A well-built, regularly reviewed pipeline report isn’t just a sales tool — it’s the crystal ball that shows you where your business is heading, who’s driving growth and how to close the gaps before ...

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting, to gather the right data and hold everyone involved ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...