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…

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.

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