In the pursuit of healthy revenue expansion in B2B markets, accurately tracking recurring revenue (ARR/MRR) and one-time fees is essential for achieving sustained growth. CROs, CEOs, sales leaders, finance and revenue operations teams need powerful tools to track and manage the revenue streams effectively. Integrating HubSpot CRM with Dear Lucy offers a powerful solution, providing seamless tracking and predictive sales analytics to drive informed decision-making.
Sales Performance Management typically requires advanced dashboards that go beyond the native reporting capabilities of Salesforce. In this blog post, we discuss the limitations of Salesforce’s native reports and walk through the report types you’ll need to effectively lead your B2B sales organization.
Salesforce is the gold standard for CRM platforms, powering sales operations for businesses of all sizes worldwide. But even the best tools have their limits, and predictive opportunity scoring is no exception. That’s where Dear Lucy’s Predictive Opportunity Scoring steps in, providing a game-changing feature designed to enhance how Salesforce users forecast sales, prioritize opportunities, and drive results.
HubSpot is a fantastic CRM—your central system of record for the entire customer journey. But when it comes to extracting every ounce of insight from your sales pipeline, it can sometimes leave teams wanting more. Enter Dear Lucy’s Predictive Deal Scoring: a transformative feature designed to elevate how HubSpot users manage their pipeline and prioritize deals.
Sales leaders know the challenge: spotting the deals most likely to close while managing those at risk. Without the right tools, sales forecasting often becomes guesswork, leading to missed targets and wasted opportunities. Predictive Deal Scoring is here to change that. At Dear Lucy, we’ve created a solution that leverages data to replace uncertainty with clarity, helping you focus your efforts on what truly drives results and ensuring every deal gets the attention it deserves.
In the pursuit of healthy revenue expansion in B2B markets, accurately tracking recurring revenue (ARR/MRR) and one-time fees is essential for achieving sustained growth. CROs, CEOs, sales leaders, finance and revenue operations teams need powerful tools to track and manage the revenue streams effectively. Integrating HubSpot CRM with Dear Lucy offers a powerful solution, providing seamless tracking and predictive sales analytics to drive informed decision-making.
Let’s be honest: HubSpot is great for managing sales processes, but when it comes to reporting? You quickly hit a wall.
If you’ve ever tried to build a proper MRR forecast or multi-level goal tracking dashboard in HubSpot, you know exactly what I mean.
So, if you’re wondering why your sales dashboards don’t give you the clarity you need—or why your reps and leadership team still rely on spreadsheets—this post is for you.
Sales forecasting provides a forward-looking view of revenue and helps guide strategic decisions across the organization. However, Salesforce’s native forecasting capabilities leave a lot to be desired. That’s why in this post, we discuss Salesforce’s forecasting limitations and introduce a better alternative.
Data-driven B2B sales leaders know that their teams can’t score if they don’t have a goal. In this blog post, we discuss what effective goal setting and tracking looks like in Salesforce, and how data-driven sales teams can overcome the limitations of Salesforce’s native goal and target tracking functionality.
Sales Performance Management typically requires advanced dashboards that go beyond the native reporting capabilities of Salesforce. In this blog post, we discuss the limitations of Salesforce’s native reports and walk through the report types you’ll need to effectively lead your B2B sales organization.
We can probably all agree that Salesforce is an amazing CRM with severely limited reporting capabilities. To overcome these challenges, businesses often turn to third-party integrations or advanced analytics tools. That’s why in this article, we introduce five Salesforce reporting tools and walk through each of their benefits and drawbacks. This way, you can quickly choose the solution that’s right for your sales organization’s needs.
Sales teams often struggle when they can’t see the invoicing data that determines their commissions. Many sales organizations base commissions on actual invoicing to ensure that sales are tied directly to revenue. However, when this data is locked in Netsuite and not accessible in CRMs like HubSpot or Salesforce, it creates challenges.
For revenue leaders, clear insight into every stage of the revenue cycle is essential. Sales teams rely on Salesforce—a CRM designed for managing pipeline and customer interactions—while financial teams depend on Oracle NetSuite for sales orders and actual invoicing data. This separation can create critical gaps: sales teams miss invoice-level details, and finance teams lack predictive sales insights. Dear Lucy bridges these gaps by transforming Salesforce data into actionable forecasts and merging it with NetSuite’s financial data into a unified dashboard.
Get actionable sales insights and forecasts in minutes.
