To guide the new sales team through the sales process, creating a Path on the Opportunity object is the best recommendation. Here's why:
* Guidance for Each Stage: Salesforce Path allows for visualizing each stage of the sales process and provides customizable guidance, including key fields, support materials, and tips directly on the Opportunity record.
* Enhanced User Experience: Path provides sales reps with specific coaching tips and resources tailored to each stage of the process, promoting adherence to the process and improving onboarding for new team members.
* Salesforce Best Practices: Salesforce advocates using Path to reinforce process steps, making it ideal for organizations seeking to standardize and enforce process adherence.
* References: More information can be found in Salesforce documentation on Path and Workspaces, which outlines the benefits of using Path for process guidance.
In summary, creating a Path on the Opportunity object (Option C) provides Cloud Kicks with a structured way to guide the new sales team through each step of the sales process.