Common issues we hear from Sales Leaders
My marketing team is sending garbage leads/customers/opportunities.
I can’t track opportunity/deal stage over time - when was it in Stage X and how long was it there?
I don’t trust the product usage / non-sales data that is in Salesforce.
My execs aren’t asking the right business questions.
I don’t understand revenue per customer.
I don’t understand the lifetime value of a customer.
Revenue comes from many places (closed/won, Stripe, Paypal etc.) and my reporting doesn’t reflect all the sources.
I don’t know how a lead was originally acquired and the context of their visits.
My count of sales qualified leads that marketing says they are generating doesn’t match the new leads worked by my sales team.