As everyone has stated, CRM is the starting point. Can’t forecast if you can’t track activities, then look at a solution like Clari
NotCreativeEnough
Big Shot
0
Professional Day Ruiner
there's a ton of them out there. We use Clari at my company. Salesforce has a few reports in it as well I'm sure. You could also do it manually in Excel
jefe
Arsonist
0
🍁
CRM? We use HubSpot but any should do the trick.
ChumpChange
Politicker
0
Channel Manager
You basically need some form of CRM with pipeline management capabilities. From there you and your team will list your "winnable" deals and the revenue associated with them with the expected win/close dates.
12 comments