Cloud Kicks has recently hired a new inside sales team.

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.