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.
Dear Lucy has been approved for the Finago Partner Network. Finago is a leading provider of financial management software in Finland and offers its customers cloud-based financial management software and services. With a pre-built integration, Finago customers can now sign-up for Dear Lucy’s Financial Dashboards that make it easy to keep of core financial metrics in real-time.
Dear Lucy has been officially approved for the HubSpot App Marketplace. The new Marketplace listing page allows HubSpot customers to easily connect their HubSpot with Dear Lucy and set up real-time business dashboards. Scott Brinker, VP Platform Ecosystem at HubSpot, featured Dear Lucy at INBOUND19 conference in Boston.
Dear Lucy has been officially approved for the Pipedrive Marketplace. Dear Lucy integrates effortlessly with Pipedrive and our dashboards make it easy to keep track of sales and to share sales data across the organization. Pipedrive Marketplace is a place to discover apps and 3rd party integrations that enhance and expand Pipedrive.
Nordic HR-service provider Sympa and Dear Lucy launch a new, smart Sympa HR Dashboard to help HR teams illustrate the impact of human resources decisions. “Sympa HR has a sophisticated reporting engine and vast reporting possibilities. As we combine these with Dear Lucy’s great usability and sharing features, I believe we have created something really special”, comments Petri Lankinen, Sales and Marketing Director of Sympa.
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.
We're happy to announce our new sales reporting solution! With our pre-built sales dashboards, your first dashboards are up and running instantly once you connect Dear Lucy to your favourite CRM system. The pre-built dashboards serve as a starting point by offering examples of dashboards for different situations e.g. top management meetings, sales team meetings, the board of directors dashboard and an example of a dashboard for the office TV. The new dashboards with Salesforce, HubSpot, Pipedrive, Oracle Engagement Cloud, Visma Severa and Lime CRM.
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