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.
Ken Liebkind, an investor and a board professional at the Swedish Alfvén & Didrikson, encourages growth companies to implement transparent and real-time reporting practices to keep both the team and investors up-to-date. We had a chance to talk with Ken and discuss growth company reporting and how it has changed in recent years. Ken also provides his list of top 5 metrics for a SaaS company.
Data driven management is a big trend. Leaders these days need accurate KPI data in real time and transparently enough to be easily communicated to the organization and interest groups. Yet efficient KPI management is easier said than done. We have developed a four-stage KPI management maturity model that lays out the typical stages that companies go through when improving their KPI management.
With the increasing possibilities to accurately measure company performance, KPI tracking and data-driven management are gaining popularity. We developed a framework, “the Dear Lucy KPI management maturity model”, that describes the typical stages of maturity in managing businesses with KPIs. The framework also lays out a roadmap for those who want to take their organization to the next level in smooth and efficient KPI management.
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