Is your SMB Leveraging CRM for Better Sales Forecasting and Reporting?

1 min read

Key Takeaways:

  • QuarterOne is a London-based startup that offers sales forecasting and reporting software for small to mid-sized businesses (SMBs).
  • Their platform enables SMBs to leverage their CRM systems for improved sales forecasting accuracy and reporting.
  • Co-founded by Michael Foulkes and Richard Mann, QuarterOne is revolutionizing the way SMBs utilise their CRM data for sales forecasting.
  • QuarterOne offers a unique, CRM-connected, automated number crunching process for real-time business forecasting.
  • The company is set to bring significant changes to the SaaS, Marketing, and Small and Medium Businesses industries in the future.

In the realm of small and medium-sized businesses, sales forecasting and reporting can often be an overwhelming task, laden with daunting data and complex calculations. Enter QuarterOne, a startup headquartered in London that offers a forward-thinking solution. This sales forecasting application for SMBs taps into the underutilised power of Customer Relationship Management (CRM) systems to provide critical insights and predict future performance.

Founded by Michael Foulkes and Richard Mann, QuarterOne leverages the data available in CRM systems to generate automated and accurate sales forecasts. This means SMBs can now have a clearer, more reliable vision of their business’s future, enabling them to make more informed decisions.

What differentiates QuarterOne from its competitors is its innovative approach to automating sales forecasting and reporting. Instead of groups of individuals manually reviewing the CRM data and sales pipelines, the startup engages a more tech-based route. QuarterOne connects directly to existing CRM systems like HubSpot and Pipedrive, and through a process it describes as “automated number-crunching”, it transforms the raw sales data into meaningful forecasts – all without requiring the user to leave their CRM application.

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Additionally, QuarterOne has an edge in the market by seeking to unlock the potential of CRM systems that are frequently underexploited by businesses. The majority of SMBs utilize CRMs for contact management, but often overlook the wealth of sales data that they hold. By harnessing this data, QuarterOne provides a streamlined and holistic view of the sales pipeline, delivering unprecedented accessibility and accuracy in forecasting and reporting.

Looking to the future, QuarterOne has the potential to redefine the way SMBs perceive and use their CRM data. With the use of CRM systems on the rise, businesses are increasingly looking for ways to derive maximum value from their data. By providing a tool that not only simplifies but also enhances the forecasting process, QuarterOne is well-positioned to become a go-to solution for SMBs.

Simultaneously, QuarterOne’s unique approach is poised to bring about a paradigm shift in the industries it operates within – namely SaaS, Marketing, and SMB. The startup is essentially forging a new path, one that integrates CRM with sales forecasting, thereby driving greater efficiency in these sectors. To keep up with the happenings at QuarterOne, follow them on their social media: Website, Twitter, LinkedIn.


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