Salesforce-Sales-Foundations Practice Test

Salesforce Spring 25 Release
126 Questions

Which first step should a sales representative take to gain insight on potential customers?

A. Conduct stakeholder interviews.

B. Analyze data about customers.

C. Create customer success plans.

B.   Analyze data about customers.

Explanation: Analyzing data about customers is the first step that a sales rep should take to gain insight on potential customers. Data analysis is the process of collecting, processing, and interpreting information about customers using various sources and methods, such as CRM systems, web analytics, social media, surveys, etc. Data analysis helps to understand customers’ demographics, behaviors, preferences, needs, etc., as well as to segment them into groups based on their similarities or differences.

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