Salesforce Utilization for Sales Leaders: Identify and Improve Your Adoption Rate

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Salesforce Utilization for Sales Leaders: Identify and Improve Your Adoption Rate

1
1. We regularly export Salesforce data and edit in excel instead of directly in the system:* This field is required.
Always
Frequently
Sometimes
Hardly Ever
Never
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Always
Row 0, Column 0
Frequently
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Sometimes
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Hardly Ever
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Never
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2
2. I know how often my users are logging in and I know which users are not logging in:* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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3
3. My sales reps have one primary List View of accounts. It is a clean list, showing only the accounts they are responsible for and has no duplicates?* This field is required.A list view is a list on the Account tab that shows a list of accounts based on predefined filters.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
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Neither Agree nor Disagree
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Agree
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Strongly Agree
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4
4. My sales reps know the specific criteria for when to create and close an opportunity? (For example, create an opportunity after the first meeting, close when no response after 3 months)* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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5
5. I open and review Salesforce reports and dashboards during internal sales meetings.* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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6
6. My sales reps value using Salesforce for their sales process, especially my top sales reps?* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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7
7. If I get a list of all invoiced clients for the last 90 days, every client will be in Salesforce as an account with an opportunity or contract:* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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8
8. If a sales rep asks me how to do something in Salesforce, I can open Salesforce and show them exactly what they need to do?* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
Row 0, Column 2
Agree
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Strongly Agree
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9
9. I build my own reports in Salesforce?* This field is required.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Neither Agree nor Disagree
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Agree
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Strongly Agree
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10
10. My sales reps accurately and consistently update Salesforce after customer interactions?* This field is required.
Strongly Disagree
Disagree
Mildly Disagree
Neither Agree nor Disagree
Mildly Agree
Agree
Strongly Agree
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Strongly Disagree
Row 0, Column 0
Disagree
Row 0, Column 1
Mildly Disagree
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Neither Agree nor Disagree
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Mildly Agree
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Agree
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Strongly Agree
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11
11. How important is accurate and complete data to your role?* This field is required.
Extremely Unimportant
Unimportant
Mildly Unimportant
Neither
Mildly Important
Important
Extremely Important
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Extremely Unimportant
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Unimportant
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Mildly Unimportant
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Neither
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Mildly Important
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Important
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Extremely Important
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12
12. How accurate would you say your sales data is?* This field is required.
Extremely Inaccurate
Inaccurate
Mildly Inaccurate
Neutral
Mildly Accurate
Accurate
Extremely Accurate
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Extremely Inaccurate
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Inaccurate
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Mildly Inaccurate
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Neutral
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Mildly Accurate
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Accurate
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Extremely Accurate
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13
Name* This field is required.Where can I send your personalized score and assessment results?
First Name
Last Name
14
Email* This field is required.
example@example.com
15
Calculation
Should be Empty:

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