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OpFocus
United States
Приєднався 16 січ 2013
Boston RevOps Panel: Adjusting to the Economic Downshift with OpFocus, Salesforce, and SalesIntel
Hear a panel of seasoned RevOps executives including
Eric Sargent, Vice President of GTM Ops at Quickbase, Danielle Marquis, Vice President of Revenue Operations at Zappi, Kaitlin MacKenzie, Vice President of Revenue Operations at Onapsis, and Jarin Chu, VP of Marketing at OpFocus discuss how they're adapting to the downshift in the economy including:
- Adjusting business strategy to recover from layoffs and downsizing
- Tactics to pivot from “growth at all costs” to “efficiency” in RevOps and tech stack
- How to be prepared for the future and poised for growth (M&As, leveraging AI, etc.)
00:00 Introduction
03:46 What types of adjustments have you had to make to your team, systems, processes, and measurement after reductions in force (RIFs)?
16:45 What tactics have you seen teams try that have fallen flat?
21:20 What are some of the things in terms of tactics that you've started, stopped, or would continue doing as it relates to tech?
28:34 What are metrics you're starting to track in this unstable market?
36:39 How can RevOps leaders manage the multiple projects and “fires” that often arise?
44:14 What are some important industry trends people should pay more attention to?
Eric Sargent, Vice President of GTM Ops at Quickbase, Danielle Marquis, Vice President of Revenue Operations at Zappi, Kaitlin MacKenzie, Vice President of Revenue Operations at Onapsis, and Jarin Chu, VP of Marketing at OpFocus discuss how they're adapting to the downshift in the economy including:
- Adjusting business strategy to recover from layoffs and downsizing
- Tactics to pivot from “growth at all costs” to “efficiency” in RevOps and tech stack
- How to be prepared for the future and poised for growth (M&As, leveraging AI, etc.)
00:00 Introduction
03:46 What types of adjustments have you had to make to your team, systems, processes, and measurement after reductions in force (RIFs)?
16:45 What tactics have you seen teams try that have fallen flat?
21:20 What are some of the things in terms of tactics that you've started, stopped, or would continue doing as it relates to tech?
28:34 What are metrics you're starting to track in this unstable market?
36:39 How can RevOps leaders manage the multiple projects and “fires” that often arise?
44:14 What are some important industry trends people should pay more attention to?
Переглядів: 73
Відео
Dashboard Dōjō - Masters in the Dōjō Series with Special Guest Steve Mo
Переглядів 276Рік тому
Steve Molis, better known as Steve Mo in the Salesforce world, will join us to share his insights on Salesforce reporting. Steve is a long time contributor to the Salesforce community, and in particular well known for answering THOUSANDS of questions in the Salesforce Reports & Dashboards Chatter group.
Dashboard Dōjō - Setting Up and Using Multi Currency on Salesforce Reports and Dashboards
Переглядів 731Рік тому
Salesforce’s multi-currency capabilities have implications on reporting. In this session we’ll explore the basics of multiple currencies, and then shift to discuss their impact on Salesforce’s data model and reporting.
Dashboard Dōjō - Salesforce Summer ’23 Release Report and Dashboard Features
Переглядів 371Рік тому
Your Salesforce org will be upgraded to Summer ’23 on one of the three release windows: May 19, June 2, or June 9! In this session let’s step through each feature in the release notes and discuss its impact on our reach in reporting. Of note in this release, Salesforce’s Unified Experience for Analytics Home, better known as the Analytics tab, will be generally available (GA)!
Dashboard Dōjō - Salesforce Security & Permissions for Reports and Dashboards
Переглядів 2 тис.Рік тому
There are a few layers of security and permissions controlling what reporting features you can use, what reports and dashboards you can see or edit, and what records and fields appear on them. Join us to step through Salesforce profile permissions, folder sharing, record access and field level security and how they impact Reports and Dashboards.
"What a Unicorn Knows" by Matthew E May and Pablo Dominguez - Book Launch Discussion
Переглядів 110Рік тому
Drawing on a mastery of lean-based methods for achieving maximum effect with minimum means, private equity operators Matthew E. May and Pablo Dominguez provide SaaS leaders with a powerful framework of universally applicable principles that enable any company to effectively accelerate its ability to scale and grow. Learn about the latest and greatest in SaaS at a special book launch party for W...
Dashboard Dōjō - PE Firm Operating Partner Analysis of Market Opportunity
Переглядів 109Рік тому
The operating partner for a PE firm gave me an idea for our next meeting. He asked for help analyzing the addressable market by industry of one of their portfolio companies, showing the number of accounts, past won opportunity counts, %, and amounts, open pipeline counts and amounts, and related analysis on the weighted pipeline. To achieve this we set up a Custom Report Type and used it with S...
Dashboard Dōjō - Masters in the Dōjō Series: Aaron Crear
Переглядів 75Рік тому
Aaron Crear travels the world to share his platform and reporting knowledge at Salesforce community events. He confounded and writes for reportforce.blog, while working as a consultant. Aaron is a long time speaker at Dreamforce, World Tours, and local community groups. He joins us in the Dōjō to share his passion for reporting and demo some things he’s been working on.
Dashboard Dōjō - Getting Started with Salesforce Reports II
Переглядів 209Рік тому
Continuing with our Getting Started with Salesforce Reports series we’ll dive into the world of filters, formulas, joined reports and charts. The goal will be to introduce and provide context for each topic, while sharing resources (such as prior Dōjōs and favorite blogs) to learn more. Join us!
Dashboard Dōjō - Getting Started with Salesforce Reports I
Переглядів 397Рік тому
We’re going to borrow an idea from our friends at Automation Hour and host a series of sessions on getting started. We’ll go over the basics of why do reporting in the first place, how to think about data and your data model, what permissions you’ll need to be a reporting super user, and what report types do for us. We’ll then walk through the Lightning Report Builder to try out the various rep...
Salesforce Standard Report Types
Переглядів 1,1 тис.Рік тому
The most important decision you make in reporting in Salesforce is the first one- which report type to use. We don’t talk about them a lot, but they have such an impact on the reports we are able to produce. Salesforce provides about 75 or so Standard Report Types. In this Dōjō session we’ll talk about them, their use cases and special features. Join the discussion!
Dashboard Dōjō - Salesforce Spring ’23 Report & Dashboard Features
Переглядів 1,3 тис.Рік тому
Are you ready for Salesforce's Spring '23 release? There's a lot packed in for Reports & Dashboards! Personalized Report Filters allow us to create a "My Filter" on any User Object Lookup Field. A number of updates are specific to Unlimited Edition, such as an increase to 15 Subscriptions for both Reports and Dashboards, the ability to add text and graphics to Dashboards, and an increase from 3...
Masters in the Dōjō Series: Evan Ponter
Переглядів 141Рік тому
Evan Ponter is well-known in the Salesforce community for his popular presentations on process automation and reporting and his writing for reportforce.blog. He is a regular speaker at Dreamin events around the world, Dreamforce, and local community groups. He joins us in the Dōjō to share his passion for reporting and demo some things he’s been working on.
How can sales-led SaaS embrace Product-led Growth to drive net new ARR?
Переглядів 81Рік тому
- Today’s SaaS boardrooms are abuzz with conversations about Product-led Growth (PLG). It’s no surprise as to why. Amidst a choppy macro landscape, investors looking for efficient growth are naturally drawn to PLG for its lower CAC and higher LTV relative to sales-led SaaS. RevOps leaders have been tasked with sorting the operational challenge of launching a PLG motion that complements - rather...
Dashboard Dōjō - Drive Adoption For Your Reports and Dashboards
Переглядів 123Рік тому
The worst feeling in the world (ok, maybe not the WORST), is creating an analytics masterpiece and realizing a while later that it’s gone unused. In this session we’ll discuss ways to drive adoption, from embedding analytics into Page Layouts, leveraging Favorites, sharing Folders, and getting permissions right. We’ll also talk about training users to take advantage of what you’ve built, throug...
Dashboard Dōjō - Salesforce Mobile Reporting
Переглядів 324Рік тому
Dashboard Dōjō - Salesforce Mobile Reporting
Dashboard Dōjō - Conditional Formatting in Salesforce Reports & Dashboards
Переглядів 3,3 тис.Рік тому
Dashboard Dōjō - Conditional Formatting in Salesforce Reports & Dashboards
Dashboard Dōjō - Winter 23 Features and the Reporting Roadmap from Dreamforce
Переглядів 132Рік тому
Dashboard Dōjō - Winter 23 Features and the Reporting Roadmap from Dreamforce
Should leaders focus on automation before budgets are cut?
Переглядів 14Рік тому
Should leaders focus on automation before budgets are cut?
How do you set the right tone regarding company culture?
Переглядів 11Рік тому
How do you set the right tone regarding company culture?
How long does it typically take to get a return on automating processes?
Переглядів 10Рік тому
How long does it typically take to get a return on automating processes?
What does RevOps mean at your organization? How can you establish a RevOps process?
Переглядів 16Рік тому
What does RevOps mean at your organization? How can you establish a RevOps process?
What can you do to develop your internal team during a down economy?
Переглядів 8Рік тому
What can you do to develop your internal team during a down economy?
How do you maintain your tech stack considering your internal and external resources?
Переглядів 4Рік тому
How do you maintain your tech stack considering your internal and external resources?
How do you fill technical roles when your budget is reduced?
Переглядів 3Рік тому
How do you fill technical roles when your budget is reduced?
What does operational efficiency look like in your organization?
Переглядів 46Рік тому
What does operational efficiency look like in your organization?
Recession Proof Your RevOps - How do you build a foundation for operations, automation, and data?
Переглядів 8Рік тому
Recession Proof Your RevOps - How do you build a foundation for operations, automation, and data?
These series have been incredibly helpful for me to learn everything there is about SFDC reporting. Thank you for doing these!
Great video. Simple and easy to understand.
Very insightful! Thanks
Good vdo!
As usual, Dōjō kicks it! Thank you for another great session!
I am wondering: is it technically feasible to setup and enable Snapshot Reports for a more complex report structure, like 'Opportunities with Opportunity Products' or is this limited to one-level object? Can't help but think this could be taxing on data quota...?
Hey, thank you so much for the video. I have a question: Is it possible to track progress in option 2 in hours instead of days?
Very cool Thanks for the video. Do you have a video going into the details about how to create a report/dashboard off of the newly created snapshot info once data starts populating?
Hi, I have a question: Is there a way to download a report with conditional formatting applied and also send it via mail with the report attached? Either in classic or lightning experience?
Very valuable ressource. Thank you so much for sharing this. I will be wathching the whole list.
very useful really
Hello. Thanks for the video it is very helpful. I am having a really hard time getting my picklist field to let me map into the field from the source report. I have it as a text field on the object and the picklist is on the report but it does not let me choose the option of the picklist when mapping. Do you have any thoughts as to why? Thanks!
The answer is because this guy does not understand what *customer success* is. Once he learns the ins and outs of actual customer success, he’ll realize why Gainsight is far superior to a sales tool like SFDC He’s not there yet lol.
Can we display the dashboard on home page in mobile app ??
Evan is a genius. This approach is so powerful.
Amazing tutorial every thing is discuss clearly and very easy to understand for everyone
David, great to see you on UA-cam!
Hello, I have created this in our Salesforce org for a custom object we have called “pricing requests”. I am wanting to track the time in each stage as you show in this video and on the OPfocus webpage. The issue I am having is the new “request stage change record” is being created when changing the stage manually; however, it is mot creating a record if the stage is changed by another process builder or approval process. Any advice on this?
Would love to see an example of this using a summary report (where totals are grouped) in order to keep row counts manageable. Having a hard time getting the fields to show when in summary report to map accordingly.
Hi Jon, thank you for the feedback. I will commit to doing another Dashboard Dōjō session on reporting snapshots... by far this has been the most popular of our over 30 hours of videos so far. You can find the others at: www.dashboarddojo.com/resources/. David
not a great instructor.
Hey thank u for your vidio really works but I have an question as you know the quotations changed to won or lost so can have a report for last year or last three months before thr quotations had changed please help
I still can't get that second PARENTGROUPVAL formula to work. Did he post the new formula yet? Also when I try to use GRAND_SUMMARY, I get an error that says it doesn't exist. Is there some type of trick to using that function?
Can you do one of these for capturing trends in your lead pipeline? Im having trouble illustrating how our lead pipeline morphs
Hi - yes, create your source report on key fields from the Lead object- ie Name, Status, etc. Create a target object which has a corresponding field for each of the columns in the source report plus a date field called Date to store the date of the snapshot. Then tee up the reporting snapshot to run on a regular schedule- ie weekly. Watch the data flow in and then create your reports and dashboards! Good luck!
Extremely informative, thank you! I love that this exists.
Thank you, Jessica! We have over 30 hours of other Salesforce report and dashboard videos on the Dashboard Dōjō site: www.dashboarddojo.com/resources/.
instead of a field for each stage can you help me know how to create a single field which displays duration of current stage?
Thanks so much for this video! Really helped me with a huge project that is working very well now :)
That helped me a lot thx
Loved this content. Thanks @David for hosting a great place to talk about best practices with Dashboards.
Thanks for the informative video! Had a quick question regarding the Projected Amount Won formula for the Joined - Won Opps and Open Opps report: The first block we filtered for Closed/Won Opportunities only, and by that logic, won't the win rate always be 100%? In which case the Projected Amount Won would always equal the Sum of Amount for Open Opps? (multiplying amount:sum x1)
I like your vids. I think you deserve way more views. If I was you I would look into using smzeus . c o m. I’ve been using it to promote my main channel and it helped me get my videos higher in the search results!
Will this component also show on Mobile App ? As far I know, Custom Lighting component won't be visible on Salesforce Mobile App.
While attaching static resource file getting error as "Error: static resource cannot exceed 5 MB". My downloaded file size is 8 MB. What can I do now?
Awesome video. A quick idea on Lightning components. keep going, buddy. They are very helpful for beginners.
Hi to learn is there a free version of the dev console?
Hello bro, I need your help on something i am working. My gmail id is parameshfall15@gmail.com. Please ping me i can share you the details. Thank you.
This is an amazing tutorial! I was able to understand the flow so well! Thank you so much!
An excellent introduction to Wave dashboards. Well done!
A very useful video for Beginners
how to download the lightning zip file
Great video! Thanks
For quick formatting or indentation: *SHIFT + TAB*
Can't hear you
I am following this session now. Am also trying to complete my Lightning Components Superbadge, final step 10. Can anyone help with this please?
i am having trouble with adding design system to static resource..
why it is saying give a legal name for bundle, tried many names.. plz help
A huge thank you
Great video. Thanks!
please post moree videos
Sweet and simple !
You save my time!