For Everyone

  • April 9, 2020

    How We Connect Clients in the SaaS Community

    “What’s your biggest challenge to growth in 2020?” David asked a room full of SaaS professionals. This was at Dreamforce, where we hosted a luncheon for our clients at Hakkasan San Francisco. It was a great opportunity to get together and share what they saw as challenges and opportunities going into the new year. We love to connect clie

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  • April 8, 2020

    How We Help Clients Navigate the SaaS Landscape

    What’s the best way to get around San Francisco during Dreamforce? You have so many options: walk or bike, Uber or Lyft, Bird or Lime. And how best to navigate the SaaS landscape? But there’s one option that has no substitute -- a chartered trolley -- and our clients agree! The trolley ride was a unique way to experience San Fran

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  • April 7, 2020

    How We Give Clients a Bird’s Eye View of the SaaS Industry

    Over 171,000 people attend Salesforce’s annual Dreamforce conference in the Fall. The conference features incredible thought leaders, captains of technology, and major private equity firms in the SaaS industry. The energy is incendiary. It’s also a lot to take in. It’s exhilarating to meet so many people, attend workshops & talks,

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  • Compliments Get Competitive: How OpFocus Builds a Culture of Feedback
    March 27, 2020

    Compliments Get Competitive: How OpFocus Creates a Culture of Feedback

    At OpFocus, we’re hyper-focused on helping our clients slay the growth dragon, overcome obstacles, and achieve their ambitious goals. To do this, we give each other a ton of feedback, be that at the end of each meeting, mid-project, or during our quarterly reviews. We find this helps us deliver world-class service for clients, and helps each

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  • How to care for kids as a work from home parent
    March 18, 2020

    How to Care for Kids as a Work from Home Parent

    If you're a work-from-home parent during this COVID-19 situation, you've come to realize a very uncomfortable fact: your children are also now your coworkers for the foreseeable future. After 20+ years of working and 18 years of being a mom, I’ve developed several strategies for working remotely with young children and teenagers at home.

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  • 5 Ways to Stay Focused When Working From Home
    March 17, 2020

    5 Ways to Stay Focused in the Age of Coronavirus

    The Challenge I hope that one day soon I'll need to edit this blog post with an update to remove all mentions to the word "coronavirus." Until then, it's going to be a fact of life -- professionally and personally -- that we're all going to work from home, learn from home, catch up with friends from home, etc. for the foreseeable future. T

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  • People First: How to Stay Calm, Healthy, Focused during the COVID-19 Coronavirus Crisis
    March 16, 2020

    People First: How to Stay Calm, Healthy, Focused in Crisis

    This is not the first blog post you’ve read about the COVID-19 coronavirus crisis, but we're taking the situation seriously here at OpFocus. One of our Core Values is “People First,” and our community's health, safety, and well-being is our top priority. At OpFocus, we work 100% remotely, with an unlimited PTO policy, so our team has

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  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • October 4, 2018


    This article appeared in full on OPEX on September 20th, 2018 In the past 20 years, companies have fundamentally changed the way they consume business systems. Data management could slow a company or enable growth. Efforts in reporting and analysis took time and were reliant on centralized IT departments. This dependency on began to wane in

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  • Superbadge Tips and Tricks
    March 29, 2018

    Superbadge Tips and Tricks

    Hello, all you trailblazers! Every day it seems as if there is a shiny new Salesforce Badge or even better a super shiny new Superbadge to add to your collection. Having just completed a number of Superbadges as part of the new Platform Developer II Certification, I am here to tell you sometimes you have to jump through hoops when your code is

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