The QFlow.ai Blog

Three years ago, using HubSpot for anything other than marketing automation was frowned upon. Sales ops didn’t like HubSpot CRM¹. Sales reps didn’t get it.

A lot has changed.

As QFlow.ai has grown over the last twelve months, one area of our focus has been supporting our most security-minded customers’ needs.

Many of these types of enhancements take place behind the scenes. So when they don’t, we celebrate a bit…

We are pleased to announce that QFlow.ai is now Okta-verified and available in the Okta Integration Network.

🎉🎉🎉

TLDR: we’re pleased to announce that we’ve caved. You can now track MQLs and SALs with consolidated campaign insights on QFlow.ai.

Background: We’ve always been skeptical of “MQLs.” Reporting on MQLs felt so rudimentary, like configuring a Tableau chart or modifying the step-function logic that often drives the creation of an MQL itself.

To be in the position of manager carries responsibility. It is a big deal.

This post is written for first-time managers, but It might contain a couple reminders if you’ve been in the manager game for a while. In recent weeks, I’ve spoken to your highly ambitious direct reports. Some of what I heard prompted me to write this post.

Salesforce.com forecasting features are typically a pain to configure, use, and maintain. An industry of sorts has emerged to address some of Salesforce’s shortcomings.

The shift toward remote/hybrid selling is shining a light on the folly of organizations that rely on a small subset of sales superstars to hit their number.

In part, that’s what Jacco Van Der Kooij and the good folks at Winning by Design warned about (“science over superstars”) in their 2018 book, The SaaS Sales Method.

We’ve written about in-quarter sales forecasting and the importance of data hygiene and sound, repeatable process when it comes to calling your current quarter accurately.

With the formation of QFlow.ai, I wanted to share a bit about what QFlow is and does, but also try to answer the question: why build QFlow?

Let’s begin with the problem. Both I and my co-founder have spent years in executive positions (CFO, VP Finance, VP Operations, VP Marketing, etc.) at B2B companies. At each company, between sales, marketing, customer success, and finance, we had a lot of tools generating a lot of data. But our organizations were by and large stuck with outdated tools and skills to analyze that data.

To be in the position of manager carries responsibility. It is a big deal.

This post is written for first-time managers, but It might contain a couple reminders if you’ve been in the manager game for a while. In recent weeks, I’ve spoken to your highly ambitious direct reports. Some of what I heard prompted me to write this post.

Talk to any seasoned CFO or CRO, and you’ll learn that key considerations underpin the creation of a solid, reliable forecast. However, the specifics of these considerations often vary, revealing the uniqueness of the worlds that each exec operates in.