Lead Status Values for Sales and Marketing

The lead status field is often a source of contention between Marketing and Sales within an organization. The field is typically used to communicate the status of a record to both the reporting users and the sales rep who is working the lead. The reporting user wants to see explicit... Read more ›

How trust-worthy are your Salesforce reports?

One of the most common salesforce.com questions I get is “Why does this report tell me one thing, and this other one tell me something different.” In general the answer is always “the two reports are looking at different things”. Despite the fact that the reports are accurate based on... Read more ›

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