Teams | Collaboration | Customer Service | Project Management

What high-performing sales and customer support teams have in common

A data-driven performance culture. It’s something that leaders strive for but often don’t realise can be created just by sharing data openly with everyone. “Data-driven culture” is a phrase that's been around long enough to feel like a cliché, but the underlying problem of a team without one hasn't gone away. It’s one of the first things that comes up in new customer conversations at Geckoboard.

The Complete Guide to AI Funnel Builders: What They Are and How They Work

Marketing funnels have changed dramatically over the past decade. What once required months of manual setup and constant tweaking now takes days or even hours. The reason? AI funnel builders. These tools combine automation with data analysis to help businesses create sales funnels faster and with better results. Let's break down what they are, why they matter, and how to choose the right one for your needs.

Sales and marketing alignment needs a live view, not a better process

Ask any sales leader whether marketing leads are any good (and I’ve had a lot of those conversations), then ask marketing whether sales follows up quickly enough. You will get two very different answers - and both teams will be right. According to HubSpot's 2024 State of Sales Report, sales professionals at aligned companies are 103% more likely to beat their goals than those at misaligned ones. Yet only 30% of sales professionals say their teams are strongly aligned.

Slack School | Slackbot for Sales Teams

If you sell with Salesforce, this one’s for you. See how Slackbot can help you spend less time switching tabs and more time hitting your quota. From capturing leads and checking Salesforce records to prepping for customer meetings and prioritizing what to tackle next. If you aren't sold on Slackbot, you will be after this episode. Class dismissed!

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.

Sales Pipeline Forecasting: From Guesswork to Growth

Without visibility into likely revenue, you’re flying blind. That means missed targets, wasted resources, and gut-based decisions that erode profit over time. But when you know how to forecast sales from your pipeline, you can make data-driven, confident decisions that support your bottom line. Here’s how.

Dashboard gamification increases our sales activity

Flowbird, a CRM and software automation agency specializing in HubSpot, Pipedrive, and Make implementations, struggled with inconsistent sales performance and lack of real-time activity visibility. By implementing Geckoboard's TV dashboards, they transformed their sales culture through gamification and real-time metrics, leading to improved activity levels and faster deal progression. Jason Rainbird is the Managing Director at Flowbird.

Why Sales Enablement Is a Super-Powered Shared Services Group in Companies

Organizations are constantly seeking ways to improve efficiency, drive revenue growth, and foster collaboration across departments. Sales enablement has emerged as one of the most crucial shared services groups within companies, bridging the gap between sales, marketing, and product management to ensure teams work seamlessly toward common goals.

Guide to reporting on your HubSpot sales pipeline

Managing a sales pipeline can feel overwhelming without the right insights. Deals are progressing, but without clear data, it’s tough to know what’s working and what’s holding things up. That’s where HubSpot’s sales pipeline reporting comes in. It gives you visibility into every stage of your pipeline, helping you catch issues early and keep your team focused on the most important tasks.