Are your sales pipeline reviews efficient and effective? I’ve had the opportunity to work with sales managers in various industries to improve their pipeline and forecasting processes. Here are some common challenges I often see: You spend much of the pipeline meeting watching reps fumble through Excel reports, emails and Evernote to find basic information…

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In many organizations, sales forecasting is almost a completely manual process run on spreadsheets. That means the sales leader has to chase down individual reps for information, manually merge all the data, and painstakingly validate it. No matter how hard you try to maintain accurate forecasts, your spreadsheets are likely to contain errors. Credible research…

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