Leading Complex Go-Lives
How to plan and execute a successful go live for complex projects. We'll cover best practices and practical tips for...
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Tools/Processes
Running Productive Retrospectives
We'll talk through what it means to run a truly productive retrospective and how to apply best practices to yours...
Strategic Project Management Made Simple
Strategic project management doesn't have to be a complicated process. In this practical session, RevOps Delivery Manager Ryan Tanner will...
Moving from Profiles to Permission Sets in SFDC
We’ll talk about why Permission Set Groups are superior to Profiles in Salesforce and how you can begin to use...
What is CPQ and When Do You Need It?
In this session, we'll talk about what CPQ is, what it's used for, and how to know when your org...
Establishing a RevOps Intake Process
In this session, our CEO Jen will talk about why it's so important for RevOps to have a clearly established...
Intro to Salesforce Campaigns
In this session, Katie will discuss how to create Salesforce campaigns that set you up for successful attribution.
Spring ’23 Salesforce Release Review
In this session, our RevOps Architect, Kyle Crouse, will talk through Salesforce's Spring '23 release notes and their impact.
Salesforce CPQ Pricing Methods
In this session, we will cover various pricing methods for subscriptions, assets and Percentage of Total products.
Attribution & Salesforce Campaigns
In this session, Katie and Kat will walk through the foundations of attribution and creating campaigns in SFDC.
Salesforce Automation: Picking the Right Tool for the Job
In this webinar, RevOps/Solutions Architects Kyle Crouse and David Kile will cover: ⚖️ Standard vs. Custom: Learn when it's smarter to...
Enable Your Sales Team to Have More Effective Upsell Conversations
In this webinar, Sr. RevOps consultant Trent Allen will talk about the role upsells play in an effective GTM strategy,...