Customer Spotlight: DocPlanner

Customer Spotlight

Customer Spotlight: DocPlanner

Given its massive market and sales growth, Docplanner attempted to build a CRM in-house, but quickly realized this wasn’t a scalable solution given its business needs.

Rachel Serpa

Rachel Serpa

May 24, 2016

Sales Reporting vs. Sales Intelligence - The Great Debate

Sales Performance

Sales Reporting vs. Sales Intelligence - The Great Debate

Although the terms “sales reporting” and “sales intelligence” have traditionally been used interchangeably, the recent surge of big data and real-time analytics is cause for companies to make an important distinction.

Rachel Serpa

Rachel Serpa

May 10, 2016

5 Questions to Ask When Evaluating Sales Software

Sales Software

5 Questions to Ask When Evaluating Sales Software

What’s the best, most effective way to evaluate today’s array of sales CRM options? Here are 5 critical questions to ask that will help you avoid unpleasant surprises and narrow down the playing field.

Rachel Serpa

Rachel Serpa

May 5, 2016

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