Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals

Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals

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.

Best Salesforce Reporting Tools for B2B Sales Teams in 2025

Best Salesforce Reporting Tools for B2B Sales Teams in 2025

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.

Simplify Sales Commission Tracking by Integrating Netsuite with HubSpot/Salesforce

Simplify Sales Commission Tracking by Integrating Netsuite with HubSpot/Salesforce

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.

Unified Dashboard for Salesforce & NetSuite: Enhancing Revenue Operations & Intelligence

Unified Dashboard for Salesforce & NetSuite: Enhancing Revenue Operations & Intelligence

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.

Introducing Oracle NetSuite Integration for Dear Lucy

Introducing Oracle NetSuite Integration for Dear Lucy

We’re excited to announce our latest integration: Oracle NetSuite now seamlessly connects with Dear Lucy, bringing your sales invoice and sales order data directly into our platform. This integration is designed to transform raw transaction data into powerful, actionable revenue reports—empowering your team to make informed decisions, faster.

Predictive Opportunity Scoring for Salesforce: Unlock the Full Potential of Your Pipeline

Predictive Opportunity Scoring for Salesforce: Unlock the Full Potential of Your Pipeline

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.