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features
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Description

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Description

Sales organizations worldwide realize significant benefits by leveraging Goalplan's Platform Solution. Experience the enhancement of your organization's performance through real-time insights and analytics. Goalplan effectively transforms your business data and KPIs into visual representations. This allows for comprehensive tracking of various data types and delivers the critical insights needed to elevate performance levels. By digitizing management processes, you can enhance company performance, set and share goals, manage sales budgets, and facilitate coaching and communication with your teams. Additionally, it helps in delegating essential tasks efficiently. Engagement levels rise as you share campaigns, disseminate information, and organize sales competitions, enabling your entire workforce to learn, develop, and stay well-informed. The implementation of Goalplan among our frontliners and sales management teams has proven to be transformative. We have experienced increased speed and control, which in turn boosts our productivity and frees up valuable time that can be redirected towards our sales efforts. Ultimately, this shift allows us not only to work smarter but also to focus on what truly matters—achieving our sales targets.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive

Pricing Details

€149 per month
Free Trial
Free Version

Pricing Details

$25 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dear Lucy

Founded

2014

Country

Finland

Website

www.dearlucy.co/features

Vendor Details

Company Name

Goalplan

Founded

2016

Country

Sweden

Website

www.goalplan.com

Product Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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