Discover how Ingrid, a leading Delivery Experience Platform company, has harnessed the power of Dear Lucy to drive impressive sales growth. Learn from Andreas Sjölund, Ingrid’s Chief Revenue Officer, as he shares his insights on how Dear Lucy’s visual goals and predictive sales analytics have become indispensable in achieving their ambitious targets.
Set up sales goals that actually work — from company revenue targets to team and rep metrics. Learn the strategy behind layered, measurable goal setting, and how to track progress in real time.
Learn how to unlock powerful sales reporting in HubSpot — including forecasting, goal tracking, MRR dashboards, and CRM hygiene insights. Built for sales leaders and RevOps teams using HubSpot CRM.
Digital banking solutions provider Apiture needed a way to get a unified view of sales. The company serves over 400 customers across the United States and uses both Salesforce and HubSpot to manage its revenue operations. “Dear Lucy synthesizes and analyzes the data into widgets that are easy for our CEO and board to consume,” summarizes Matt Ellis, CRO of Apiture.
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.
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.
Valamis Group is an award-winning growth company that creates digital learning solutions for the likes of NASA Epic Challenge and Amadeus. As the company grew, reporting and visibility to data become challenging. CEO Jussi Hurskainen and COO Esa Turunen describe the reporting and communications challenges of a growing company and how they've solved those.
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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