Who at OpFocus will I work with?
…– OpFocus outlined a roadmap to accelerate help PI’s team consolidate data and create a 360º view of their customer Evariant – OpFocus designed & implemented the Demand Unit Waterfall,…
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search results for: data
SaaS RevOps Success: Nailing Your Next Acquisition
…people, systems, processes, data, and reporting. At stake is the efficient running of the combined entities and their ability to scale thereafter. Join a panel of proven RevOps leaders who’ve…
What is a formal Requirements Document?
…in place today and what does your Salesforce instance currently look like? This portion includes the systems, processes, data, integrations, and roles that currently make up your Salesforce org and…
Building Customer Success Excellence in Salesforce
…leader, you understand the value of aggregating data and creating a 360º view of your customer. When teams set out to accomplish this view, they are faced with the challenge…
How to sell your executive team on a Roadmap and Growth Services
…visibility? If employees are working without common goals, executive initiatives are going to meet bottlenecks. Lack of confidence in data—are your executives struggling to identify a source of truth? With…
What Are the Consequences of Putting Off a Roadmap?
…performance data. As teams, technologies, and tasks continue to expand, you won’t be able to see “under the hood” of your organization as easily. As a result, you may have…
How to Choose the Best Salesforce CPQ Implementation Partner (for Your Business)
…approval processes Quote inaccuracies and inconsistencies Data management and quality issues Difficulties creating custom quotes Revenue reporting limitations and inaccuracies The next step is to consider the type and level…
Finding The Balance – Matthew Amadea – RevOps Rockstars
…a data visualization tool called Thoughtspot for their at-a-glance view, along with platforms like Snowflake and Pendo. Matthew enjoys that Thoughtspot enables them to share information with the entire team,…
Firing Yourself From RevOps – Will Post – RevOps Rockstars
…focused more on planning the company’s future vision rather than analyzing historical data on past performance. Creating meaningful partnerships with stakeholders across the business and with external partners provides additional…
Putting The Right People In The Right Places – Tyler Uteg – RevOps Rockstars
…discussion are Jarin Chu, VP of Marketing, and David Carnes, Founder & Chief Evangelist from OpFocus. Let’s hear from Tyler about ensuring his database has reliable data! https://www.youtube.com/watch?v=SonWEGcacPY Listen on…
Adjusting to the Economic Downturn – RevOps Panel with OpFocus, Salesforce, and SalesIntel
…they might be emotionally attached to, coach them on the importance of making data-driven decisions, and to consider the overall impact on the team’s productivity. Evaluate requests for new tools…
Spring Cleaning – Decluttering the Reports Tab in Salesforce.com
…As with bad or messy data in the system, a disorganized Reports tab leaves users feeling depressed about the system. The following tips can help you do some Spring Cleaning…
3 GREAT Salesforce Features You Can Set up in Minutes
…calls while sitting at the airport, or pull up a name before entering a meeting. Mobile Lite gives your users FREE read-write access to their data in Salesforce.com. It allows…