Sales Reporting: What It Is and How To Do It
Sales teams need reports to know how their initiatives contribute to growing the company’s bottom line. Here’s how you can build the sales reports they need.
12 of the Best Sales Report Templates for Your Teams
The right sales report template can save you a ton of time with essential sales reports. Here are some of the best.
Template: Automated Google Sheets Sales Pipeline with HubSpot 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.
What Is a Marketing Qualified Lead (Or MQL)?
A marketing qualified lead is a potential customer who has interacted with some of your marketing activities but hasn’t yet shown an interest in buying your product or service.
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.
How to Connect and Sync HubSpot to Google Sheets with Automated 2-Way Updates
Learn to build an automated sales report, removing the burden of manual updates from your team. Similar steps apply to Microsoft Excel integrations.
How To Create a CRM in Notion Using Unito [With Template]
Need to give your teams a CRM, but you don’t want to bust your budget? Here are a few steps you can take to turn Notion into the custom CRM your teams need.
The Sales Leaderboard: What It Is and How to Make Your Own
With a sales leaderboard, you can appeal to that competitive side in every salesperson. Here’s how it works.
How To Create a CRM in Google Sheets Using Unito
Need a CRM but don’t want to bust your budget? Here’s how you can use Unito to build a CRM in Google Sheets by syncing Outlook contacts to it automatically.
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 Easily Sync Intercom Conversations to monday.com with Automated 2-Way Updates
Trying to get other teams to support your customer-facing teams can be tough when no one’s using the same tools. Here’s how you can close that gap with Unito.