Lifecycle Stages: Best Practices for Mapping the Customer Journey in Your CRM
About
In this practical masterclass, Natalie Furness (CEO, RevOps Automated) and Heather Bakire (Revenue Operations Strategist, RevOps Automated) will demonstrate how to set up lifecycle stages in your CRM. The session will cover:
- Why lifecycle stages are foundational for revenue infrastructure
- Common mistakes in lifecycle stage setup and how to fix them
- How to implement lifecycle in Salesforce, HubSpot, and beyond
- Your questions around lifecycle management
Don’t miss this impactful session full of practical tips for managing lifecycle stages in your CRM instance.
Speakers
Natalie Furness
CEO + Founder, RevOps Automated
Natalie Furness is the founder and CEO of RevOps Automated, a technology consultancy serving international businesses to scale revenue by aligning people, processes and data systems. Natalie is ranked in the top 10 Revenue Operations LinkedIn thought leaders worldwide. She is president of the RevOps Research Collective and internationally recognised author of The Annual RevOps Report. Alongside her day job, Natalie is passionate about inspiring people to influence positive change and evokes action through her keynote speeches and seminars.
Heather Bakire
Revenue Operations Strategist, RevOps Automated
Heather Bakire is a Revenue Operations Strategist & Solutions Architect at RevOps Automated, where she helps clients optimize their go-to-market operations. She is passionate about empowering teams to get the most out of HubSpot and Salesforce. Heather lives in Seattle with her two adorable kids and loves spending time outside rain or shine.
