MBSA Quiz Answers

Here are some expanded answers to the quick quiz questions. Don’t forget to take a look at how you’re doing on the leaderboard at the bottom of the page.

QUESTION 1 ANSWER

What are the main functions of Salesforce?

• Salesforce is used for online lead assignment for managers and customer maintenance and profiling for everyone ✅
• Salesforce is used for online lead assignment for managers only
• Salesforce is mainly for budgeting purposes
• Salesforce is mainly for paying out commissions and incentives

Sales Managers can create opportunity lists to find Test Drive and Online (MPC BDC) leads as well as preowned leads. There are however also a number of task management and customer profiling opportunities which means that every salesperson should have access and use the other functionalities of Salesforce.

QUESTION 2 ANSWER

Where do you search for a customer on Salesforce?

• The search bar at the top of the Salesforce page allows you to input anything from a customer name, telephone and even ID Number or Email ✅
• The search bar at the top of the page but you can only insert a name and surname
• In the ‘help’ tab
• All of the above

The search bar at the top of the screen will allow you to input customer names, telephones and even ID or Emails and find all corresponding customer(s) with this detail.

QUESTION 3 ANSWER

If a customer walks into the dealer floor, how do you capture the lead?

• Search for the customer on STS, check if an existing open lead and process (or else create a new lead) ✅
• Search for the customer on STS, and create a new lead.
• Always create a new lead
• Capturing leads is optional

For walk-ins, SE’s can search for the customer with the name/surname and either a cell phone or an email address. Instead of just creating a new lead check that there is not an existing lead against your name from our online sources. Then process/quote on the online lead first. You do not need to create a new lead for every quote.

QUESTION 4 ANSWER

Is there reporting available for you on Salesforce?

• Yes, real time reports ✅
• Yes but they lag behind with one day
• No reports are available
• Only certain users can get reports if they request them

A full set of reports is available for your group and sales managers and executives can even clone existing reports for their own use. Reports are in real time.

QUESTION 5 ANSWER

For online test drive leads, it is important to assign them. What does a sales manager have to do?

• The sales manager must create an opportunity list on salesforce and ensure that the Sales consultant field is filled in. Sales Executives can find this lead on STS. Sales Managers need to ensure that their staff know this process ✅
• Sales Managers do not need any action here.
• Sales Managers must assign the lead if not assign to a sales consultant. Sales consultants can find the lead on STS by themselves
• Sales Managers must create a test drive list on STS

Sales Managers must ensure that they have an opportunity list setup for Test Drives and make sure that every Sales Consultant name is filled in against the dealership on the lead. Sales Executives must be made aware to process these leads and create a duplicate lead.