It’s that time of year again, either you’re trying to find a date for that special day, scrambling around trying to find your other half a present, or you’re preparing an evening in with Ben, Jerry & Netflix. If you fall into the category of the former, I’m here to help. We all know that Salesforce professionals have the platform on their mind 24/7, so I think it will be easier to help you out if we extrapolate dating in a language you understand, SALES.
– You have to think of yourself as a lead generation machine. Unfortunately the chances of a qualified lead (Datable Person) falling on your lap is low. Luckily we have many lead gen tools to our disposal, Bars, Clubs, Tinder or Match.com to name a few.
– Once we have our leads, it’s time to qualify them. Each individual will have their own unique way of qualifying a lead, but generally they will go through the normal stages (Open, Chatting, Qualified, Unqualified (Taken) or Unqualified (Not interested).
– Once a Lead is qualified, we have a chance at a date so it’s time to convert to an Opportunity.
– An Opportunity represents a true shot at happiness, whatever that means for you. There will be various stages associated to this Opportunity (1st date, 2nd date..etc, Girl/Boyfriend material, closed won, closed lost). Each of these stages as they progress will have an associated probability of a closed won “deal”. At this point, we may want to add in a valentine-dation rule to ensure the closed lost reason field is filled in correctly, ready for management (friend) reporting.
– Once the “deal” has been closed, we want to keep the client happy. There are going to be various dates and deadlines involved in this project including Anniversaries, Sunday lunch at the in-laws and other dates that could get you in trouble. If we are talking purely Salesforce, I would probably recommend looking at the AppExchange for various task tools, or if you’re feeling adventurous, a project management system. I’m running out of metaphors here, so I’ll leave this to you.
Whatever you are doing this Valentine’s day, don’t get too hung up on your closed lost or unqualified leads and always remember to nurture.