During a workshop to understand Universal Containers' current sales process, there seems to be some disagreement between the North America and EMEA sales teams about the steps required to close a sale

Question

Options

• APostpone the discussion and email the sales team leadership to clarify the opportunity stages.
• BCreate a Process Map detailing opportunity stages, then schedule a meeting with the sales teams
• COpen the production org, navigate to Sales Processes in Setup, and review the opportunity

• A
  16% (5)
• B
  74% (23)
• C
  10% (3)

Explanation

When workshop participants disagree about process steps, a Process Map (visual flowchart of the opportunity stages) is the most effective tool for achieving consensus. A visual artifact makes the disagreement concrete and discussable, allowing both teams to see, compare, and negotiate the differences in their processes. Creating the map first, then scheduling a follow-up meeting with both teams, ensures structured alignment rather than an unresolved workshop conflict. Option A (postponing and emailing leadership) defers the problem without resolving the underlying disagreement and risks delaying the project. Option C (reviewing Setup in the production org) only shows the current technical configuration - it does not facilitate team alignment or address regional process differences.

No community discussion yet for this question.