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11 Point Audit of Your Salesforce System
And then there's the data audit...
Here's what I did over my Christmas vacation.
Salesforce.com is increasingly used as the system of record for many aspects of the customer relationship. While this falls under the category of “duh,” too often the data in the system has not been managed as a strategic asset. With every change of leadership in sales, marketing or customer support, there is typically a blurring of semantics. Consequently, the meaning of a “contacted lead” or a “stale opportunity” may depend on when it was entered. So reports trying to compare performance over time can be meaningless, or even outright lies... Read More...
To discover how Salesforce.com can grow your business — revenues, leverage, and profits — just click on the logo >>>
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