We have worked with dozens and dozens of Pipedrive customers to design sales and revenue reports, recurring revenue insights, and revenue projections. In this post, we cover our best tips for Pipedrive sales and revenue reporting.
How to Customize Dear Lucy Colors?
Dear Lucy Gets a New CTO in Hannu Pölönen
Hannu Pölönen will join Dear Lucy as Chief Technology Officer (CTO) and as a member of the Executive Leadership Team. With more than 15 years of experience in technology and product development leadership at growth companies, Pölönen brings extensive experience Software-as-a-Service (SaaS) development to Dear Lucy.
How To Track Recurring Revenue (ARR & MRR) With Salesforce?
How to Use Dear Lucy Inside HubSpot - With the New Content Embedding Feature
Video Solutions Provider Videoly Brings Structure to Its Rapidly Growing Sales Team with Dear Lucy
Nordic market leader Videoly is a product video hub for online retailers and brands. The rapidly growing sales team was looking to extend the reporting capabilities of HubSpot and present sales KPIs in a clear and visual way. “Our sales meetings are a lot more meaningful now as we are looking at relevant numbers and can focus on discussing conclusions and actions,” comments Patric Lindström, Head of International Sales.
How to Create an Inbound Sales Strategy for Your Business
What are the best practices of inbound selling? The blog features actionable tips that you can apply on your next sales call. Whether you're selling on a daily basis or coaching someone who is, this information can be applied right away. A guest blog by Kyle Jepson, The Senior Inbound Sales Professor at HubSpot Academy.
A Growing Company Needs Clear and Visual Reports on Key Sales Figures – Siili Solutions Improves Sales Transparency with Dear Lucy
Siili Solutions is a combination of a digital agency and technology powerhouse that specializes in digital strategies and creative technical solutions. Siili’s growth targets are high, and continuous sales development is important. Siili’s Chief Commercial Officer Pasi Ropponen spoke to us about how Dear Lucy has made it easier to track sales and communicate the key figures in a clear, visual way.
How to Track Recurring Revenue with HubSpot and Dear Lucy Dashboards - With Your Current HubSpot Plan!
Managing your SaaS sales or revenue operations with HubSpot? Struggling to build the right sales and revenue dashboards in HubSpot to accurately monitor your ARR or MRR figures? You’ve come to the right place. This blog post outlines how you can stay on top of your key recurring revenue metrics with HubSpot and Dear Lucy dashboards - also if you’re using the free HubSpot CRM.
Integrated Sales Dashboards for Salesforce and HubSpot - Apiture Creates a Unified and Shared Source of Truth with Dear Lucy
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.