Passage Technology Blog

Dear PT, 

Like many Salesforce^® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

Dear PT, 

We need to better aggregate our data so various business functions can create insights. On a number of Objects, we need a way to easily rollup records scattered across numerous child, parent, and grand-parent hierarchies—for example, Accounts. However, our company has limited developer resources internally. So when we need a solution, we have to pay for outsourcing. This can be expensive, but often it is more expensive to not obtain that solution, in terms of productivity and competitiveness. Are there other options to coding?

Rhee Layshuns in Progress, PA

Dear PT, 

With all of the Accounts our company manages, there is usually a point of contact who is the primary go-to person for the relationship. However, sometimes we engage a different (or wrong) Contact, bypassing the key point person. This happens with both human interactions and automated solutions. It may lead to confusion, miscommunication, and missed opportunities for all involved. How can we better address these situations?

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.

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