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How to use QuarterOne to track your sales & account team performance

Does your business have a CRM system yet you still find it hard to track and understand sales team performance? Don't worry, you are not alone.

CRM tools such as Salesforce, Pipedrive or HubSpot, are great at capturing sales team activities. Yet, because CRM sales data is fluid, figures can easily be moved between periods and changed retrospectively. This can undermine its integrity and can make is difficult to use CRMs to track team performance effectively. In addition, many service businesses think in terms of reportable monthly revenue, rather than booked contracts and are focused on performance at a client level rather than sales team targets. 

We created QuarterOne to solve these very problems. And here's how it helps you understand and track performance. 

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5 hacks to get paid quicker by your large customers

It's a huge day when you win your first big customer contract - and certainly one to celebrate! However, bigger organisations, come with bigger considerations that you need to be aware of.  You should be prepared for dealing with big departments, rather than your original contacts and being presented with a standard terms of business to sign - which is usually non-negotiable.

The news might also come that you won't get paid for 3 months or even longer if you have to do the work first. It's not uncommon for larger customers to insist on 60-120 day payment terms. Sometimes there's nothing you can do but accept the terms, however there are a few things you can do to soften the impact and here they are!

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Tools to revolutionise your business operations that cost less than you think.

Whether you run a large or small business, good communication and effective collaboration is key to keeping the cogs turning and things moving in the right direction. Getting simple components right can have a big impact on productivity, revenue generation and staff morale, get them wrong and things can slip, mistakes can be made resulting in an unhappy and struggling business.

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QuarterOne Becomes a HubSpot Connect Beta Integrator

QuarterOne announced recently that it has joined HubSpot as a Connect Beta Integrator. HubSpot, a leading growth platform, works with Connect integrators to help grow their business through listing and marketing and distribution resources to increase shared customers. Connect Beta Integrators are independent software vendors who have built an integration with HubSpot and been accepted to the Connect Beta Program. 

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QuarterOne Featured in AccountingWEB

CEO & Co-Founder Michael Foulkes, met with Francios Badenhorst, Business Editor for AccountingWEB this week to talk through the idea and creation of QuarterOne plus plans for the future. 

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Goodbye Spreadsheets, Hello QuarterOne - how we're revolutionising revenue forecasting

Introducing QuarterOne...

Let’s be honest.  Our idea for QuarterOne started life out of a very common frustration felt by sales and finance teams everywhere.  Having worked together, in senior financial positions, for a couple of amazing businesses, we couldn’t believe there wasn’t a better solution for producing a sales forecast. Every time the CEO said “we need a new revenue forecast for the board”, you could hear the groans from the sales and finance teams a mile away. 

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Revenue Forecast vs. Sales Pipeline – what’s the difference?

If you've ever managed a small business, no doubt at some point you've been asked to prepare a forecast, normally under the premise that the company's board or investors want to see some updated figures. 

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5 CRM Quick Wins for Sales Teams

It sounds obvious but a CRM is a key tool for any sales team, in that it can help produce an accurate sales pipeline report, assist in the overall sales process and improve efficiencies in the team.

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