The sales manager at Universal Containers has noticed that sales teams are having trouble understanding who should own an Opportunity. Sales teams base their sales opportunities on assignments to specific ZIP codes.
Which solution should the consultant recommend?
Correct Answer: B
Sales Territories in Salesforce are designed to help organize accounts, opportunities, and sales reps by geographic areas or other criteria, like ZIP codes. Implementing Sales Territories would provide clarity to sales teams regarding ownership of opportunities based on predefined geographic assignments.
Territory Management for Geographical Sales Assignments: By setting up territories based on ZIP codes, Universal Containers can clearly delineate responsibility for opportunities, ensuring that the right sales reps are assigned based on geographic boundaries.
Streamlining Ownership Rules: Sales reps can be automatically assigned opportunities within their territories, reducing confusion and improving accountability.
Option A (Sharing Rules) focuses on access rather than ownership, and Option C (Account Teams) relates more to collaboration on accounts rather than determining primary ownership. For guidance on territory management, see Salesforce Territory Management documentation.