Cloud Kicks' (CK) high-value Opportunities are delayed in the approval process because sales manager's approval requests go unnoticed for various reasons. CK 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.BD
To improve the approval process for high-value Opportunities and provide sales managers with more ways to approve Opportunities in a timely manner, the consultant should recommend the following two strategies:
A. Build an automation to approve high-value Opportunities: This strategy involves implementing an automation mechanism to automatically approve high-value Opportunities. By defining specific criteria or conditions, such as Opportunity amount or stage, the automation can automatically approve Opportunities that meet those criteria. This will eliminate the need for sales managers to manually review and approve each Opportunity, reducing delays in the approval process and improving efficiency. With automation in place, high-value Opportunities can proceed to the next stage without unnecessary delays.
B. Enable approvals by email for the approval process for high-value Opportunities: Enabling approvals by email provides an additional convenient method for sales managers to approve Opportunities. With this approach, whenever an approval request is generated for a high-value Opportunity, the system sends an email notification to the respective sales manager. The email includes relevant details about the Opportunity and allows the manager to approve or reject the request directly from their email client. This eliminates the need for managers to log into the system or navigate to specific tabs to perform approvals, making it easier and quicker for them to respond to approval requests. Enabling approvals by email increases flexibility and ensures that managers can promptly review and act on approval requests, reducing bottlenecks in the approval process.
C. Create a dashboard of pending approvals and add it to the Chatter feed: While this option may seem beneficial for improving transparency and visibility, it does not directly address the problem of sales managers missing approval requests. Creating a dashboard of pending approvals and adding it to the Chatter feed can provide real-time visibility to all users, including sales managers, about the pending approvals. However, it does not provide a mechanism for managers to directly approve the requests from the dashboard. Instead, they would still need to navigate to the appropriate location (such as the Approval Requests tab) to take action on the pending approvals. Therefore, while this strategy can enhance visibility, it does not offer a streamlined way for sales managers to approve Opportunities in a timely manner.
D. Allow managers to approve or reject requests via the Approval Requests tab: This option suggests allowing managers to approve or reject requests via the Approval Requests tab. This is the default method in Salesforce for reviewing and taking action on approval requests. Managers can navigate to the Approval Requests tab, which provides a centralized view of all pending approval requests. From there, they can review the details of each request and choose to approve or reject it. While this strategy is a valid option for approving requests, it doesn't necessarily provide additional ways to streamline the process or make it more efficient. It remains the standard approach for approvals in Salesforce.
In summary, the two strategies that the consultant should recommend to improve the approval process and provide sales managers with more ways to approve high-value Opportunities in a timely manner are: A. Build an automation to approve high-value Opportunities. B. Enable approvals by email for the approval process for high-value Opportunities.