Discover how to forecast sales in Pipedrive with greater accuracy. Learn how to overcome common limitations and unlock forecasting dashboards powered by real pipeline data.
Customers
Discover how Ingrid, a leading Delivery Experience Platform company, has harnessed the power of Dear Lucy to drive impressive sales growth. Learn from Andreas Sjölund, Ingrid’s Chief Revenue Officer, as he shares his insights on how Dear Lucy’s visual goals and predictive sales analytics have become indispensable in achieving their ambitious targets.
Goal setting
Set up sales goals that actually work — from company revenue targets to team and rep metrics. Learn the strategy behind layered, measurable goal setting, and how to track progress in real time.
HubSpot, Sales analytics, Forecasting, Goal setting
Learn how to unlock powerful sales reporting in HubSpot — including forecasting, goal tracking, MRR dashboards, and CRM hygiene insights. Built for sales leaders and RevOps teams using HubSpot CRM.
Customers
Digital banking solutions provider Apiture needed a way to get a unified view of sales. The company serves over 400 customers across the United States and uses both Salesforce and HubSpot to manage its revenue operations. “Dear Lucy synthesizes and analyzes the data into widgets that are easy for our CEO and board to consume,” summarizes Matt Ellis, CRO of Apiture.
Salesforce
Salesforce is the gold standard for CRM platforms, powering sales operations for businesses of all sizes worldwide. But even the best tools have their limits, and predictive opportunity scoring is no exception. That’s where Dear Lucy’s Predictive Opportunity Scoring steps in, providing a game-changing feature designed to enhance how Salesforce users forecast sales, prioritize opportunities, and drive results.
