Passage Technology Blog

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.

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

Learn more about how Passage Technology is supporting Pledge 1%.

Did you know diversity can have a direct effect on your bottom line?

How-to Guide: Easily customize the Salesforce mobile app's default navigation menu (featuring Milestones PM+)