This Salesforce for BDRs test evaluates a candidate’s ability to use Salesforce effectively as part of a Sales team. This screening test will help you hire BDRs who can leverage Salesforce to manage their workload and contribute to sales team goals.
Using Salesforce to maximize productivity
Prospecting and territory management
Data accuracy and error resolution
Reporting and analytics
Business development representatives, sales development representatives, and other roles requiring a strong grasp of Salesforce in a business development context.
Hiring candidates with strong Salesforce skills ensures a faster ramp-up period, streamlined lead management, efficient sales cycles, and more accurate visibility into what is working and not working on the sales team.
This Salesforce for BDRs test evaluates candidates’ ability to navigate Salesforce, use it effectively to manage their prospecting workload, collaborate with the sales team, and troubleshoot when necessary.
Topics covered include understanding Leads, Contacts, Accounts, and Activities, filtering records via list views, running reports, monitoring dashboards, and best practices when troubleshooting and submitting support tickets.
This screening test will help you identify BDR/SDR candidates who can use Salesforce effectively and understand the importance of using the system as part of the sales team.
Candidates who do well on this test will be able to maximize their productivity by efficiently navigating Salesforce, understanding how to use the system for prospecting and territory management, running reports and monitoring dashboards, and overcoming basic errors when necessary.
Ashley is a seasoned Salesforce expert with a strong focus on process optimization and system customization. Her experience includes leading Salesforce migrations, designing user-centric interfaces, and revitalizing data reporting processes to enhance operations.
With Salesforce certifications - Administrator, Business Analyst, Platform App Builder, and User Experience Designer - Ashley excels in aligning technical solutions with business goals, combining technical expertise with a strategic mindset.
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