Cloud Kicks' high-value opportunities are becoming delayed in the approval process because sales managers' approval requests go unnoticed for various reasons. Cloud Kicks wants to streamline the approval process and give sales managers more ways to approve Opportunities in a timely manner.
Which two strategies should the Consultant recommend to improve the approval process? (Choose two.)
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A. B. C. D. E.DE
To improve the approval process for high-value opportunities at Cloud Kicks and provide sales managers with more ways to approve opportunities in a timely manner, the following two strategies should be recommended:
B. Enable one-click approval from report results that returns high-value Opportunities: Enabling one-click approval from report results allows sales managers to quickly review and approve high-value opportunities without navigating to individual records. This strategy provides a streamlined and efficient way for managers to take action on pending approvals. By creating a report that filters and displays high-value opportunities based on specific criteria, such as deal size or revenue potential, the sales managers can review the opportunities directly from the report. They can then have the option to click on a button or link within the report that initiates the approval process, enabling them to approve the opportunities with just one click. This eliminates the need for managers to manually navigate through multiple records and simplifies the approval process.
E. Allow managers to approve or reject approval requests via the Approval Requests tab: Enabling managers to approve or reject approval requests via the Approval Requests tab provides them with a dedicated and centralized location to manage pending approvals. This tab is specifically designed to display all pending approval requests, allowing managers to review the details of each request and take appropriate action. By leveraging this feature, managers can easily access and process approval requests, ensuring timely approvals. They can navigate to the Approval Requests tab within the Salesforce platform, view the list of pending requests, and perform actions such as approving or rejecting the requests directly from this tab. This strategy enhances visibility and control over the approval process, making it easier for managers to stay on top of pending approvals.
The other options can be briefly discussed:
A. Create a process builder to automatically approve high-value Opportunities: While this option may automate the approval process, it may not be the best solution in this scenario. Automatically approving high-value opportunities without any manual review could lead to potential risks and oversights. It is important to have a human review process in place to ensure that the opportunities are thoroughly evaluated before approval.
C. Create a dashboard of pending approvals and add it to the Chatter feed: While creating a dashboard of pending approvals can provide visibility to managers, adding it to the Chatter feed may not be the most effective approach. The Chatter feed is primarily used for collaboration and communication among users, and displaying a list of pending approvals might clutter the feed and distract from other important discussions and updates.
D. Enable approvals by email for the approval process for high-value Opportunities: Enabling approvals by email allows users to approve or reject requests directly from their email clients. While this can be a convenient option, it may not provide the best user experience for managers, especially when dealing with high-value opportunities. Reviewing and approving opportunities through email might not provide sufficient context and visibility into the details of the opportunities, leading to potential errors or missed information.
In summary, enabling one-click approval from report results and allowing managers to approve or reject approval requests via the Approval Requests tab are the recommended strategies to streamline the approval process and provide sales managers with more ways to approve high-value opportunities in a timely manner.