Find which CRM fields your team actually fills in, and which to hide, merge, or make required. Reads a HubSpot, Salesforce, or any CRM CSV export and reports fill rates, placeholder junk like n/a and unknown, sparse, constant, and duplicate fields, and fill by owner or team, ending in a cleanup plan. Never changes your CRM.
Get ready for the weekly deal review or forecast call with one page per deal and the deals at risk ranked first. Each page shows MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export from HubSpot, Salesforce, or any CRM, plus your notes.
Decide which rep gets each new lead, and prove the rules work before they go live. Turns your routing policy into an ordered rules file with tests (existing accounts, partners, segment, region, junk filters), then routes a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV; never writes to your CRM.
Clean up the sales pipeline before the forecast call: find deals with past close dates, stuck stages, no recent activity, or missing fields. Reads a HubSpot, Salesforce, or any CRM CSV export, checks fields required by stage and zero amounts, and writes a hygiene score plus a fix list for each rep. Drafts rep notes for you to send; never edits the CRM.
Define your ideal customer profile and work out how big your market is from a list of companies, such as a CRM export. Applies hard filters for your serviceable market, scores every company into A, B, and C tiers with reasons, values TAM, SAM, and target with ACV by company size, and writes a tiered account list for territories or outbound.
Prep the weekly forecast call: closed won, commit, best case, and pipeline by rep and team for the quarter. Compares this week's CRM export with last week's and explains every move by deal: slipped, pulled in, upgraded, downgraded, new, won, lost, and dropped. Works with HubSpot, Salesforce, or any CRM CSV, and flags data problems before the numbers.
