Opportunity Management for Cloud Kicks Sales Reps

Streamlined Access to Current Opportunities

Question

Cloud Kicks sales reps want to see all of their current opportunities, and the full details, with a minimal amount of navigation or clicks to cycle through them.

Which functionality should the consultant recommend?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D

The functionality that the consultant should recommend in order to allow Cloud Kicks sales reps to see all of their current opportunities with minimal navigation or clicks is option C: Construct a new Sales Console app including opportunities.

Here's a detailed explanation for why this option is the most suitable:

  1. Create a 'My Opportunities' report and open each opportunity in a new browser tab (Option A): This option involves creating a report specifically for 'My Opportunities' and opening each opportunity in a new browser tab. While this may provide access to all the opportunities, it requires opening multiple tabs and can be cumbersome for sales reps to navigate through each opportunity individually.

  2. Create a 'My Team Opportunities' report and open each opportunity in a new browser tab (Option B): This option involves creating a report for 'My Team Opportunities' and opening each opportunity in a new browser tab. Similar to Option A, it requires opening multiple tabs and may not be ideal for individual sales reps who want to view their own opportunities specifically.

  3. Construct a new Sales Console app including opportunities (Option C): This option is the most suitable because it involves creating a new Sales Console app that includes opportunities. The Sales Console app is designed to provide a streamlined and efficient user interface for sales reps, allowing them to view and manage their opportunities with minimal navigation or clicks. With a Sales Console app, sales reps can have a consolidated view of all their opportunities in a single workspace, enabling them to quickly cycle through them without the need for multiple browser tabs.

  4. From the 'My Opportunities' list view, select the Split View option (Option D): This option involves using the Split View option from the 'My Opportunities' list view. While this may provide a way to view multiple opportunities simultaneously, it does not eliminate the need for navigation or clicks to cycle through the opportunities. It may still require navigating through the list view and selecting each opportunity individually, which can be time-consuming.

In summary, option C (Construct a new Sales Console app including opportunities) is the recommended functionality as it offers a dedicated workspace for sales reps to view their opportunities with minimal navigation or clicks. It provides a consolidated view of all opportunities and allows for efficient cycling through them, improving productivity and reducing the time spent on navigation.