For sales teams, setting and monitoring sales goals and sales performance is key to success. We put together our best tips for defining sales quota and other key goals for 2022. We also include a practical example of a personal sales dashboard view for a sales rep.
How to Use Dear Lucy Inside HubSpot - With the New Content Embedding Feature
Monthly Product updates: What’s new in October?
Our Monthly Product updates provide a quick overview of our latest features so you can easily stay up-to-date on what’s new. We now offering new tools to help you customize your dashboards. You can access our full tile gallery to build your own dashboards, view your full CRM data with our new Data Viewer and add new Sales Velocity metrics to your dashboards.
Video Solutions Provider Videoly Brings Structure to Its Rapidly Growing Sales Team with Dear Lucy
Nordic market leader Videoly is a product video hub for online retailers and brands. The rapidly growing sales team was looking to extend the reporting capabilities of HubSpot and present sales KPIs in a clear and visual way. “Our sales meetings are a lot more meaningful now as we are looking at relevant numbers and can focus on discussing conclusions and actions,” comments Patric Lindström, Head of International Sales.
How to Create an Inbound Sales Strategy for Your Business
What are the best practices of inbound selling? The blog features actionable tips that you can apply on your next sales call. Whether you're selling on a daily basis or coaching someone who is, this information can be applied right away. A guest blog by Kyle Jepson, The Senior Inbound Sales Professor at HubSpot Academy.
A Growing Company Needs Clear and Visual Reports on Key Sales Figures – Siili Solutions Improves Sales Transparency with Dear Lucy
Siili Solutions is a combination of a digital agency and technology powerhouse that specializes in digital strategies and creative technical solutions. Siili’s growth targets are high, and continuous sales development is important. Siili’s Chief Commercial Officer Pasi Ropponen spoke to us about how Dear Lucy has made it easier to track sales and communicate the key figures in a clear, visual way.
Monthly Product Updates: What's new in August?
Read our Monthly Product updates for a quick overview of our latest features. You can now track and visualize recurring revenue (ARR/MRR) from Salesforce, track sales team activities from Salesforce, analyze historical sales pipeline development over time from Pipedrive, combine metrics from multiple currencies, and search the Dear Lucy table views to quickly find what you’re looking for.
Monthly Product Updates: What’s New in July?
How to Track Recurring Revenue with HubSpot and Dear Lucy Dashboards - With Your Current HubSpot Plan!
Managing your SaaS sales or revenue operations with HubSpot? Struggling to build the right sales and revenue dashboards in HubSpot to accurately monitor your ARR or MRR figures? You’ve come to the right place. This blog post outlines how you can stay on top of your key recurring revenue metrics with HubSpot and Dear Lucy dashboards - also if you’re using the free HubSpot CRM.
Integrated Sales Dashboards for Salesforce and HubSpot - Apiture Creates a Unified and Shared Source of Truth with Dear Lucy
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.