Sellers for a major publisher are not entering opportunities until the deal is closed. internal sales teams compete for business with each other, with a few of them using salesforce reports to surface potential clients with ad budgeds by identifying those targeted on an opportunity owned by the competing team. this behavior has driven sales teams to collaborate on external spreadsheets where the competing sellers do not have access to the information. Which two things should a consultant include in the design to remove unwanted sales access, while continuing to support the sales team collaboration?
Answer : A, D
To address the issue of internal competition and lack of collaboration among sales teams, while ensuring secure access to opportunity data, a consultant should consider enabling and using Opportunity Teams (A) and updating Opportunity Organization Wide Defaults (OWD) to Private (D). Opportunity Teams allow for collaborative selling by enabling the owner to share opportunities with a select group of users, enhancing teamwork without compromising data security. Setting OWD for opportunities to Private ensures that only the owner and selected team members have access, preventing unwanted access by competing sales teams. Reference:
https://help.salesforce.com/articleView?id=sf.opportunity_team_setting_up.htm
https://help.salesforce.com/articleView?id=sf.sharing_model_fields.htm
A publisher wants to know which products have low reception with the customers. However, the publisher is having a hard time analyzing the data because opportunities reflect only the sold products, excluding products which were once part of an opportunity but were later dropped. What should a consultant ensure is included in the design so that sellers can store and access different versions of the proposed media plan and its line items?
A publisher wants to create a media plan that includes linear adc for a specific tv program. Which object should a consultant use to define this TV program in media cloud?
A publisher wants to empower its sales team by embedding analytic dashboards that show the actual digital delivery performance on the salesforce account page for advertising and agencies. The dashboard will need to be customized to reflect nuances of the publisher's business. What should a consultant configure or implement to solve for this use case?
Answer : D
To provide the sales team with analytic dashboards showing actual digital delivery performance directly on the Salesforce Account page for advertisers and agencies, configuring the Ad Delivery Connector for CRM Analytics is the most efficient solution. This approach leverages CRM Analytics to aggregate and analyze ad delivery data, offering customizable dashboards tailored to the publisher's specific business nuances. Embedding these CRM Analytics dashboards on the Account page ensures that sales teams have immediate access to relevant performance metrics, enabling informed decision-making and client discussions. Reference: https://www.salesforce.com/products/tableau/crm-analytics/
A publisher is working with agents, which is Home's agency, to advertise Home's products. How should a Consultant create and relate these records in Advertising Sales Management (ASM)?
A media publisher is using advertising sales management to manage their b2b ad sales business using google ad manager. A consultant added a new placement on an existing media plan. When adding the new placement, the media plan remains in an inactive state in GAM. What should the consultant do to clear the inactive state after adding the new placement?
A media publisher is using advertisging sales management to manage their B2B ad sales business. During the creation of a media plan, a consultant wants to see analytical insight using the view insight button on the add and configure placements screen. Which system should the consultant use to achieve this?
Answer : A
When a consultant wants to see analytical insights during the creation of a media plan in Advertising Sales Management (ASM), using Marketing Cloud Intelligence is the appropriate choice. Marketing Cloud Intelligence (formerly known as Datorama) provides comprehensive analytics and insights capabilities, enabling users to visualize and analyze data effectively. Through its integration with ASM, consultants can leverage these analytical insights to make informed decisions about media placements, optimizing ad sales strategies and improving campaign performance. Reference: https://www.salesforce.com/products/marketing-cloud/intelligence/