Your marketing and sales dashboards need to display numbers that matter to you. Not just vanity metrics. This means reporting on your most requested MSP services, like managed cloud solutions, network assessments, or backup and disaster recovery.
The last thing you want to do when you're overwhelmed with leads is put them in Excel sheets. The only thing you're going to accomplish with that is losing them.
Is your sales team hitting their numbers? That may depend on whether the leads that they receive from your marketing efforts are good enough for your sales people to act on. Other times, good leads are lost over the duration of the sales process simply because someone forgot to follow-up to close the deal. Whatever the case, there’s plenty HubSpot CRM can do to help plug those leaky lead gaps in your strategy.
If you’re in the B2B world, you know how long it can take to win a contract.
People resist change. If you’re on the front line of sales, you’re probably familiar with this.
If you’re in Sales, you’ve always got the sales goal looming. Success is measured in the number of sales you make, the money you’re bringing in, and your close rate.