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ease
features
design
support

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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

In just a few simple steps, you can enable countless team members to accelerate their progress and achieve their objectives. Our platform integrates effortlessly with a variety of applications such as Salesforce, Zendesk, Outreach, Stella Connect, and many more. Utilize a wide range of templates or design your own custom goals using Pathlight's sophisticated metric creation workflows. Thanks to Pathlight’s intelligent organization chart, you can implement your goals within minutes. Across every office and in every country, ensure that everyone is aligned with the same information. With a single click, you can recognize your team's achievements or deliver focused coaching to individuals. Performance data is automatically included in every message, streamlining the process. If you notice a team member struggling, our 20+ customizable coaching templates make it easy to provide the necessary support. Enhance the effectiveness of your 1:1 meetings with our ready-made agenda templates, ensuring that every discussion is purposeful. This approach not only boosts performance but also fosters a culture of continuous improvement within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Outreach
Pipedrive
SaaShop
Stella Connect
Sympa
WeStrive
Zendesk

Integrations

Salesforce
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Outreach
Pipedrive
SaaShop
Stella Connect
Sympa
WeStrive
Zendesk

Pricing Details

€149 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Pathlight

Founded

2017

Country

United States

Website

www.pathlight.com/product/how-it-works

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

Sales Analytics

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

Sales Coaching

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

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

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

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