Template: Automated Google Sheets Sales Pipeline with Salesforce Data
With Unito, you can automatically report on sales data with a spreadsheet without any copying and pasting. Here’s a template that’ll make that easier.
10 Customer Engagement Metrics You Need to Measure
Customer engagement metrics like churn rate, conversion rate, and more help your business track how effective different initiatives are.
Sales Velocity: What It Is and How It’s Measured
Sales velocity is a metric that sales leaders and their teams can use to gauge their performance. Here’s how it works.
How To Use a Spreadsheet as a CRM Platform
CRM tools are crucial for customer-facing teams, especially when you’re moving fast and breaking things. But did you know you didn’t have to spring for expensive software? Here’s how you can turn a spreadsheet into a CRM tool.
What Is a Pre-Sales Support Workflow?
Is a firm handshake enough to secure a deal? These days, a prospect might have any number of technical questions, and they expect collateral before they buy. How do you get answers and support to your sales reps when they need it?