Category Archives: Business Processes

Leaving Salesforce.com- what no one talks about

It’s the break up you did not see coming. Companies that have Salesforce.com sometimes leave it. I encountered another one this month and while I was surprised the telltale signs were there. At the end of the day, my company … Continue reading

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My Lead Conversion Nightmare #CRM #Salesforce #Sales

Salesforce.com lead conversion. It would seems that the built-in lead conversion process would be a true blessing but it is full of caveats that are, of course, not acknowledged let alone documented. How did I learn this? By getting burned. By insisting … Continue reading

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Heaven in My New “Generate Invoice” Button

I finally did it. After 4 years I finally set time aside to set up Conga Composer (by @CongaMerge) for my very own instance of Salesforce.com. I run my entire company on Salesforce.com and can proudly say that that now … Continue reading

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CEOs who kowtow to Sales

Where have all the Sales Managers gone? I assume since I haven’t met one in years that this is a bygone profession like the Typist and the Milk Man. I mean, what other reason could there possibly be for the … Continue reading

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Another Reason to Convert, Then Qualify Leads #Salesforce #Benioff #CRM

This is a quick post. I’m sure if you’ve read my past posts regarding Lead Conversion protocols in Salesforce.com that you know I typically (but not always!) advise my clients to adopt the “Convert, Then Qualify” approach. One client who … Continue reading

Posted in Business Processes, Data Quality, Reporting & Dashboards, Sales Cloud | 2 Comments

MEP Center Performance Improvement Using Salesforce.com Webinar, 3/13/2013

On Wednesday, March 13, 2013 from 2-3 pm EDT, the nation’s MEP Centers are invited to join a free online webinar conducted by Able Cloud. In our hour together we’ll outline the business processes and functions (e.g. NIST Reporting) that … Continue reading

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What to Look for in a Salesforce.com Partner #Salesforce

Rather unexpectedly, over 50% on my work comes from re-implementations of Salesforce.com. How can an implementation go so far south that the client actually re-commissions an implementation? It seems that selecting the right partner is often the riskiest part of a project’s success. Continue reading

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School of Thought #2: Convert, Then Qualify

Okay, so this post may be simple: Convert, then Qualify. Too simple you say? Okay, I’ll give you that since my last post (Qualify, then Convert) probably seemed pretty one sided. I’ll try and explain my point of view in … Continue reading

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School of Thought #1: Qualify, Then Convert

I’m back. Sorry about the delayed follow up post to the hornet’s nest post on March 17, 2011. So if you’re anything like me you’ll grasp the difference between the two primary school of thoughts (Qualify, Then Convert vs. Convert, … Continue reading

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Who’s More Important: Your Tax Preparer or Salesforce.com Admin?

For as much I know about Salesforce.com, I am ignorant when it to QuickBooks. This rude awakening occurred last week when I tried to prepare my books for my tax preparer. While I’m sure she excellent at what she does, she did not … Continue reading

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