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.
Sales forecast accuracy is becoming a must-have metric for CROs and RevOps leaders. This guide explains how to calculate it, what accuracy benchmarks to aim for, and how modern sales teams improve it — plus how Dear Lucy’s new Forecast Accuracy Dashboard automates the process inside HubSpot, Salesforce, Pipedrive, and Dynamics 365.
Sales forecasting provides a forward-looking view of revenue and helps guide strategic decisions across the organization. However, Salesforce’s native forecasting capabilities leave a lot to be desired. That’s why in this post, we discuss Salesforce’s forecasting limitations and introduce a better alternative.
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