David’s role as Chairman & Chief Digital Evangelist is centered around driving meaningful client engagement and business development. The key to this is serving as an advisor to OpFocus’ SaaS clients as they scale their revenue operations and embrace digital transformation.
In his early career, David worked in IT and operations for software companies, developing an interest in CRM, marketing automation, and analytics while building out systems, processes, data, and reporting for the business teams he supported. He earned a Masters in Software Engineering and credits a Harvard summer class in database management for opening his eyes to what systems could do to support operations. In founding OpFocus in 2006 David took another step toward focusing on business operations, seizing on Salesforce’s vision and never looking back.
David is a frequent speaker at Salesforce and Salesforce community events around the world, mentors through the Trailblazer Mentorship Program hosts Dashboard Dōjō, and serves as a Platform Champion and a Pi-TaP board member. Due to his involvement in the trailblazer community, David’s recently been awarded the position of Salesforce MVP!
Effective Reports and Dashboards are key to the perceived ROI of any CRM system. While clearly not as powerful as a BI tool, the Reports and Dashboards functionality in Salesforce supports operational analysis for its users. In 2020, I launched Dashboard Dōjō, a twice-monthly webinar series, to help improve skill levels worldwide.
Over the years I have visited hundreds of art museums around the world. Some favorites include the Hakone Open Air Museum in Japan, the Musée d’Orsay in Paris, and our very own MFA in Boston.