Salesforce Lead management is distinct from Opportunity management although they are interrelated. I would like to get some real world data about Lead tracking with this survey question: You can also share your Lead Status values as a comment.
Filed under: Implementation March 15, 2011
Many new Salesforce.com customers initially have difficultly understanding the role of the account record. Rather than immediately providing a definition, let us first take a process perspective. Then we will attempt a more traditional definition by taking a data perspective. [...]
Filed under: Implementation September 29, 2010
A comparison of Salesforce.com’s Lead and Opportunity records offers some insights into salesforce strategy and implementation. Lead vs. Opportunity Definitions Salesforce.com distinguishes between a Lead and an Opportunity. As a flexible system, it is up to each customer to determine [...]
Filed under: Implementation April 13, 2010
Your boss comes up to you and says the Sales organization is implementing Salesforce.com and gives you the standard two step methodology: Suck it up Get it done Below are some things to consider to add a bit more detail [...]
