Sales Force De-automation Alert


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CRM has a good story. You know get all the data in one place so sales can love marketing and support can support a customer for a change. I am staring at on my left monitor right now. I added a new lead. Then I converted the lead to an opty. OK why is this calendar thing jamming me in the face, oh, these fields are mandatory, required in a form that I did not request. I get it. Fill out this garbage from garbage field with garbage data. Now an account from pops up. Where is the opty that I just converted from a lead? Oh, scroll down a view or two, there it is, click on the opty. Why did the contact form open up. Gee, I must have clicked the contact. Back to the Account view so I can see the oppty. Click on the oppty. OK click on Edit to add info to the oppty. Where are the notes that I put in the lead prior to converting to the Oppty? Notes are gone. Dang.

Wow, that was like getting a crown put on by your Dentist. 12 minutes later I can make my next call and people are buying this garbage? Find a salesman that likes this and I will show you a salesman that is a data entry expert not a closer.


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