Data in your CRM

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

 

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