As we have said before we find that many of our customers use multiple systems (or multiple spreadsheets) in different parts of their sales processes, which makes it hard for owners and managers to really understand their sales funnel and making it nearly impossible to forecast real business results

We have witnessed many companies using one spreadsheet to track incoming leads, another for assigning sales reps, another for tracking the progress of the opportunity and then a completely different system to create custom proposals for each prospect. 

As a result, sales people are inefficient, leads get missed or forgotten, managing the sales team is difficult, and forecasting is wildly inaccurate.

Sales people want quality leads, business owners want those leads taken care of, and customers want a professional approach they can trust. Having an end-to-end system that is tuned to your business can help everyone get what they want.

If you are looking to increase your businesses predictability through better lead and deal management, more professional and consistent estimate and proposal generation and more--we would love to chat and see if we can help.