In this video, Senior Partner Dan Stratton discusses the increasingly common practice of eliminating the Lead object from Salesforce.

He identifies 4 areas where you could run into trouble if you do decide to eliminate the Lead object.

• Tracking the qualification funnel
• Auto-assignment complications
• Conversion tracking
• Business considerations and data storage

For more from Dan on why you might want to hang on to the Lead object, check out the blog.

Transcript:

Hi, I’m Dan Stratton – Senior Partner at CloudKettle.

Are you considering eliminating the lead object from your Salesforce system? Before making this drastic change, there are some items you want to think through – as there may be some unexpected impacts. In this video, we will discuss four main topics to consider before eliminating the lead object – and why you probably shouldn’t.

Reason 1: Tracking the Qualification Funnel
The lead object allows you to track the progression of leads through the qualification funnel. By eliminating it, you risk losing valuable insights into the effectiveness of your marketing and sales efforts.

Reason 2: Auto-assignment Complications
The lead object plays a crucial role in auto-assignment processes. Without it, you may encounter complications in assigning leads to the right sales representatives or teams, leading to inefficiencies and missed opportunities.

Reason 3: Conversion Tracking
Conversion tracking is essential for measuring the success of your marketing campaigns. The lead object provides valuable data on lead conversions, enabling you to optimize your strategies and drive better results. This lead conversion data is also critical to Marketing teams that are using the Campaign object for measuring marketing success.

Reason 4: Business Considerations and Data Storage
From a system perspective, eliminating the lead object can have significant implications. It may require complex data migration processes and impact other interconnected systems. Additionally, data storage and increases to your 3rd party API calls are both considerations that would need to be carefully addressed.

And that’s just for starters.

The Lead object is a critical component of your system that has an impact across your entire organization – from  Sales to Marketing. Before making any changes carefully evaluate the impact and consult with your team.

Thanks for tuning in. See you next time!