Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process.
Which two solutions should a consultant recommend to meet these requirements? (Choose two.)
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A. B. C. D.AD
To meet the requirements of Universal Containers, the consultant should recommend solutions that allow for consistent qualification of prospects, while also enabling the sales representatives to follow the relevant product's sales process. The two recommended solutions are:
A. Create sales stages that align with opportunity record types. C. Configure opportunity record types for each sales process.
Let's explain each solution in detail:
A. Create sales stages that align with opportunity record types: By creating sales stages that align with opportunity record types, Universal Containers can ensure that the sales representatives follow the specific sales process for each product. Sales stages represent the different steps or milestones in a sales process, and by aligning them with opportunity record types, the sales representatives will see only the relevant sales stages based on the product being sold. This helps to streamline the sales process and ensure consistency across different products.
C. Configure opportunity record types for each sales process: Opportunity record types allow for the customization and differentiation of sales processes based on specific criteria. By configuring opportunity record types for each sales process, Universal Containers can define separate sales processes for each of the three unique products. This means that when a prospect shows interest in a particular product, the sales representatives can select the corresponding opportunity record type, which will then trigger the specific sales process associated with that product. This ensures that the sales representatives follow the appropriate process for each product and helps to maintain consistency and efficiency in the sales workflow.
In summary, by creating sales stages that align with opportunity record types and configuring opportunity record types for each sales process, Universal Containers can ensure consistent qualification of prospects while allowing sales representatives to follow the relevant sales process for each product. These solutions help streamline the sales process and maintain consistency across different products.