HubSpot is an excellent CRM for managing pipelines and acting as a system of record. But when it comes to sales performance management (SPM)—reporting, forecasting, tracking, and coaching—HubSpot’s limitations become apparent. These two tools serve fundamentally different purposes: CRMs like HubSpot focus on organizing data, while SPM solutions like Dear Lucy act as a system of intelligence, turning that data into actionable insights to drive results. Here’s how Dear Lucy complements HubSpot and bridges the gaps to deliver a complete sales performance solution.

The Pain Points of HubSpot CRM

While HubSpot is a powerful tool for managing customer relationships, it presents challenges for businesses that need deeper analytics and automated workflows:

Limited Reporting: HubSpot’s built-in reporting capabilities often lack the depth and flexibility needed for actionable insights, often leading to spreadsheet work and requiring significant manual effort.

Forecasting Constraints: Predictive forecasting tools are minimal or non-existent, making it hard to project revenue and sales performance accurately.

Manual Goal Setting: HubSpot's limited goal-setting features are insufficient for driving performance, often forcing teams to manage goals manually in spreadsheets.

Static Data Views: HubSpot focuses on current pipeline data but lacks historical insights and advanced analytics.

High Manual Workload: Building reports and maintaining data hygiene demand significant effort from SalesOps and RevOps teams.

How Dear Lucy Enhances HubSpot with SPM

Dear Lucy’s Sales Performance Management (SPM) solution is designed to complement HubSpot by providing advanced features that eliminate these limitations. Here’s what Dear Lucy offers:

Predictive SALES Forecasting

• Leverage predictive forecasting tools to anticipate revenue trends and sales performance with precision.

• Utilize predictive deal scoring to identify high-potential opportunities and deals at risk, and optimize resource allocation effectively.

• Align sales efforts across teams based on dynamically adjusted predictive forecasts, ensuring focus on impactful actions.

Sales Target Setting and Tracking

• Intuitively set high-level revenue goals and break them down into actionable targets by team, region, product, or individual.

• Establish and track targets for KPIs across each stage of the sales funnel, driving measurable progress in sales activities, pipeline development, conversion rates, deal size, deal length, and other critical metrics.

• Adjust strategy in real-time based on performance tracking, ensuring alignment and accountability at all levels.

Advanced REPORTING AND Analytics

• Access pipeline snapshots, conversion funnel analysis, and cross-object reporting to uncover growth opportunities.

• Gain complete transparency in recurring revenue (MRR/ARR) with automated reporting and forecasting, ensuring clarity and alignment across key revenue streams.

• Reverse-engineer success and analyze data across business units, teams, or individual contributors to identify trends and uncover actionable opportunities for growth.

Visual Performance Dashboards

• Enhance engagement and understanding with interactive performance dashboards that allow users to explore KPI trends and detailed sales data.

• Gain actionable insights through advanced visuals like leaderboards and traffic light indicators, combined with rich media such as images, videos, and GIFs to drive results and address critical gaps effectively.

• Seamlessly embed dashboards inside HubSpot or display them on office TV screens and intranets for enhanced collaboration and transparency. Leverage as effective meeting tool to drive alignment and actionable decision-making.

Coaching and Gamification

• Empower sales teams with actionable coaching through dashboards that provide 24/7 guidance, delivering clear, data-driven roadmaps to align daily actions with strategic objectives.

• Deliver personal performance reviews with OKRs, combining personalized feedback, performance benchmark and tailored development plans to encourage continuous growth.

• Motivate teams with gamified elements like the Wall of Fame, recognizing top performers and fostering a competitive spirit.

Rewarding and Recognizing Sales Performance

• Automate the reward process with performance-based incentives such as commissions and bonuses, streamlining recognition for achievements.

• Track and showcase milestones, providing visibility into individual and team success to foster motivation and engagement.

CRM Data Hygiene Tools

• Maintain clean, accurate CRM data with dedicated hygiene dashboards to reduce overdue and static deals, and incomplete records.

• Ensure reliable data for better decision-making and improved pipeline efficiency.

Conclusion: CRM + SPM = Sales Excellence

HubSpot is a delightful CRM for organizing and managing sales pipelines, but it’s not designed for advanced performance management. That’s where Dear Lucy shines—automating workflows, delivering actionable insights, and enhancing team performance. Together, these tools create a comprehensive solution that empowers sales teams to excel. Ready to transform your sales strategy?

Interested?

Dear Lucy offers embedded Sales Analytics for HubSpot, Salesforce, Salesloft, Microsoft Dynamics and Pipedrive. Book a call with our expert to learn more!