Master Your Sales Processes in Salesforce Lightning

Well-implemented sales processes support powerful and insightful reporting. Companies look to update their Opportunity Stages for a variety of reasons, including a new CRO, the introduction of a defined renewals effort, or the addition of an inside sales team.

In this on-demand webinar, David Carnes, CEO of OpFocus, Inc., will step through the various features available in Salesforce Lightning that can be used to reinforce the sales process. Then he’ll show how these can be combined in a step-by-step update in Salesforce Lightning (with many of these concepts applying to Salesforce Classic as well).

Key takeaways include:

Discuss using Path to reinforce your sales process                        

Understand a number of Lightning's features, such as Lead and Opportunity Settings, Validation Rules, and more

Review each step in updating Stages in Salesforce   

Learn how InsightSquared can enable your sales team with robust Salesforce reporting


David Carnes
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Founder and CEO, OpFocus, Inc

Max Lydstone
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Sr. Director, Biz Ops, InsightSquared

Matisha Ladiwala
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VP Product, InsightSquared

Grace Abbot

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David is the founder and CEO of OpFocus. He founded OpFocus, Inc. in 2006 with the goal of helping companies run better businesses through improved systems, processes and reporting. Prior to OpFocus, David was Practice Manager at Theikos, Inc., a leading Salesforce consulting partner that was later acquired by Astadia, Inc. Before Theikos, David was a Corporate Applications Manager at MarketSoft Corporation where he managed systems by day and immersed himself in sales and marketing operations by night.

Prior experience includes Director of Revenue Operations at Digital Ocean, Chief of Staff at Unitrends, and Director of Sales & Marketing Operations at Dyn (Oracle). Max credits his career to great relationships with great people, creative analytics, smart process, and system efficiencies. His favorite quotes are “sometimes slow is fast” and “if you can’t explain it simply, you don’t understand it well enough”. When he isn’t working, Max enjoys cooking (and eating), fixing things around the house, golf, and most of all spending time with his wife and 4 children.

Matisha comes to InsightSquared from Mautic, a marketing automation startup in Boston where she served as VP of Product. Prior to that, she held various roles in Sales Operations, Marketing Operations and Business Intelligence at companies such as Constant Contact, Sophos and IBM. Matisha received her MBA and a Masters in Information Systems from Boston University. In her time off she likes to cook, exercise and enjoy the outdoors as much as possible.

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About InsightSquared
InsightSquared helps revenue operations professionals make better decisions by equipping them with actionable, real-time intelligence on sales and marketing KPIs. Businesses rely on our solutions to forecast more accurately, better manage pipeline, tailor rep coaching based on individual performance, understand marketing attribution, and conduct data-backed planning and analysis.