Category Archives: Group

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

Posted in Able Cloud Staff, Business Processes, Custom Cloud, Data Quality, Enterprise, Group, Professional, Sales Cloud, Service Cloud, Unlimited | 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 … Continue reading

Posted in Able Cloud Staff, Data Quality, Enterprise, Group, Professional, Sales Cloud, Uncategorized, Unlimited | Tagged , , , | 3 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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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 #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

Posted in Business Processes, Custom Cloud, Enterprise, Group, Professional, Reporting & Dashboards, Sales Cloud, Service Cloud, Unlimited, User Adoption | Leave a comment

Dear Mr. Andy ***NLE*** Rich

Some readers may recall the days when your first employer was your only employer.  Since this isn’t the case in 2011, may I suggest you add a custom “Employment Status” field to your Contacts. You need not get really complex here. Mine is … Continue reading

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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 … Continue reading

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Prevent duplicate accounts & contacts

Two ways to prevent duplicate records Continue reading

Posted in Data Quality, Edition, Enterprise, Group, Named Guru, Professional, Uncategorized, Unlimited | Tagged , , , | Leave a comment