Salesforce.com is a Lot of Things…but This Ain’t One of Them

Salesforce.com is a Lot of Things…but This Ain’t One of Them

Listen, Salesforce.com is big. It’s powerful. It’s sophisticated. And it can dramatically improve the effectiveness of your sales team. But there’s one thing it certainly isn’t. The word is Intuitive. Salesforce.com has its own unique architecture. When you open up Salesforce for the first time, you are presented with an organized looking page, with a…

Salesforce.com Leads, Accounts, Contacts & Opportunities: How Does It All Work?

Salesforce.com Leads, Accounts, Contacts & Opportunities: How Does It All Work?

One of the most fundamental aspects of the Salesforce.com funnel is the correct assignment of a Lead, Account, Contact and Opportunity.  It is also one of the most misunderstood features for most firms setting up Salesforce.com for the first time.  While every firm will have their own set of rules to determine what constitutes a…