The sales manager in a company conducts product demos for customers frequently as part of lead
management. As part of his activity, the sales manager has two coordinate with different
departments in the company through emails to conduct the product demos effectively.
Coordination with other departments by emails is a time-consuming activity and requires multiple
follow ups.
Choose the correct solution to automate these coordination activities.
A.
UseAssessmentTemplates.
B.
UseSalesMethods.
C.
UseTaskTemplates.
D.
UseResourcesGroups.
E.
UseAssessmentTemplates andTaskTemplate.
Explanation:
* Task Template
A task template is an instruction to generate a group of related activities. You
can associate task templates with an assessment template in order to recommend
tasks that should be performed after an assessment has been done for a business
object. When you associate task templates with an assessment template, you
can indicate a score range for each task template, and based on the total score
of any assessment that uses your template, one or more task templates will
be recommended as follow-up activities. In order for a task template to be
available to associate with an assessment template, it must be assigned to the
same business object type as that assigned to the assessment template, and it
must have a subtype of Assessment. Ensure that you have set up task templates
correctly before attempting to associate them to assessment templates.
* Assessment template
Define Lead Assessments Templates
Assessment templates can be defined with assessment questions representing
industry best practices, sales methodologies, or a combination of both. As
you enter the different responses to the questions, an assessment progress bar
provides immediate rating and feedback based on the assessment definition. Youcan also use assessment templates to standardize lead follow-up procedures.
Lead Assessment Templates enable consistent and predictable assessment for all
leads in the business unit.
Note:
Lead Assessment
The salesperson must evaluate the quality of information they have received for
the lead. They determine if the details are sufficient to reach out to the customer
and assess whether a lead is worth pursuing with the help of preconfigured
assessment templates. Assessment templates can further qualify the lead by:
• Reviewing the content shared with the customer during a campaign
• Framing the lead in the context of the campaign
• Ensuring the salesperson understands the information that has already
been sent to the customer
Reference; Oracle Fusion Applications Sales Guide, 11g, Associated Task Templates