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You've seen it happen before - the sales pipeline was looking great until two weeks before the end of the quarter, then it basically falls off a cliff!  The deals are still there.  Marketing are producing leads.  The sales team are still celebrating new wins and the sales funnel looks healthy.  But it just happened again: dreaded "DEAL SLIPPAGE" means you might not make target this quarter.  

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. 

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.

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. 

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. 

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.