5 Reasons Why Your Annual Budget Template Needs an Upgrade

5 Reasons Why Your Annual Budget Template Needs an Upgrade

Is your company budget template making your life easier, or harder? There are five reasons why your annual budget template needs to be immediately upgraded. And – despite what the ‘experts’ say, using an Excel spreadsheet is still one of the most effective ways...
How to Forecast Sales in 2019

How to Forecast Sales in 2019

Is your company one of the 70% doing it wrong? Let’s find out. Knowing how to forecast sales in today’s technology fueled world is key to ensuring long term business growth for your enterprise company.  But what if your process is off, or fast becoming...
Is Your (Excel) Sales Forecast Template Out of Date?

Is Your (Excel) Sales Forecast Template Out of Date?

Is your (excel) sales forecast template out of date? Your sales forecasting process could be way off base. A great sales forecast template does three things.  #1: It makes it easier for you and your team to identify and understand business risks.  #2: It...
The Quintessential SAAS Sales Funnel

The Quintessential SAAS Sales Funnel

The SAAS sales funnel has been around for over 150 years and is still the cornerstone for building a successful sales strategy. The funnel normally includes stages of the sales cycle in which the sales reps cover a key piece of the sales process. It has been one of...
Is Sales Forecasting possible in SalesForce?

Is Sales Forecasting possible in SalesForce?

Throughout my career I’ve seen many organizations struggle to create a sustainable sales forecasting process in Salesforce. Salesforce is designed as a CRM for collecting data. But after  20 years of being in business when it comes to extract meaningful data that...
What should your sales forecasting tool do for you?

What should your sales forecasting tool do for you?

When it’s time to upgrade or build new sales forecasting tools and processes in your company, it’s a good idea to stop and develop some requirements. In the 8 years, I have been working as a sales data analyst, I’ve seen companies across all stages...