Rant: My CRM was a graveyard for 18 months before I realized it

I kept telling clients we had everything tracked in Salesforce, but every Friday I'd dig through emails to find what actually happened on their account. The tipping point came when a new hire asked me for the lead status definitions and I couldn't explain half of them. Turns out my team was using the fields as a dumpster, not a system. Has anyone else rebuilt their pipeline stages from scratch after admitting the old ones made no sense?

1 comments

Log in to join the discussion

Log In

1 Comment

barbara_lane552d ago

Been there. Wipe it, rebuild with like 4 stages max.

8