답변 2개
Hi Mary,
Using Sales Path is a good option to provide informal reminders for the Sales team during the process. As an alternative to Sales Path, you could consider creating a guided selling process using Visual Flow to walk the sales rep through the questions with the customer. Each question would have a qualifying response field to capture prospect input which would serve to qualify or disqualify the potential sale. Use of Visual Flow for this type of an application is probably best done when you have a very clear sales process or qualifying criteria that can be easily modeled using the cloud flow designer.
The following video shows some of this functionality in action and gives you a general idea of how this functionality would be employed.
https://www.youtube.com/watch?v=RpEDVjLNgUc
