Passage Technology Blog

At Passage Technology, our goal is to help you do more with Salesforce. We understand that the journey to becoming an Awesome Salesforce Admin can be a big undertaking as orgs become more customized and complex. 

Following is a collection of tips, tools, and shortcuts from our team that will help you and your users get the most out of your Salesforce.

It’s amazing how much stuff we can pile up over time. Somehow we manage to add more things into our closets and drawers without taking the time to sort through them to remove the things we don’t use anymore.

And sometimes we manage our data storage like our closets at home.

This issue features stories on how you can do more with Passage Technology's Apps and Salesforce.

Making the Transition From Suits to Sweats

This year has been full of changes and challenges as many people transitioned from working in an office to working from home to help prevent the spread of COVID-19.

This issue features stories on how you can do more with Passage Technology's Apps and Salesforce.

Problem solving is a skill needed for all job fields and levels. In your own life, you may have individuals you go to for advice often because they're a better problem solver than others, but what makes a good problem solver?

Are you restricted by Master-Detail relationships? Do you find that you’re unable to create rollups on certain Objects or fields? Are you limited in your ability to create filtered rollups or face challenges in getting accurate and reliable rollup calculations?

Why time tracking is Useful

Before, workers would clock in and out with physical time sheets to prove they had come in to work that day, and for how many hours. There are now digital versions of time cards, which is great for a more remote workforce, but it doesn't show how that time was spent. 

Inc. magazine today revealed that Passage Technology is No. 3966 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

Lead scoring is used in most B2B companies. It would be tough to follow up with every "lead" that came through, so sales must prioritize their time in order to maintain focus and efficiency. The implementation of a lead scoring solution can range from tiers, star system, percentage likelihood to close, or simply "hot" vs "cold" indicators. Lead scoring also doesn't have to happen on just leads; you can prioritize customers, opportunities, contacts, or activities/tasks that you have already planned for following up on your sales prospects. 

But is lead scoring really effective? It can certainly help to direct sales to know who to follow up with (and who marketing needs to nurture more) when done correctly, but there can be issues with the way the scoring is built that causes inaccurate scores. Here are some of the most common problems.