The Firefox web browser just came out with some updates which include a new feature called “Reader View.”
It’s a new button that’s located on the right side of the address bar:
The button essentially removes all distractions on a web page, and leaves only the text.
What Firefox probably didn’t intend, is that this is a great tool for evaluating website landing page copy.
By looking your landing pages as only text, you can evaluate the copy without the distractions of images or design.
Take a look at how the Firefox Reader View changed the look of one of our product pages:
This is the page as it is:
Now take a look at how the same page appears in the Firefox Reader View:
As you read over the text on your landing page, ask yourself these questions:
Does the copy still make sense?
Does the copy on this page flow well?
Does the copy answer questions that arise in your potential client’s mind?
Does the copy stand on it’s own?
The Firefox Reader View doesn’t work on all pages, but I found that it functions quite well with a number of the landing pages that we run, and it’s already allowed me to spot some opportunities for improvement in our copy.
Managing salespeople can kinda be like herding cats. The only way to get them to do what you want, is to change their environment and tools.
They have to WANT to do something, you can’t simply demand it.
How then, do you ensure that you get accurate data out of your Salesforce opportunities? Especially when it’s up to the sale rep to enter the lead source into the opportunity.
This is something that we struggled with when setting up our Salesforce installation. We were getting some sales reps simply enter a generic lead source because it was faster than taking the time to check the real lead source from the contact.
Yes, you can map the lead source from the lead to the contact objects, but this still won’t translate the data all the way to the opportunity.
Luckily, with a couple of formulas, you can get the lead source from the lead object to stay the same all the way to the opportunity.
1. Create a new custom field on your contact that automatically picks up the lead source from the lead object
From the setup menu, under App Setup go to Customize -> Contacts -> Fields
Create a new custom field
Choose formula as the field type
Choose Text as the field output type and name the field
From the formula step, click the button Insert Field
Choose the Lead > object, and then the Lead Source field and click Insert
That should insert Lead__r.LeadSource into the formula box
Now you need to convert the Lead Source field from a picklist type to a Text type. To do this, add the function Text()
Your formula should now look like this: Text(Lead__r.LeadSource)
Click Next, add the field to any layouts that you would like, and finalize the new field.
This step creates a new field on your Contacts that will always have the Lead Source that was assigned to the original Lead object.
2. Create a custom Opportunity field that links to the new Contact field
Repeat step #1 for your Opportunity field. When you get to the formula section, you can choose the field like this:
Where “Campaign Name” is the the name of the custom field you created in step #1
3. Change your reports
All you have to do now is simply customize your sales reports in Salesforce to pull from the custom lead source field on your opportunities. This customization will ensure that you always see the most accurate lead source that came directly from either the Lead or the Contact objects.