Syncle scaled its international sales team across Europe and North America while keeping every rep, manager, and investor aligned. With Dear Lucy’s real-time dashboards and predictive forecasting, Syncle gained clear visibility into pipeline health, performance, and revenue pacing — all without manual reporting or scattered tools.
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.
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.
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.
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.
Sales forecasting provides a forward-looking view of revenue and helps guide strategic decisions across the organization. However, Salesforce’s native forecasting capabilities leave a lot to be desired. That’s why in this post, we discuss Salesforce’s forecasting limitations and introduce a better alternative.
Data-driven B2B sales leaders know that their teams can’t score if they don’t have a goal. In this blog post, we discuss what effective goal setting and tracking looks like in Salesforce, and how data-driven sales teams can overcome the limitations of Salesforce’s native goal and target tracking functionality.
We can probably all agree that Salesforce is an amazing CRM with severely limited reporting capabilities. To overcome these challenges, businesses often turn to third-party integrations or advanced analytics tools. That’s why in this article, we introduce five Salesforce reporting tools and walk through each of their benefits and drawbacks. This way, you can quickly choose the solution that’s right for your sales organization’s needs.
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.
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.
Sales teams often struggle when they can’t see the invoicing data that determines their commissions. Many sales organizations base commissions on actual invoicing to ensure that sales are tied directly to revenue. However, when this data is locked in Netsuite and not accessible in CRMs like HubSpot or Salesforce, it creates challenges.
We’re excited to announce our latest integration: Oracle NetSuite now seamlessly connects with Dear Lucy, bringing your sales invoice and sales order data directly into our platform. This integration is designed to transform raw transaction data into powerful, actionable revenue reports—empowering your team to make informed decisions, faster.
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.
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