Webinar: How to Revamp Your Sales Stages in Salesforce


Most companies change their Sales stages a few times as they grow. This may be sparked by the arrival of a new CRO, the addition of new products, or a need to support a new sales motion. Making the corresponding updates in Salesforce doesn't have to be daunting.

In this webinar, our partners at OpFocus break down this project into four phases: Planning, Feature Selection, Buildout and Test, and Migration. We will demonstrate the various features available to reinforce our chosen methodology using Salesforce's newer Lightning interface (though the majority of the concepts apply to the older Classic interface as well).

To download the presentation, please enter your information in the form below:

  • Insight Venture Partners Office

    Insight Onsite

    Capital is a commodity. Insight Onsite is not. Our program is tailored to providing useful advice to growing companies. We’ve built scalable programs and a talented, committed team of operators who work alongside portfolio companies. We are obsessed with getting better at our craft, learning from mistakes, staying ahead of technology trends…