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


This entry was posted in Uncategorized. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s