Category Archives: Data Quality
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. […]
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 […]
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 […]
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?
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 […]
Not using Salesforce.com Opportunity Contact Roles? You must not like sales. Continue reading
[ 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 […]
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
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 […]
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 […]