Category Archives: Professional

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 will likely not deter a client from leaving Salesforce.com–that is, if they engage me in […]

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#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 […]

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5 reports Salesforce users should run but don’t #Salesforce #CRM

If you know me or my company, Able Cloud Advisors, then you know I insist on making technology work for me (not me working for it). One of the ways this happens is by creating scheduled reports in Salesforce.com to tell me things I ought to (in theory anyway) be remembering to do myself. Staying […]

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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

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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 case you missed the last post.
I rarely see reason (if you follow the rules below) […]

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

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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 work with QB. No biggie, I figured, I’ll just work with someone who knows QB […]

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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 simply a two item picklist. Each contact is either “Currently Employed” (default) or “No Longer […]

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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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