5 blind spots in your CRM
Matthew Menard
“My CRM is a sparkling picture of absolute truth” —said no one, ever. Except Dr. Seuss. We all know CRM tells an incomplete story about the state of your business. We know that data isn’t always formatted properly, or that the fields don’t match our business perfectly. But just how wrong is your CRM data?…
5 counter-intuitive insights hidden in CRM
Matthew Menard
Whether it’s day 1 of the quarter or a week from close, it is always there looking at you from the horizon: your forecast. If you dare to look at your CRM forecast, it can feel like a gut punch: you may be millions of dollars away from your target, with no hail-mary prospects to…
Sales Forecasting is not the same as Revenue Forecasting
Editor
So let’s start by defining what I mean by a “Sales” forecast. I came late to the Sales CRM world having spent many years running groups designing and developing financial forecast, planning and budgeting systems. In conversations with CRM customers, large and small, it is clear that there is a difference between a sales forecast…
AI and the Hubble Deep Field Connection
Editor
Customer facing selling time is precious every quarter. Sales teams have to quickly determine which deals will close and can’t afford to spend a lot of time on ‘what if’ scenarios. Time is equally valuable on the Hubble Space Telescope. Every operational second is reserved months to years in advance. So, imagine the response when…
Moneyball: How to be the Billy Beane of Sales
Amit Pande
Major league baseball and sales organizations have something very much in common. Sure, the competitiveness of sales professionals can rival that of professional athletes, but what I’m referring to is the need for data. In 2003, Michael Lewis wrote the bestselling book, Moneyball. Some of you may have read the book, others may have seen…
Use Data Science to Increase Rep Productivity
Roxanna Farshchi
For years, reps have predicted their quarters based on scant historical knowledge, shakey trend lines, and a mix of pure optimism, healthy skepticism, and good old fashioned best guessing. What else did we all have to go on? As sales execs, we lay our careers on making that number as accurate as possible--as positive as…