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Let’s discuss the limitations of your CRM’s if-this-then-that buttons, such as when a deal is won, send an email, which is useful in saving time. However, at some point, growing businesses hit a limit where those if-this-then-that statements aren’t able to solve a more complex problem.

Let’s be honest. If you work on a customer support team, a big part of your day consists of the same performances. You’re the star of a daily show where the script is always the same, “How do I reset my password?”, “Where can I download the invoice?”, and “What does this error message mean?”

You might think that business software is all the same and that one program will do all the work. But different businesses have different needs, and one software won’t answer all the problems that businesses face.

Let’s discuss those “old reliable” systems. You know what I mean. Every business has its QuickBooks file, and the first Excel spreadsheet with the complete customer list. They also have the customer relationship management system, which, in good faith, is a shared folder with contacts.

Let’s be honest about hybrid work. First off, it’s no longer 2020, and the novelty has worn off. What’s left is a complicated new normal. Some people are fully in the office, some are fully remote,

Let’s get right to the point. If your sales team uses Zoho CRM and your finance team uses NetSuite, you are likely stuck in a frustrating cycle. A salesperson closes a deal in Zoho, and then someone, maybe that salesperson

Let’s paint a familiar scenario. New leads come in. There’s excitement. But then the questions come in. What’s the strategy? Call first? Email? Wait three days, a week? What happens after a tactic runs cold?

Remember the last time you put together a piece of flat-pack furniture? What part of the assembly process did you find the most crucial? Was it the assembly instructions

If you’re using Amazon Web Services (AWS), you have a mountain of gold at your disposal. All data clickstreams, transactions, server logs and logs of every interaction are recorded. This data is organized in S3 buckets, CloudWatch stores your performance metrics,

Focus is the missing piece. If you’re trying to track everything, you’re really not tracking anything.
To help you sort through the confusion of what to really track, I have compiled a short and precise list of metrics most sales leaders agree provide the most value in assessing your sales performance on a monthly basis.