Raise your hand if the reason you’ve avoided using leads is because you couldn’t move your custom object at lead conversion?
(source: Office Clip Art)
We just posted a new free app on the Appexhcange to attach your object to contacts, accounts and opportunities when your lead is converted. Problem solved. Customize the package to add the API name of your object, and you are good to go. The best news, this app is free. Enjoy!
One of my favorite Opportunity features in Salesforce is Contact Roles for opportunities, but it is really hard to enforce usage.
What are contact roles?
Contact roles allow users to tie people, and their roles in the process, to each opportunity.
Opportunity Contact Role Example
Using opportunity contact roles is the only way to pull in campaign information to help you understand which campaigns impacted each opportunity. And of course it helps the sales team understand the people involved in every closed deal.
So if you need to prod your team into using the contact roles, download our free app on the Appexchange to require contact roles for opportunities, based on the opportunity stage. This app is customizable, and can match your own opportunity stages.
Minimize, or eliminate the time end-users need to customize it, and make it work the way they want.
This was one of our key goals as we launched Echo Lane — make it easier for organization to implement and use Salesforce.com (and other applications in the cloud). Salesforce.com launched the AppExchange for Service Providers and an accompanying reseller program, recognizing just that: sometimes customer success requires a bit of outside assistance.
Salesforce has a new white paper outlining how using the Appexchange can help organizations improve their success “in the cloud” by using experienced partners to help fill in the gaps. Now that the Appexchange has expanded to include partners, it is much easier to fill your shortlist with organizations that have the right experience to help you evolve your cloud computing and cloud application strategy.
