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In an organization, Anita is the Channel Account Manager, Bob is the Partner Sales Manager, Chris is the Service Representative, Danielle is the Partner Sales Representative, and Edward is the Channel Sales Manager. Once a lead is converted into an opportunity, who will become the owner of the opportunity?
In Oracle CX Sales, the 'Partner Sales Representative' (E), Danielle, becomes the opportunity owner after converting a lead, as they manage the sales cycle post-conversion in the channel process. 'Edward' (A), Channel Sales Manager, and 'Anita' (B), Channel Account Manager, oversee strategy and assignments, not ownership. 'Chris' (C), Service Representative, is unrelated. 'Bob' (D), Partner Sales Manager, supervises but doesn't own opportunities. The answer (Ans: 5) reflects Oracle's ownership rules.
Charles is the Sales Representative for key account Ajax Inc. Carole is the Sales Manager, Catherine is the Sales Director, Carlos is the Marketing Director, and Clarice is the Marketing Vice President. Which two people are primarily responsible for analyzing customer onboarding calls?
Analyzing customer onboarding calls falls to sales roles directly involved with the account. 'Charles' (A), the Sales Representative, handles day-to-day interactions and gathers insights from calls. 'Carole' (C), the Sales Manager, oversees the process and ensures alignment with sales goals. 'Catherine' (D), 'Carlos' (E), and 'Clarice' (B) are higher-level or marketing roles, less involved in operational analysis. The corrected answer (Ans: 1, 3) fits Oracle's sales team responsibilities.
Opportunities can be categorized based on different product groups, service lines, geographies, industries, and more. What is the term for this categorization?
In Oracle CX Sales, categorizing opportunities by attributes like product groups or geographies is called 'Opportunity Grouping' (E), a term for segmentation analysis. 'Sales Group' (A) refers to teams. 'Sales Pipeline' (B) tracks progress, not categories. 'Revenue Collection' (C) is unrelated. 'Sales Forecast' (D) predicts revenue, not categorization. The answer (Ans: 5) matches Oracle's terminology.
To which sales channel are opportunities assigned after being converted from leads?
In Oracle CX Sales, when leads are converted to opportunities, the sales channel reflects the context of the lead source. The corrected term 'Partner' (C) replaces the typo 'Parthes' from the original document. Opportunities from leads in a channel context (e.g., Vendor Lead to Channel Opportunity process) are typically assigned to the 'Partner' channel, as partners manage these opportunities post-conversion. 'Indirect' (A) and 'Direct' (B) refer to broader sales strategies, while 'Associate' (D) isn't a standard channel term. Answer (RDS: 3) aligns with channel processes.
Which three are used for creating leads in the CX Sales application?
Oracle CX Sales supports multiple lead creation methods. 'A Sales Administrator can use the Import Management process' (B) allows bulk lead imports. 'Integration with a marketing application like Oracle Eloqua' (C) automates lead capture from campaigns. 'A salesperson can manually create new leads in the UI' (D) enables direct entry. 'A built-in lead generation process tool' (A) is vague and not a standard Oracle CX Sales feature; lead generation typically ties to marketing tools or manual actions. The answer (Ans: 2-3-4) reflects Oracle's lead creation options.
