Question: How do you know your CRM and sales forecasting tools are working? How do you know when you have a predictable business model and have hopped off that roller coaster?
Answer: Your month-end financial statements tell you so.
That’s right – you’ve cleaned your data, segmented and prioritized your contacts and assigned them sales stages. You’re using a CRM and you are generating reports. Now – take a look at your month-end financial statements. Here’s the payoff from all of your hard work: