by Roan Bear | Mar 26, 2013 | Blog, Salesforce Best Practices
Before I helped start Full Circle Insights I worked with many companies and often encountered out of date sandboxes. Mind you, these were often companies that only had one developer sandbox. What this indicates is that the organization is making changes on the fly in...
by Roan Bear | Mar 1, 2013 | Blog, Marketing Update
For those of you who know me (or those of you who have read my bio), I was in the consulting world for over a decade before founding Full Circle Insights with Bonnie, Andrea, and Dan. During those years I had many occasions to be grateful that I was the consultant and...
by Roan Bear | Dec 28, 2012 | Blog, Salesforce Best Practices
Jay Famico recently wrote a blog post for SiriusDecisions about Sales Accepted Leads: Disqualification Reasons. This best practice of capturing the reason a lead is disqualified is one of Full Circle Insights’ recommendations as well. We think this feedback loop...
by Roan Bear | Nov 30, 2012 | Blog, Salesforce Best Practices
It is not uncommon to create business processes based on interpreting sets of data inside salesforce.com such as: Assignment rules Lead/Contact Scores Workflow rules Apex code Formulas can help simplify the management of complex business processes where criteria may...
