Category Archives: Data Quality

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 that I use as much native functionality as possible before looking to apps or custom configuration. […]

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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 includes invoicing. I hate QuickBooks and loathed the time spent compiling my time entries, generating […]

Posted in Able Cloud Staff, Business Processes, Custom Cloud, Data Quality, Enterprise, Reporting & Dashboards, Sales Cloud, Uncategorized, User Adoption | Tagged , , , , | Leave a comment

#1 Reason it Sucks to Be a Salesforce.com Marketing User

The Marketing App is Salesforce.com is constructed in a thoughtful manner in terms of how the data needs to be stored in order for Users to draw the necessary conclusions from its CRM system about what Campaigns are doing vis-a-vis the influx on inbound Leads and the number of Opportunities they generate. Without going Campaign […]

Posted in Able Cloud Staff, Data Quality, Enterprise, Group, Professional, Sales Cloud, Uncategorized, Unlimited | Tagged , , , | 2 Comments

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 void of the craft, wits, talent typically reserved for the VP /Director/Manager of Sales title?
Being […]

Posted in Able Cloud Staff, Business Processes, Data Quality, Reporting & Dashboards | 1 Comment

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 is used to its existing “Qualify, Then Convert” approach stumbled on something I did not even […]

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

Opportunity Contact Roles Are For Losers #Salesforce #CRM

Not using Salesforce.com Opportunity Contact Roles? You must not like sales. Continue reading

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

[ March 13, 2013; 2:00 pm to 3:00 pm. ] 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 your current or planned instance of Salesforce.com ought to be doing for you. This first-hand […]

Posted in Able Cloud Staff, Benefit Category, Business Processes, Data Quality, Edition, Enterprise, Events, Reporting & Dashboards, Source, Training, Uncategorized, User Adoption, Webinars | Leave a comment

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

Posted in Business Processes, Data Quality, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Tagged , , , , , , , , , , , | 1 Comment

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, Then Qualify) if you can “see” what the difference is. So just to reaffirm…
Most of those […]

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Stop Garbage In, Garbage Out

I hate cliques but when it comes to Salesforce users entering data in any manner they want (because the fields allow them to), “gargbage in, garbage out” fits perfect. This is best captured by the sales rep who enters what he’s asked to and then cannot figure out why the activity he just logged is not […]

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