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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. 

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. 

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. 

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.