避免銷售倒退嚕或跳躍前進的驗證公式
1 2 3 4 5 6 7 8 9 10 11 12 13 14 | AND( ISPICKVAL(StageName, "Closed Lost") ,OR( AND(ISPICKVAL( PRIORVALUE( StageName ), "Prospecting"), NOT(ISPICKVAL(StageName, "Qualification"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Qualification"), NOT(ISPICKVAL(StageName, "Needs Analysis"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Needs Analysis"), NOT(ISPICKVAL(StageName, "Value Proposition"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Value Proposition"), NOT(ISPICKVAL(StageName, "Id. Decision Makers"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Id. Decision Makers"), NOT(ISPICKVAL(StageName, "Perception Analysis"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Perception Analysis"), NOT(ISPICKVAL(StageName, "Proposal/Price Quote"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Proposal/Price Quote"), NOT(ISPICKVAL(StageName, "Negotiation/Review"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Negotiation/Review"), NOT(ISPICKVAL(StageName, "Closed Won"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Closed Won"), NOT(ISPICKVAL(StageName, "Closed Won"))), AND(ISPICKVAL( PRIORVALUE( StageName ), "Closed Lost"), NOT(ISPICKVAL(StageName, "Closed Lost")))) ) |
主要興趣是科學方法，熱愛學習，對人具有熱忱、熱於從事服務，因此專職於CRM領域發展，曾任職電信公司客服部門與企業管理顧問公司，本身著重於實務，習慣動手做(hands-on)，自學Salesforce CRM有成，目前是CRM獨立顧問，秉持自利利人的精神經營「CRM2.tw」園地，分享並推廣新的CRM策略、實務、學習資源。
- Salesforce CRM顧問
- Salesforce ISV獨立軟體開發
- Force.com應用程式設計開發
- 前艾群科技的客戶服務經理
- 前台灣固網公司的客服處主任
- 前逸凡科技公司的技術顧問
- 前PwC、Deloitte公司的企業管理顧問
- 專長領域：銷售自動化、科學管理、商業科技與應用、顧客導向式經營模式