Is Your (Excel) Sales Forecast Template Out of Date?

Is Your (Excel) Sales Forecast Template Out of Date?

Is your (excel) sales forecast template out of date?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