From this post you will have figured there’s so much data to capture to build insights for each team, but you gotta start somewhere. Here are the must have fields your lead object to start with: 1. Lead Data Completeness: Say you have five must fill fields like industry, lead source, etc. this field is a formula field that will throw […]
If you are a Tolkien fan, you most probably know what a Palantir is: an indestructible ball of crystal, used for communication and to see events in whether past or future. One of the story’s villains in The Lord of the Rings, the wizard Saruman, uses a palantir to surveil his enemies. And that exactly is the name of […]
As a SalesOps professional, it might be very exciting to start building your CRM right when you start seeing the existing gaps.
Resist.
As a SalesOps professional, have you spent time with your sales reps? If not you will never know how they use your CRM and most likely they are using it wrong without even knowing it is much easier than they are used to.
“Are we asking our users to fill too much data?” is a question SalesOps folks often face.
When you are building out the function – how much data is too much data to ask for?
I discuss it in the blog.
TheSalesOpsGuy 