Passage Technology Blog

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

Dear PT, 

Managing data and data hygiene in Salesforce^® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

Dear PT, 

When viewing an Account page in Salesforce^®, our company’s users would like to see a list view of the Opportunity Products associated with the Account’s various Opportunities. Is there an easy way to do this?

Attah Glence from Product Point, Nigeria

Dear PT, 

At our company, when users create a Salesforce^® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH

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, 

Salesforce^® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

Dear PT, 

Buyer expectations are rapidly evolving. Now you can measure buyer intent in nearly real-time. However, at our company, our new Lead response time is often measured in days, not hours. Studies show that best practices require a response measured in minutes. Any ideas on how we can extend Salesforce^® capabilities to make this internal improvement?

Hawt Leede from Prospect Heights, IL

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Dear PT, 

With Salesforce^® Contacts, you can view their Account information. But at our company, we like to classify leads as Leads, not as Contacts. But Leads don’t display Account information. How can we extend Salesforce to get this functionality?

Moe Enfo from Lead Mine, WI

Does your organization spend too much time fixing data problems? Consider these easy-to-implement tips—and then share your experiences to help others.