Achieving Unique Sales Cycles - Salesforce Consultant Recommendations

BD

To achieve the requirements of having three unique product lines, each with a unique sales cycle, the Consultant should recommend the following two actions:

B. Create sales processes to map to each opportunity record type. E. Create opportunity record types for each sales process.

Explanation:

Salesforce provides the flexibility to customize the sales process by utilizing opportunity record types and sales processes. The record type allows you to define different sets of picklist values, page layouts, and business processes for different types of opportunities. The sales process, on the other hand, defines the stages and steps that a sales representative follows to close a deal.

By creating sales processes to map to each opportunity record type (Option B), you can align specific sales processes with different types of opportunities. This means that when a sales representative is working on an opportunity, they can follow the appropriate sales process based on the product line. Each sales process can have its own set of stages, steps, and criteria for moving the opportunity through the sales cycle. This ensures that the sales representatives are following the correct process for each product line.

Creating opportunity record types for each sales process (Option E) allows you to define different record types for each product line. This enables you to capture specific information and apply different page layouts, picklist values, and business processes based on the product line. By assigning the appropriate record type to an opportunity, you can ensure that the sales representatives are using the correct sales process associated with that product line.

Therefore, by utilizing sales processes mapped to opportunity record types, you can achieve consistent prospect qualification across the product lines and ensure that sales representatives follow the specific sales cycle for each product line.