Lead Qualification Processes for Cloud Kicks Sales Team

ABC

To meet the requirement of having two different lead qualification processes for distributors and retailers, the following three actions should be recommended:

A. Create distributor and retailer lead record types: By creating separate lead record types for distributors and retailers, you can define different sets of fields, page layouts, and record type-specific picklist values for each type. This allows you to customize the lead qualification process for each type based on their unique requirements.

B. Create Status picklist values specific to each lead type: To differentiate the lead qualification processes for distributors and retailers, it is important to have separate picklist values for the lead status field that are specific to each lead type. For example, you might have different status values for "Qualified Distributor" and "Qualified Retailer." This allows the sales team to track and manage the progress of leads based on their respective types.

C. Create retailer and distributor lead processes: Lead processes define the steps and stages that a lead goes through during the qualification process. By creating separate lead processes for retailers and distributors, you can define different sets of stages, actions, and automation rules for each process. This enables the sales team to follow distinct and tailored qualification processes based on the lead type.

The remaining options, D and E, are not relevant to this requirement:

D. Creating a new profile and only assigning one lead record type to it would not effectively differentiate the qualification processes for distributors and retailers. Profiles primarily control access to objects and data, and they are not designed to define separate qualification processes.

E. Adding leads to different campaigns based on lead type is not directly related to the lead qualification process. Campaigns are typically used for tracking marketing efforts and associating leads or opportunities with specific marketing campaigns. While it may be useful for segmentation and reporting purposes, it does not address the need for distinct lead qualification processes.

In summary, the recommended actions are A, B, and C: Create distributor and retailer lead record types, create Status picklist values specific to each lead type, and create retailer and distributor lead processes. These actions provide the necessary customization and flexibility to implement separate qualification processes for distributors and retailers within the Cloud Kicks sales team.