Export & Import Salesforce Data to Excel & Google Sheets
Do you want to shorten your long-winded Salesforce data export and import processes? We’re here to help you. When you’re done reading this guide, you’ll have actionable tips...
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How to Export Data from HubSpot to Google Sheets and Other Exporting Options
Do you export data from HubSpot to Google Sheets regularly?You’re not alone. Let’s face it: while HubSpot is a great platform, it has its limitations. In fact, some...
Building a World-Class Dashboard with Google Sheets and Google Data Studio
In an earlier post, we discussed how to produce a dashboard or report using Google Sheets. Using Google Sheets (or any other spreadsheet software) is pretty useful but...
Sales Operations Reporting: What is it? How is it Implemented? And Why is it Important?
Are your sales operations reporting an absolute nightmare? If you answered “Yes,” then you are not alone. Many companies struggle with building meaningful sales ops reports due to...
How to Track Lead to Opportunity Conversion Rate in Google Sheets
Are you looking to track your lead to opportunity conversion rate using Google Sheets? It’s not as complicated or as tedious as you might think. In this guide,...
How to Build a Weekly Sales Report in Google Sheets (Templates Included)
Overview: Weekly Sales Report If you want to integrate more data-based decisions and strategies into your sales process, start exporting data from your Salesforce or HubSpot account to...
How to Do a Sales Forecast with Exponential Smoothing in Google Sheets
Overview If you want to predict a sales forecast effectively, you need to use your historical data to build reliable and comprehensive forecasting models. However, sales can fluctuate...
How to Make Your SFDC Funnel Analysis 10x Better
Salesforce (SFDC) funnel analysis helps you uncover problematic and inefficient parts of your sales process. The best sales leaders take a surgical approach to understanding how deals move...
How to Work with Your Salesforce Data in a Spreadsheet Without Ever Exporting It
Have you ever exported Salesforce data to Google Sheets so you could massage the data just the way you want? You’re not alone. It’s common to go from...
The Ultimate Guide to Using Pivot Tables in Google Sheets
With huge amounts of data, it can be challenging to come up with clear-cut conclusions or summarize information from a simple spreadsheet table view. That’s why pivot tables...
The Ultimate Guide to RevOps (Revenue Operations)
Overview With a RevOps center, you can minimize wasting resources by aligning all the processes, people, and platforms necessary to generate revenue. It also helps improve profitability, innovation,...
Tools for Effective Revenue Operations Strategy (RevOps Tech Stack)
With the sheer number of software and apps available for revenue-related and customer-facing functions, choosing the best tools to include in your Revenue Operations technology stack can be...