All posts tagged ELMO

Salesforce.com has it on all objects.  In fact, most CRM systems follow this general concept: each object in the system is owned by a user of that system.  Further, most platforms make this a mandatory relationship.

For instance, here is an example of a test Contact from our SFDC instance (owned by me):

To some of you, you may see this and think of the million ways your organization is leveraging this particular relationship in CRM.  Perhaps you use this during employee transitions, allocating all the accounts from an old employee to a new one.  Maybe, you keep a close eye on the number of opportunities owned by a given salesperson and ensure your pipeline is allocated to those people who can adequately manage the potential deal.  Maybe, you don’t use this relationship at all strategically, the owner is simply the creator of the given object and that’s that.

That said, this article isn’t about CRM Object ownership.  I could expand the examples above to an almost endless list, including Lead Assignment, but where I’d like to go with this is from a Marketing perspective; within your Eloqua system. Continue reading →