OpFocus Mission

Mission Critical

Need more out of Salesforce.com, Crystal Reports or Excel? Want help with data, process improvements or training? Go from Mission Critical to Mission Accomplished with OpFocus.

Focused on Results

At OpFocus, we don’t just come in and erect another silo of information. From day one, we roll up our sleeves with you to find out what’s working and what could be done better. With a collaborative, win-win approach, we help integrate your systems, processes and teams towards greater operational efficiency. By working closely with your business units and IT team, OpFocus will help you increase revenue, reduce costs, and operate more productively than ever before.

Blog: OpFocus on Salesforce

8 Tips for Improving Your Messy Salesforce.com Data

September 2, 2009 : Posted by David Carnes

The ugly truth is that nearly every company that leverages a CRM system has the following traits:

Their data is not as good, useful or clean as it should or could be.
They are embarrassed by their data, and worse yet, don’t fully trust it to support decision making.
Their users feel depressed and sluggish when they think [...]

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3 GREAT Salesforce Features You Can Set up in Minutes

July 7, 2009 : Posted by David Carnes

We use the following three Salesforce.com features all day long. They take only minutes to set up- and will make your users more productive and satisfied with the system.

Agent Console (a.k.a. the Console tab)
It continually disappoints me to see how few Salesforce customers even know this gem exists. The Agent Console uses “frames” in your [...]

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Spring Cleaning – Decluttering the Reports Tab in Salesforce.com

June 16, 2009 : Posted by David Carnes

With Spring having returned to the Northern Hemisphere, many have endured the annual ritual of a thorough house cleaning. Now is a great time to apply the same discipline to an area of most Salesforce.com systems that is cluttered and disorganized- the Reports tab.
A common sight in systems is a confusing pile of tens or [...]

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Successful Recent Event

On the morning of Tuesday September 22 in Burlington, MA Salesforce.com and OpFocus hosted a special event focused on helping companies get more out of their Salesforce.com systems. Salesforce.com presented on leveraging the Force.com Cloud Platform and David Carnes of OpFocus demonstrated the setup and use of several great features such as the Console, Mobile Lite, Email to Salesforce, History Tracking, and Rollup Summary Fields. We will be presenting similar material via webinar in October- check back for registration details soon.

Testimonials

“OpFocus designed and implemented process, automation, and reporting for our Inside Sales and Sales teams within Salesforce.com…” Read on »

“Our business productivity has doubled since we engaged OpFocus…” Read on »

“OpFocus plays a critical part in the success of our business…” Read on »