Sales analytics

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2020 State of SMB Sales White Paper

2020 State of SMB Sales

In this whitepaper we take a look at what has changed for SMB sales teams in recent years, the main issues facing SMB sales teams, and the role of technology at small and mid-sized companies.

Learn from the past and prepare for the future with monthly recurring revenue Article

Learn from the past and prepare for the future with monthly recurring revenue

Learn how monthly recurring revenue is calculated and how SaaS companies can leverage it to create more accurate sales forecasts and better budgets.

Total revenue formula (+ 4 metrics every sales rep should know) Article

Total revenue formula (+ 4 metrics every sales rep should know)

Use five key formulas to help you evaluate your company’s finances.

The power of lead value in sales forecasting Article

The power of lead value in sales forecasting

Learn how to determine lead value and how it can be used to build sales forecasts that result in a more accurate impression of your future revenue.

How to leverage the exponential smoothing formula for forecasting Article

How to leverage the exponential smoothing formula for forecasting

In this post, we’ll cut through all of the dense algebraic equations to explain what exponential smoothing is and how it’s used in sales forecasting

How to use sales psychology to increase lead conversion rates Article

How to use sales psychology to increase lead conversion rates

To increase your lead conversion rate, you need to understand how consumer biases play out in…

8 ways to effectively manage your CRM data Article

8 ways to effectively manage your CRM data

With just a little forethought, your sales team and company can be smart data owners. Here's a list of 8 ways you can effectively manage your customer data.

Customer data management: 8 ways to manage and protect your customer data Article

Customer data management: 8 ways to manage and protect your customer data

With just a little forethought, your sales team and company can be smart data owners. Here's…

How to increase sales: 8 data-driven strategies Article

How to increase sales: 8 data-driven strategies

Every sales manager wants their team to increase sales. Follow these tips to make it happen.

Free sales forecast template from Zendesk Sell Article

Free sales forecast template from Zendesk Sell

Check out this free sales forecasting template that can help teams of any size make smarter predictions.

The 5 step sales process road map (infographic) Infographic

The 5 step sales process road map (infographic)

Let's walk through the key steps in the sales process starting with how to create a roadmap, moving from prospecting to qualified leads and finally closing.

Build a watertight B2B sales funnel in 5 steps Article

Build a watertight B2B sales funnel in 5 steps

A B2B sales funnel doesn’t just capture new business. It’s also your key to nurturing existing…

Build a watertight B2B sales funnel in 5 steps Article

Build a watertight B2B sales funnel in 5 steps

A B2B sales funnel is key to nurturing existing customer relationships and improving the sales process. Discover 5 tips on how to create a sales funnel.

11 important sales pipeline metrics to track in 2019 Article

11 important sales pipeline metrics to track in 2019

Want to gain more leads, keep prospects moving through the sales funnel, and close more deals? Start by tracking these sales pipeline metrics.

How to build a sales pipeline (and why you should) Article

How to build a sales pipeline (and why you should)

Learn how to build a sales pipeline to help you forecast better, close more deals, and fully leverage the knowledge your team has about the way your customers buy your product.

How a sales pipeline template sets sales teams up for success Article

How a sales pipeline template sets sales teams up for success

The most successful sales teams are also the most organized. Get started with sales pipeline management with this free template.

6 pipeline reports that will help you optimize the sales funnel Article

6 pipeline reports that will help you optimize the sales funnel

Use these six main pipeline reports to gain insight into current pipeline performance and become a more successful sales team.

Must-have CRM dashboard elements for sales teams Article

Must-have CRM dashboard elements for sales teams

The right CRM dashboard is essential in providing a visual overview of sales operations and highlighting if everything is on track or not. Dive into must-have elements for a CRM dashboard.

34 powerful CRM reports you should be using Article

34 powerful CRM reports you should be using

CRM reporting provides valuable insights that can improve your sales process. But do you know which reports can provide answers to which sales questions?

4 steps for aligning sales and finance forecasts Article

4 steps for aligning sales and finance forecasts

Explore how communication and the proper sales tools can create a strong synergy between sales and finance, yielding increased visibility and accountability within your company's forecasts.