Is your (excel) sales forecast template out of date?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...
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...
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