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.
Sales goal setting is the backbone of any successful sales strategy. Clear, actionable, and measurable goals not only motivate sales teams but also create a roadmap for revenue growth and long-term success. Yet, crafting effective sales goals isn’t as simple as setting a revenue target and hoping for the best. It requires strategic planning, tailored objectives, and real-time tracking to stay on course.
Swedish customer support platform Kundo needed a simple and clear way to present sales reports from HubSpot. All the relevant data was in the CRM system but the company was struggling to create simple and pedagogical ways to visualize progress and forecast sales effectively. “Dear Lucy gives us both a quick overview for those who need it, but also the opportunity to dig deeper into our key figures,” comments Christian Petterson, Head of Sales at Kundo.
We are happy to announce that the Swedish IT consultancy Tromb has chosen Dear Lucy to replace manual sales reporting with a visual sales management tool. Tromb is a specialist in digital business development. The team develops systems, apps, and advanced web solutions for its clients across industries.
Today we are excited to announce a partnership with Kaks.io Labs. Kaks.io Labs is a certified, Platinum-level HubSpot Partner that creates meaningful digital experiences on the HubSpot Platform. Together, Kaks.io and Dear Lucy aim to help companies using HubSpot to visualize their sales and marketing data to maximize the full-potential of data-driven decision making.
Get actionable sales insights and forecasts in minutes.
