Scrum & Agile Methodologies
An introduction to Scrum & Agile best practices, led by Sr. RevOps Engineers.
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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...
Running Productive Retrospectives
We'll talk through what it means to run a truly productive retrospective and how to apply best practices to yours...
How to Create Peak Customer Experiences
SaaS buyers crave frictionless, human experiences. If you can deliver those, you can maximize the LTV of every customer. In this...
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...
Cracking the PQL
In this session, we'll talk through the basics of the PQL (product qualified lead), plus things to think about and...
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...
Prioritization for RevOps
We’ll talk about how to prioritize work based on gaps in the customer experience and how to balance reactive work...
Intentional PLG Strategy
In this training, we’ll unpack what PLG means for RevOps and GTM teams. We will highlight what architecture and process...
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.
Defining RevOps in 20 Minutes
In this training, we'll talk about what RevOps is, what it isn't, and why it's necessary for companies looking to...
PQLs vs. PQAs
In this session, our CEO, Jen, and Principle Consultant, Adam, will talk about the core differences between PQLs and PQAs,...
Salesforce CPQ Pricing Methods
In this session, we will cover various pricing methods for subscriptions, assets and Percentage of Total products.
PQLs vs. PQAs
In this session, Jen will walk through the definitions you need to know as you begin to implement a product-led...
Attribution & Salesforce Campaigns
In this session, Katie and Kat will walk through the foundations of attribution and creating campaigns in SFDC.
Getting Product-Led Sales Right
How do you balance your product-led growth, marketing, and sales activities? By truly understanding the customer journey and changing your...
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...