Facilitating Collaboration for Lead Sales Representatives and Team Members

B

To facilitate collaboration between the lead sales representative and team members in Universal Containers, the recommended solution would be to enable Chatter and utilize sales team swarming. Therefore, the correct answer is A: Enable Chatter to have the lead sales representative facilitate collaboration through sales team swarming.

Chatter is a collaboration platform provided by Salesforce that allows users to share information, collaborate on records, and communicate with each other. Sales team swarming, in this context, refers to the practice of bringing together a group of individuals to work collaboratively on a specific opportunity.

Enabling Chatter provides a central hub for communication, file sharing, and collaboration, making it easier for the lead sales representative and team members to work together efficiently. The lead sales representative can create Chatter groups specific to each opportunity and invite the necessary team members to join these groups.

Here's why the other answer options are not the best choices:

B. Configuring default opportunity teams for all lead sales representatives with team selling enabled: This option suggests setting up default opportunity teams for all lead sales representatives. While team selling can be useful for involving multiple individuals in the sales process, it does not specifically address the need for collaboration between the lead sales representative and the same team of individuals for every opportunity. It also does not leverage Chatter for communication and collaboration.

C. Defining a sharing rule for each lead sales representative to assign appropriate access for all extended team members: This option involves creating sharing rules to grant appropriate access to extended team members. However, it does not provide a streamlined way for collaboration and communication between the lead sales representative and team members. It also does not take advantage of Chatter as a collaboration tool.

D. Creating public groups for extended team members and allowing the sales representative to assign manual sharing on their opportunities: This option suggests creating public groups for extended team members, which can be used to manage access control. However, it requires manual sharing by the sales representative for each opportunity, which can be time-consuming and may lead to inconsistencies. It also does not offer a dedicated collaboration platform like Chatter for effective communication and collaboration.

In summary, enabling Chatter to facilitate collaboration through sales team swarming is the recommended solution because it leverages the power of Chatter as a collaboration tool and provides a centralized platform for the lead sales representative and team members to work together effectively on opportunities.