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PDX-101 Essentials of Pardot Lightning App for Digital Marketers

Exam Details for PDX-101 Essentials of Pardot Lightning App for Digital Marketers:

Number of Questions: The test consists of approximately 60 multiple-choice and multiple-select questions.

Time Limit: The total time allocated for the test is 90 minutes (1 hour and 30 minutes).

Passing Score: To pass the exam, you must achieve a minimum score of 67%.

Exam Format: The test is conducted online and is proctored. You will be required to answer the questions within the allocated time frame.

Course Outline:

1. Pardot Basics:
- Understand the role of Pardot in digital marketing
- Familiarize with key Pardot terminology and concepts
- Learn about the features and benefits of Pardot for digital marketers

2. Lead Generation and Management:
- Set up and configure Pardot for lead generation
- Create and manage landing pages and forms
- Implement lead scoring and grading strategies

3. Email Marketing and Automation:
- Create and send targeted email campaigns
- Personalize email content and templates
- Automate email marketing workflows and nurturing programs

4. Engagement Studio:
- Build and manage Engagement Studio programs
- Define program steps and automation rules
- Monitor and analyze program performance

5. Marketing and Sales Alignment:
- Understand Pardot's integration with Salesforce CRM
- Establish lead synchronization and data sharing between Pardot and Salesforce
- Collaborate with sales teams using Pardot-Salesforce integration features

6. Reporting and Analytics:
- Generate and interpret Pardot reports and dashboards
- Track and measure campaign performance and ROI
- Utilize Pardot's analytics features for data-driven decision making

Exam Objectives:

1. Understand the fundamentals and terminology of Pardot for digital marketers.
2. Configure and manage lead generation processes in Pardot.
3. Create and execute email marketing campaigns and automation workflows.
4. Build and optimize Engagement Studio programs.
5. Establish marketing and sales alignment through Pardot-Salesforce integration.
6. Analyze and interpret Pardot reports and analytics for campaign performance.
7. Utilize Pardot features to track and measure ROI.

Exam Syllabus:

The test syllabus covers the following topics:

1. Pardot Basics
- Pardot role in digital marketing
- Pardot terminology and concepts
- Pardot features and benefits for digital marketers

2. Lead Generation and Management
- Pardot setup and configuration for lead generation
- Landing pages and forms creation and management
- Lead scoring and grading strategies

3. Email Marketing and Automation
- Targeted email campaigns creation and sending
- Email content personalization and templates
- Email marketing workflows and nurturing programs automation

4. Engagement Studio
- Engagement Studio programs building and management
- Program steps and automation rules definition
- Program performance monitoring and analysis

5. Marketing and Sales Alignment
- Pardot-Salesforce CRM integration
- Lead synchronization and data sharing between Pardot and Salesforce
- Collaboration with sales teams using Pardot-Salesforce integration features

6. Reporting and Analytics
- Pardot reports and dashboards generation and interpretation
- Campaign performance tracking and measurement
- Pardot analytics features utilization for data-driven decision making
Essentials of Pardot Lightning App for Digital Marketers
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Essentials of Pardot Lightning App for Digital Marketers
Question: 68
By default, which two objects does Pardot write to in Salesforce? Choose 2 answers
A . Case records
B . Opportunity records
C . Contact records
D . Lead records
E . Account records
Answer: C, D
Question: 69
A Pardot administrator wants to export a .csv of prospects that purchased a certain product within the last year. The
product is captured in a Product Name field on the prospect record. The company’s product will soon be changing
names, therefore they need a one-time export of all prospects that have this specific product currently listed in the
Product Name field.
What is the recommended way to identify these prospects to export to .csv?
A . Create an automation rule based on product Name.
B . Create a completion action based on Product Name.
C . Create a dynamic list based on Product Name.
D . Create a segmentation rule based on Product Name.
Answer: A
Question: 70
A new automation rule is created.
What action is required for prospects to begin matching that automation rule?
A . Resume the rule after saving
B . Sava the rule without any additional action
C . Schedule the rule to run before saving it
D . Preview the rule before saving it
Answer: D
Question: 71
Which two prospect activities trigger a sync from Pardot to Salesforce? Choose 2 answers
A . Submitting a form
B . Opening an email
C . Clicking a custom redirect
D . Unsubscribing from email
Answer: A, B
Question: 72
What information can you access on the Prospect List?
A . Prospect’s Name
B . Prospect’s Email Address
C . Prospect’s Title
D . Prospect’s Company
E . Prospect’s Grade
F . Prospect’s Score
G . Date of when prospect converted from a visitor
H . Date of prospect’s last activity
Answer: A, D, E, F, H
Question: 73
A marketing user wants to send an email template to a prospect list, but the specific email template Isn’t available to
choose when sanding a new list email.
How should the user resolve this Issue?
A . Edit the list to be available for "Email Sanding"
B . Edit the email template to make it available for "List Emails"
C . Edit the list to be available for "Email Templates"
D . Edit the email template and choose the appropriate list
Answer: B
Question: 74
Which list email report metric represents the total number of emails minus hard and soft bounces?
A . Total Opt Outs
B . Total Sent
C . Total Queued
D . Total Delivered
Answer: D
Question: 75
A client submits their Pardot form to test the form’s completion actions. After they submit the form, none of the
completion actions are applied to their prospect record.
What explanation do you deliver as to why the actions did not occur?
A . The client has a visitor filter set up to filter activities from their IP address. Completion actions do not occur on
filtered visitors.
B . The ’email’ form field was set up to exclude free email addresses, so even though they submitted the form
successfully, the Gmail address they used prevented the completion actions from running.
C . The client did not un-pause the completion actions.
D . Kiosk mode was enabled on the form, so completion actions did not run.
Answer: A
Question: 76
What step type would be used in engagement studio to add prospects to another engagement studio program’s recipient
A . Rule
B . End
C . Trigger
D . Action
Answer: D
Question: 77
In Salesforce, Contacts are deleted if an Opportunity hasn’t been closed in 180 days. As a result, the corresponding
prospects are marked as[[crm_deleted]] in Pardot. If the Request a Demo form is completed after that 180 day period,
the prospect should be recreated as a Lead.
What automation tool should be used to solve this need?
A . Engagement studio
B . Segmentation rule
C . Automation rule
D . Dynamic list
Answer: A
Question: 78
What does the gear icon on the prospect list allow you to do?
A . Copy
B . Assign
C . Delete
D . Edit
Answer: B, C, D
Question: 79
A visitor clicks on a custom redirect with an action of adding a tag. The visitor them fills out a form and becomes a
prospect. The form has a completion action to add the prospect to a list.
Which three things will happen to the prospect? (Choose three answers.)
A . The prospect activities will show that the form was successfully completed.
B . The prospect will be added to the list.
C . The prospect activities will show that the custom redirect was clicked.
D . The prospect will be tagged.
E . The newly converted prospect will NOT be affected because it was their first submission.
Answer: A,B,D
Question: 80
Lenoxsoft is interested in folding up with IT professional that are actively engine with their marking materials.
A . The Grade as it includes personal information about the prospect.
B . The Profile as It reflects LenoxSoft’s ideal customer.
C . The Campaign as it references the prospect’s first touch point.
D . The Score as it shows activities taken by the prospect.
Answer: D
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Salesforce Essentials practice questions - BingNews Search results Salesforce Essentials practice questions - BingNews Salesforce CRM Review

Editors Score:9.5/10

Salesforce is a highly customizable and powerful CRM platform with a suite of products that can connect your marketing, sales, commerce, service and IT teams with the data they need to better serve your customers.

  • An expansive range of available CRM products means that Salesforce can grow with your company.
  • Salesforce acts as a single source of customer data for everyone in your company to Boost customer experiences and outcomes.
  • Salesforce has a targeted set of CRM products engineered for small businesses.
  • Larger businesses may have to pay additional fees to use Salesforce integrations effectively.
  • Most Salesforce plans require an annual commitment.
  • It could be difficult to get immediate technical assistance during nonbusiness hours.
  • Salesforce helps teams across departments stay organized with a central source of data to serve customers better.
  • Salesforce has a wide range of CRM products, features and tools designed to help small businesses sell smarter and grow.
  • Salesforce includes AI-powered tools with effective algorithms to help you serve the best deals to the right customers at the perfect time.
  • This review is for small business owners who are interested in implementing Salesforce as their CRM. 

Salesforce is among the earliest and best-known cloud-based customer relationship management (CRM) platforms. The software service provider has an expansive collection of CRM products for sales, service, marketing, commerce, sustainability, safety and experiences. In addition to its variety of need-based software solutions, Salesforce offers custom packages for businesses of every size to connect marketing, sales, commerce, service and IT teams with a unified solution for every phase of their customers’ journeys. 

In our review, we focused on what Salesforce has defined as its Small Business Solutions: the Starter, Sales Professional, Service Professional and Marketing Cloud Account Engagement editions. Our Professional edition demo account was built for a sales team at a small business with fewer than 20 employees who need user accounts.

Salesforce CRM Editor's Rating:

9.5 / 10

Why We Chose Salesforce as the Best CRM for Small Businesses

Salesforce is among the industry leaders in cloud-based CRM solutions and has the widest variety of plans and features we’ve reviewed. Unlike the other industry giants, Salesforce gears many of its product offerings and its pricing toward small businesses that want to start with a simple and effective all-in-one sales and customer service tool. Salesforce learns and grows with your business, thanks to intelligent tools that Boost with each customer interaction. As a centralized source of data, Salesforce makes it easier to understand how to allocate marketing efforts and tailor messages for different customer segments with helpful AI-powered recommendations from Einstein and complete AI-generated content with Einstein GPT. With easy-to-use automations, timesaving macros, AI-powered insights and detailed customer information, business owners and small sales teams can eliminate repetitive manual tasks. Instead, they can focus their energy on delivering personalized service and deals at the perfect times in their customers’ journeys.

Salesforce keeps records of every customer interaction and communication, which any registered user in your company can access from any device. Source: Salesforce


Despite its potential complexity and advanced feature set, Salesforce is far from a difficult product to set up and use in a small business setting, even for first-time CRM account owners. However, if usability is your top priority, you may want to consider another CRM, such as Keap or Sales CRM, two of the top choices for ease of use (learn more in our Keap review and Sales CRM review). Once you’ve gone through the brief setup process to import your contacts and build your sales workflows, you can begin collecting new leads and making more sales with live in-product help to assist with any minor issues.

Even with Salesforce Starter (formerly Essentials), the company’s entry-level edition, automated tools will log sales activities like emails and calendar entries with the AI-powered tool named Einstein. With all of your customer data stored in one location, it’s easy to develop effective sales strategies and keep track of every step of your customers’ journeys. On the support side, you can help your customers resolve common issues by publishing a searchable knowledge center from a readymade template.

As your small business grows, you can easily add features from the AppExchange or upgrade to a better-featured plan to suit the evolving needs of your customers and employees. All of your CRM features are available through the mobile CRM apps, letting you and your team work effectively from anywhere. [Read related article: 12 Features to Look for in a CRM Solution]

You can see and manage your entire sales process, from new leads to close, through any internet-connected device. Source: Salesforce

Salesforce CRM Features

You would be hard-pressed to find a popular CRM feature that’s not available with Salesforce in a standard edition or as an existing add-on. Even with the entry-level Starter plan, you’ll have access to AI-powered features and automations with Einstein Activity Capture. 

You can select a sellable item from your Salesforce catalog, set your segmented contacts and let Einstein dive into the data to make the best offers to the right prospects at the perfect time for a sale. Source: Salesforce

These sorts of tools are typically reserved for more expensive, higher-tier plans with other service providers. All Salesforce plans include features for data syncing, sales tracking, customer service, mobile access, custom reporting, integrations and everything else you need to manage customer sales and support. We’ve highlighted a few of the features that are most effective for small business owners.

Sales forecasting

Stay ahead of annual budgets and quarterly goals with real-time sales forecasting.

Lead management

Go from lead to close with automated processes and intelligent deals.

Social intelligence

Get insights into relevant and trending social engagement for your account.

Einstein GPT

Auto-generate sales tasks, generate personalized content and deliver AI-powered customer insights.

Sales Forecasting

Salesforce provides an accurate and up-to-date view of your entire business pipeline. You can motivate your sales reps to exceed their targets with up-to-the-minute leaderboards to encourage friendly competition. You can easily identify areas where your business is struggling through an objective, data-driven point of view to make necessary adjustments and stay on track with your revenue goals. The software builds forecasts with a set of weighted variables that can include the owner, time, forecast categories, product family and territory. According to Salesforce, sales leaders can usually expect to see accuracy within 10 percent of their forecasted data.

As a sales manager, you can see your team’s progress with quarterly and monthly goals, and dive into any piece of data for great insight. Source: Salesforce

Lead Management

You can use landing pages and email to automatically add new leads and route them to the appropriate sales representative. Your reps will automatically have all the information they need to follow up with one click to email from a personalized template or make a call with the built-in dialer. You can customize your lead’s information pages to highlight the details that matter to your business and guide your reps on what they should focus on and accomplish next. You can automate many manual tasks and set up complex macros to handle multiple time-consuming actions quickly in a single click. With key information and helpful automations, your reps can spend more time selling and less time learning about their customers.

You can manually filter leads to determine the strongest opportunities. Source: Salesforce

Social Intelligence

Available as an add-on for $25 per month, the unique Social Intelligence feature helps business owners and managers harness engagement across social media networks to make better sales decisions. This social listening tool uses natural language processing to gain an understanding of trending news and business events for your accounts, competitors and industry. You can use this tool to identify new leads, set reminders to reach out to a contact, search for account names, and use keywords to surface business events and key conversations to reach your customers where they congregate online.

Einstein GPT

New for 2023, Einstein GPT is the next generation of Salesforce’s “Einstein” AI technology that’s delivered more than 200 billion daily AI-powered predictions across the company’s Customer 360 platform. As the name implies, Einstein GPT combines Salesforce’s proprietary AI models with ChatGPT to trigger time-saving automations and create personalized AI-generated content. Sales teams can use this tool to compose emails and schedule meetings. Service teams can use it to generate personalized chat replies and collect relevant information from existing case notes. Marketing teams can use it to engage customers and prospects through multiple communication channels. With Slack integration, anyone at your company can benefit from AI-powered conversation summaries and writing assistance to quickly draft coherent messages and texts. 

Save valuable time directing your CRM to create lead-generation pages, add sign-up forms, get insights on new accounts and send customers detailed answers to complex questions. Source: Salesforce

Salesforce CRM Pricing

The Salesforce Small Business CRM has four plans with three distinct tiers. The entry-level Starter edition, which has a limit of 10 user accounts, includes everything you’ll need from a CRM to run your business efficiently from one cloud-based platform. For the middle-tier Professional option, you can choose between the Sales Professional and the Service Professional, based on how you interact with your customers. Rather than a per-seat price, the upper-tier Marketing Cloud Account Engagement is priced by the number of contacts you manage and includes support for 10,000 contacts.

Salesforce bases the pricing for some of its plans on the number of users, while others are priced by the number of customer contacts.

You can purchase add-ons for new features or extended capabilities for sales, service, marketing, commerce, analytics and more. Most plans require an annual payment plan.


Starting price (per user per month)




Lead management, duplicate blocking, web-to-lead capture, mass email, custom sales processes, mobile apps, offline functionality, custom dashboards, custom reports, file sharing, case management, 5 automation workflows per organization

Sales Professional


Everything in Starter, plus custom sales console app, collaborative forecasts, forecasting app, contracts, orders, quotes, unlimited custom apps, custom roles, developer sandbox

Service Professional


Everything in Starter, plus service contracts, entitlements, case milestone tracker, service orders, advanced case management, work order management, product tracking, custom profiles, unlimited custom apps, developer sandbox

Marketing Cloud Account Engagement


Up to 10,000 contacts, email marketing, drag-and-drop content creation, Sales Cloud integration, subscriber profiles, segmentation, event-triggered communications, automated workflows, basic reporting, A/B testing, personalized communications


The difficulty of setting up Salesforce is largely dependent on the product you select, size of your team, number of contacts and complexity of your CRM workflows. However, for a small business setting up a Starter plan, Salesforce is considered fast and easy. The self-help resources include more than 350 YouTube videos, more than 120 webinars and a large collection of on-demand expert coaching videos to help you with everything from importing your contacts to building out automated sales processes. During the setup process, Salesforce provides to-do lists and recommended steps to help you connect to your email, set up your sales processes, customize fields, import data, and start collecting and nurturing leads.

Small businesses and anyone new to CRM features should have an easy time getting their Salesforce account up and running.

Customer Service

Salesforce’s customer service is available 24/7 by phone, email and chat, but finding the help you need may take some time. Salesforce prefers customers to request a support call via online form to initiate a technical support case. (This is similar to what we saw in our review of Oracle NetSuite CRM.) While this practice helps ensure the correct person is available to resolve your issue, the waiting period may be frustrating if your sales or support activities are affected and you need an immediate resolution.

When we called for technical support outside of normal business hours, we were informed that Salesforce was experiencing high call volume and were encouraged to seek a solution on our own at


Integrations on the Starter plan are limited to DocuSign, Dropbox, HelloSign, CodeScience, ActiveCampaign and Zapier. While Zapier alone can cover many of the must-have CRM integrations, you’ll have to pay extra for a plan that offers more than 100 automated tasks per month.

The majority of Salesforce’s products require an annual subscription. Most CRM providers offer annual and monthly payment options for most of their plans. (See examples in our Zoho CRM review.)


Our editorial team and contributing writers considered all of the major CRM software providers in 2024 for review. After performing our initial research into each platform, we selected 13 of the leading CRM solutions available today for small businesses, including Salesforce, Sales CRM, Freshsales, Zoho, Oracle NetSuite, HubSpot, Pipedrive and Zendesk. After spending many hours participating in live product demos and testing each platform, we identified the best use case for each of the 13 providers to help small businesses owners and managers choose the best CRM for their needs. We’ve also taken a deeper dive with nine of our top performers, providing greater insight into the features and tools that separate these CRM solutions from the rest of the competition. Salesforce meets the needs of small businesses and teams with easy-to-use features to manage leads, stay on top of sales goals and automatically identify insights into the social trends that are relevant to your company. The platform’s features are expansive, ensuring you’ll always have access to the CRM tools you need as your business evolves.

Salesforce CRM FAQ

No, Salesforce does not currently offer a free version of its CRM software. However, it does offer a free 14-day or 30-day trial for most products so you can test them rigorously. The lowest-priced plan offered by Salesforce, Starter, costs $25 per user per month when billed annually and includes a 14-day free trial.

Yes. In fact, Salesforce was one of the early cloud-based software service providers. Its cloud-based software solutions cover CRM, sales, enterprise resource planning, marketing automation and analytics.

According to the customer success stories on Salesforce’s website, many global companies use the cloud-based service for sales, marketing, communications and more. Those companies include IBM, Mercedes-Benz, NBCUniversal, Herman Miller, RBC, Morgan Stanley, PayPal, AT&T, 3M, ADP, Adidas, AWS, American Express, American Red Cross and Asana.

Overall Value

We recommend Salesforce CRM for …

  • New businesses looking for their first CRM platform.
  • Small businesses shopping for a basic all-in-one sales and support platform.
  • Scaling businesses expecting steady growth and looking for a flexible CRM to meet their evolving needs.

We don’t recommend Salesforce CRM for …

  • Businesses in niche industries that don’t segment their audience.
  • Businesses seeking an equal mix of sales and customer service from their CRM.
  • Enterprise-level businesses that want a lot of customizable features and tools.
Tue, 02 Jan 2024 09:59:00 -0600 en text/html
Practice Test

The questions that follow are designed to make prospective students aware of the mathematics background required for those intending to take courses that are designated as Quantitative/Analytical (Q courses). The genuine test will cover the same concepts as this practice questions does, but the questions will be different. For more information about the expectations, read Q Assessment Topics.

If you do not achieve a passing score on the genuine test, you will be required to enroll in and pass the course FAN X99: Foundations of Analytical and Quantitative Reasoning prior to taking any Q courses at SFU.

You should be aware of the following conditions when you attempt this practice test:

  1. The passing score on the Q Placement Test is 20 correct answers out of the 30 questions. The practice questions does not keep track of your success rate - you will have to keep track of it yourself.
  2. You may take as much time as you like to complete the practice test. However, the genuine test will be timed: you will have 1.5 hour for completion of the test.
  3. On the practice test, you will be allowed multiple attempts at each question. On the genuine test, you will be allowed to attempt each question only once.
  4. You may take the practice questions as many times as you wish. However, you will be allowed to take the genuine test only once.
  5. You will have to write the genuine test in person at the SFU Burnaby campus, and you will have to book a specific time to take it. You will not be permitted to bring any electronic devices to the test, but the software you will be using will allow you to use a basic four-function calculator if you wish to do so.
Thu, 21 Apr 2022 09:31:00 -0500 en text/html
Can Salesforce Stay on Top of CRM Providers in 2024?

Salesforce continues to dominate tech headlines and investment forums in 2024. The company has garnered much attention thanks to improved features and an increased stock price, but layoffs and leadership transitions are also part of the chatter surrounding the organization. Internal and external changes could pave the way for rivals like Microsoft and Oracle to claim more market share.

As our review of the Salesforce CRM makes clear, the vendor produces one of the best CRM platforms around. But that doesn’t mean businesses shouldn’t study Salesforce’s competitors. Another offering could better suit your needs, especially when you consider some of Salesforce’s downsides.

Editor’s note: Looking for the right CRM software for your business? Fill out the questionnaire below to have our vendor partners contact you about your needs.

Why you should consider Salesforce alternatives

The customer relationship management (CRM) space is full of large and midsize companies vying for the attention of businesses like yours. While only a few CRMs out there are real competition for Salesforce and its global scale, small business clients have a wide variety of vendors to consider.

Salesforce is the most prominent name on the market, with a vast array of features and integrations at reasonable pricing, but those positives may become negatives when viewed from a small business point of view. For example, too many choices can create analysis paralysis; with a plethora of features to choose from when choosing their Salesforce package, small business owners may become overwhelmed or distracted from their core business needs. Plus, many of the company’s integrations and features can be irrelevant and costly bells and whistles for some smaller businesses that can get by with basic functionality. You should also keep in mind that bigger doesn’t always mean better when it comes to customer service. Salesforce, despite being the global CRM leader, has gained a reputation for limited customer support within small business circles.

Fortunately, all it takes is a little research to discover which Salesforce alternatives may be more ideal for your business. We’ve gotten the process started for you by rounding up some of Salesforce’s top competitors below.

Salesforce is the market leader in the CRM space, but small businesses may want to look elsewhere for a vendor that delivers quick customer service and provides the level of individual attention smaller companies need.

Top Salesforce competitors

Could one of Salesforce’s top competitors be a better solution for your small business? We recommend considering these vendors.


One of the things we love most about Keap is its ease of use. This CRM platform is super customizable to your business’s unique needs and makes automation simple to set up. You can add over 2,500 software integrations and sales and CRM marketing tools to expand its functionality. However, Keap’s contact-based pricing model means costs will increase for businesses with more than 10,000 contact names (contacts could include all of your current and past customers, as well as customer leads). This may not be a significant drawback, however, for very small businesses with limited client lists:

  • Why it stands out: Keap’s CRM platform stores all customer activity in a centralized space. Your business’s customer interactions are added automatically. The user dashboard makes it easy for you and your team to text, email, book appointments, process purchases and add invoices from the same screen. 
  • Pricing: The Pro plan starts at $139 per month for two users. The Max plan starts at $199 per month for three users. The company also offers a 14-day free trial.

Find out more in our detailed Keap review.

Zoho CRM

Zoho CRM is designed to increase leads, accelerate sales and accurately measure performance with ease and efficiency. Zia, the system’s artificial intelligence (AI)-powered assistant, predicts leads and deals, identifies potential customers for conversion and helps sales teams focus their efforts with user-friendly guidance. Note that only Enterprise subscribers have access to these AI-powered tools:

  • Why it stands out: This vendor particularly excels at serving remote and hybrid teams. Real-time notifications of customer interactions can reach your sales team in any location, easy-to-use automation saves time on repetitive tasks and the flexible dashboard makes it convenient to stay in touch with your entire sales team from anywhere.
  • Pricing: Zoho offers four plans — Standard, Professional, Enterprise and Ultimate. Pricing starts at $14 per user, per month, for the Standard package and tops out at $52 per user, per month, for the Ultimate option. We particularly like that the Enterprise tier gets you a customer journey command center, a Canvas visual CRM view, a mobile software development kit and multiuser portals. 

See our in-depth Zoho CRM review for a breakdown of each pricing tier.


Zendesk works incredibly well for businesses with complex customer profiles and industries with long-term customer relationships. It is especially well-suited for managing post-sale business activities, renewals and other customer service tasks. However, the home dashboard isn’t super user-friendly compared to other CRM options on the market. 

  • Why it stands out: You can enjoy a suite of collaboration tools that keep team members engaged and make it easier to work together from various locations. Customer data is aggregated from multiple customer touchpoints into a central database, preventing different departments from duplicating communications or missing context. 
  • Pricing: The monthly subscription price ranges from $19 to $99 per user, with a 30-day free trial option.

Using a CRM model alongside your CRM software can help Boost your company’s sales process while using a CRM for customer service can boost client retention.

Oracle NetSuite CRM

While Oracle is one of the biggest CRM companies in the world — competing alongside leaders like Salesforce, SAP, Microsoft and Adobe for market share — it can also be a powerful tool for small e-commerce businesses. Its Oracle NetSuite product is a truly unified, all-in-one commerce solution for sales, marketing and operations. Just be aware that access to all features and tools requires purchasing Oracle’s enterprise resource planning platform.

  • Why it stands out: The Oracle CRM includes custom integrations with the full suite of Oracle products. It also provides a robust CRM analytics system, highly rated mobile applications and full browser and cloud support.
  • Pricing: Costs are not available online because quotes are generated based on each business’s specific needs.

While pricing isn’t readily available, our full review of the Oracle NetSuite CRM is jam-packed with other must-know information on other aspects of this Salesforce rival.

monday Sales CRM

For businesses with never-ending task lists and complex ventures, the monday Sales CRM from can help streamline project management processes as they relate to sales activities. The vendor’s core work management platform, which is included with the CRM, is designed to run and scale to any workflow. The software’s interfaces are easy to navigate, and the program comes equipped with unlimited boards to organize projects, from dashboards to customer data visualization tools: 

  • Why it stands out: Premade templates make building and implementing time-saving automation super simple. We like that all plans include 24/7 customer support.
  • Pricing: There are four plans available — Free, Basic, Standard and Enterprise (for large-scale operations). The free plan is limited to two users, 5GB of storage and 200+ templates. Basic and Standard are priced from $10 to $14 per user per month when billed annually, while companies interested in the Enterprise option need to get a custom quote. Students and nonprofits may qualify for discounted or free access.

Our review of the monday Sales CRM explains how the free version of the software differs from the tiers you have to pay for.

Other CRM competitors

The vendors we highlighted above are only some of the many other CRM providers small businesses can choose from. Companies like Less Annoying CRM, HubSpot, Insightly and SugarCRM can’t compete with Salesforce in terms of sheer size, but they understand the small and medium-sized business market. Like the other CRM vendors profiled in this article, these companies have built CRM solutions designed to serve small businesses with a more modern sales process that makes buying a software-as-a-solution product more transparent. 

Salesforce has an entry-level option called Salesforce Essentials. This product may be more appealing to small businesses that still want to work with the Salesforce brand but don’t need all of the company’s pricey tools.

The future of Salesforce and its competition

Salesforce is unique in that it acquired a dominant market share by targeting businesses of all sizes at the same time. The company continues to face stiff competition from big dogs like Oracle NetSuite CRM and Microsoft Dynamics as they move out of the enterprise-only market to nab contracts with large and midsize companies. That’s on top of the increasing competition Salesforce faces from CRM companies that focus exclusively on the small business set. 

The strength of the competitive landscape combined with the economic changes hitting the technology sector in 2024 promise to make it an interesting year for Salesforce. The alternatives that focus on serving the unique and evolving needs of small businesses, instead of on company growth and global market dominance, could chip away at Salesforce’s clientele. After all, a global presence and unmatched power don’t automatically make the Salesforce CRM the best option for your business.

Mona Bushnell and Jordan Beier contributed to this article.

Tue, 02 Jan 2024 09:59:00 -0600 en text/html
How to Use practice questions to Study for the LSAT No result found, try new keyword!Likewise, it’s a bad idea to take the LSAT without first training with real practice tests. That said, very few athletes run daily marathons. Instead, they vary their training with shorter ... Tue, 11 Oct 2022 01:36:00 -0500 What do tech vendors have in store for 2024?

Dilok -

Technology developers who serve the accounting profession have planned a bevy of new products, features, capacities, integrations, partnerships, initiatives and other major developments for 2024 that are all aimed at helping practitioners be more efficient and produce more value. We wanted to learn more about the specifics, so we reached out to accounting solution providers of all types and sizes to get a 10,000-foot view of what professionals might expect over the next year. 

Many of the planned developments track the wider trends we observed from the 34 Vendor Spotlights we ran over the course of the year (see previous story), including a broad focus on AI and automation to Boost product functionalities; enhancements to the user experience via things like interface redesigns and workflow efficiencies; a big focus on integrations and partnerships to expand market reach and Boost product functionality; a continual move towards cloud-based platforms aimed at providing real-time data access, enhanced security and remote work capabilities; and more customization or personalization options. 

Though we cannot claim to have a crystal ball, we can see that 2024 will be a year where technology is front and center, used to further enhance the skills and capabilities of professional accountants as it continues on its journey of digital transformation. Below are the answers of dozens of accounting solutions providers to this one simple question: 

What are your accounting technology plans for 2024? This could include new products, new features, new partnerships, new integrations, new initiatives, new R&D, new areas of focus, or even new organizational shifts. The operative word here is "new." What will be new from you, in terms of accounting tech, in 2024? 

Next week, we hear what advice these vendors have for accountants (other than buying their products or services).

Wed, 27 Dec 2023 04:00:00 -0600 en text/html
Calculus Readiness Test Practice Test

The questions that follow are designed to make prospective students aware of the mathematics background required for those intending to take one of the SFU Calculus courses: MATH 150, 151, 154 or 157. The genuine test will cover the same concepts as this practice questions does, but the questions will be different. For more information about the expectations, read Calculus Readiness Test Assessment Topics.

If you do not achieve a passing score on the genuine test, we recommend that you enroll in Math 100 course, Precalculus.

Treat the Practice Calculus Readiness Test as a learning experience: if your answer to a question is incorrect, make sure that you understand the concept the question is related to before attempting the genuine test.

You should be aware of the following conditions when you attempt this practice test:

  1. To be admitted to MATH 151, you must answer at least 24 questions out of the 30 questions correctly (on the genuine test, not the practice test). For the other Calculus courses, the passing score is 20. The practice questions does not keep track of your success rate - you will have to keep track of it yourself.
  2. You may take as much time as you like to complete the practice test. However, the genuine test will be timed: you will have 1.5 hour for completion of the test.
  3. On the practice test, you will be allowed multiple attempts at each question. On the genuine test, you will be allowed to attempt each question only once.
  4. You may take the practice questions as many times as you wish. However, you will be allowed to take the genuine test only once.
  5. You will have to write the genuine test in person at the SFU Burnaby campus, and you will have to book a specific time to take it. You will not be permitted to bring any electronic devices to the test, but the software you will be using will allow you to use a basic four-function calculator if you wish to do so.
Sun, 15 May 2022 08:54:00 -0500 en text/html
The 70 Best Ways to Make Extra Money on the Side in 2024: $500+ No result found, try new keyword!Uber Eats – Make local takeout deliveries in your town with and earn up $25 an hour doing so. Shipt – Drivers can earn up to $22 an hour shopping for and delivering fresh food and household essentials ... Thu, 04 Jan 2024 06:43:41 -0600 en-us text/html Medical Website Design Essentials For Growing Your Practice Online

Ajay Prasad is the CEO of GMR Web Team, a full-service healthcare digital marketing agency focused on patient acquisition and retention.

With 73% of Americans using the internet to get health-related information, it’s critical that doctors and healthcare organizations adapt their marketing strategies to accommodate this behavior. A great website design is how you can make a good impression online and show patients that your practice is a good fit for them. It’s truly an asset for patient acquisition.

Here are my nine essentials for medical website design.

1. Use A Content Management System

When it comes to optimizing your medical website design, it helps to have a good content management system. Tools like WordPress enable you to customize and manage your site long after creating it. You can use a CMS to add new pages, a patient portal and even manage prescription refill requests.

2. Make Your Design Responsive

As of 2015, about 62% of smartphone owners had used their devices to look up information about a health condition. This number has no doubt increased since then. Make it easy for prospects to learn more about your practice and quickly schedule an appointment via a form or by simply tapping a call button. Optimize their experience using responsive features like a long-scrolling homepage with quick practice information or a hamburger navigation menu. If your website doesn’t adapt to mobile users, you will lose out on new patients.

3. Add Value With Informative Content

Content marketing is worth the investment as it costs 62% less than traditional options. For your medical practice, add blog posts with information that patients might research on the web, such as medication, treatments and disease prevention. Add a Q&A section to showcase the questions most frequently asked by patients about certain procedures or services. Be sure to include patient reviews, as many patients check those when evaluating a new practice.

4. Optimize The Patient Experience

People in need of medical assistance shouldn’t struggle to locate your service pages, appointment forms or “Contact Us” page. If your site has poor navigation, many visitors will leave and see another doctor instead. You can optimize the patient experience with features like strategically placed call-to-action buttons throughout your site, a patient portal and online scheduling.

5. Design For Faster Page Loading

Slow-loading pages are often worse than those with poor navigation, and more visitors may abandon your site for this reason. You can minimize load time by compressing images, reducing the number of redirects and removing unnecessary features and codes.

6. Incorporate High-Appeal Visual Elements

When placed strategically, appealing visual elements make your medical practice website more engaging and more likely to convert. One survey found that 87% of marketers said videos helped them boost traffic, while 94% said videos helped them explain their products or services better. Your practice can leverage original, relatable online videos for similar outcomes. Likewise, by posting images showcasing your office or your team in action, you can boost patient engagement, resulting in more appointments. Incorporate infographics, too, to break down complex healthcare information.

7. Design With Your Brand In Mind

There’s a special mood and feel that patients experience when they step into your practice’s office. Try to replicate that in your website design by using the right color scheme, font, images and other visual elements. Use the same color scheme and a maximum of two fonts to provide a consistent patient experience throughout your site. It’s an effective way to showcase your unique brand story visually.

8. Make Your Website Accessible To All

Design your website to make it accessible to all, including patients with hearing or vision problems. As per the Web Content Accessibility Guidelines, you should ensure a 4.5-1 contrast ratio or better for text and graphics. Also, transcribe your videos and audio, and provide link descriptions for screen readers.

9. Provide Your Contact Information

Provide your practice name, address and phone number in multiple places across your website. It’d be great to also have an interactive map that directs visitors to your office. The last thing you want is for your patients to have to hunt for information that should be easily found.

As consumers increasingly research healthcare information online, your medical business needs a strong web presence to survive the stiff competition. A modern medical website designed with all of the above-mentioned features will help you grow your practice.

Forbes Agency Council is an invitation-only community for executives in successful public relations, media strategy, creative and advertising agencies. Do I qualify?

Thu, 04 Aug 2022 23:45:00 -0500 Ajay Prasad en text/html
Placement Test Practice Placement Test Practice

Being prepared is the best way to ease the stress of test taking. If you are having difficulty scheduling your Placement Test, please contact the UNG Testing Office.

If you have a red yes in any Placement Test Required row on your Check Application Status page in Banner, read the information below relating to the area in which you have the red yes.

Establishing Connection...

Mon, 05 Dec 2022 08:03:00 -0600 en text/html

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