Posts tagged CRM
Optimize your Salesforce Opportunity Stages for CRM Adoption

The right opportunity stages can make or break your ability to forecast, coach reps, and drive adoption/accuracy of the CRM. How often do you look at your funnel in Salesforce and question the quality, forecast, and health of an opportunity? We recently spent time analyzing opportunity stages across our customer base and learned a few things.

Read More
Kyle Lacy on the Number One Issue in SaaS: Dirty Data

FunnelCake interviews Kyle Lacy, the VP of Marketing at OpenView Venture Partners, about the importance of data cleansing. 

Read More
7 bad CRM habits that wreck your forecast

Quality data in your CRM means accurate forecasting, hitting targets, and improving the sales process. It’s also required for Marketing to prove lead conversion and contribution to revenue.

There are stellar sales reps out there, ones that can close new deals at the drop of a hat but goes rogue when it comes to the data entry into CRM. But how do you tell this rep apart from a bad one? How do you make the good ones great? It depends on what their bad CRM habits are trying to hide.

Here are the most common ones with information about how it's hurting you, how to identify it, and how to fix it. 

Read More