 things you feel every Salesforce professional should know as core functional CRM knowledge?
Without all the bells and whistles…
Let’s assume it’s Sales Cloud.
Some of my initial thoughts:
– What happens during the lead conversion process.
– What’s a sales stage and how is it used.
– What’s significant about a pipeline and forecasting.
– The most important management report or dashboard, what should be on it, and why.
Please share yours that are more significant…
Occasionally, we get asked these types of questions during an interview, and think it’s important to be prepared for what’s at the heart of CRM.