Our SFDC org is constantly re-inventing itself. Today, I had a chance to sit and look at the way data build’s up as we move through the sales cycle.
This is the standard workflow
lead -> qualification -> Opportunity & Accounts
Then these thoughts came to my mind :-
- How much of data capture should me made compulsory at the start in a lead?
- There are many suppositions at the start, how much of that should be allowed?
- It’s but obvious that the amount of data points increase as the sales cycle moves ahead, how can this be managed?
I made something work for myself and probably this will change. For now, there are no standard answers in my mind.
Posted by Digvijay “VJ” Singh Rathore