最近の経営会議で、営業担当副社長は現在の経済環境に対する懸念を表明しました。マーケティング活動の効果をよりよく理解するために、副社長は今後、解約を監視して削減する必要があると述べました。
VP の懸念に対処するためにコンサルタントはどの戦略を推奨すべきでしょうか?
正解:C
Historical Trending reports in Salesforce allow users to analyze changes in key data points over time, making them an excellent tool for monitoring and understanding churn. By using a Historical Trending report, Cloud Kicks can track fluctuations in opportunity stages, account statuses, and other relevant metrics. This enables the VP of sales to gauge the effectiveness of marketing efforts, identify patterns, and take proactive measures to reduce churn.
A year-over-year sales report and an average stage duration report provide valuable insights, but they do not offer the same level of detailed, time-based analysis that a Historical Trending report can offer for tracking churn.
Salesforce Documentation References:
* Analyze Historical Trends in Salesforce
* Historical Trending Overview