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Debunking the Myth of Process First to Improve Forecasting

Tamara Schenk - 30 April 2019

In a recent blog, I discussed three quick checkpoints to assess the “state of your forecast process.” The focus was on process considerations when looking to invest in technology. Today I’d like to discuss the technology side of things and how sales and sales operations leaders can leverage technology to help improve their forecast process.
Debunking the myth of process first, then technology (Click to tweet)
If you have ever been involved in technology implementation, or any change initiative for that matter, then you probably had some level of effort focused on process—documenting it, analyzing impacts to it, making sure the new tool was aligned to it. Process first, then technology.
And how often have you seen new technology roll-outs result in process updates? It might be more common than you think, but it’s likely that such updates didn’t get as much fanfare as the technology roll-outs themselves.
Process, if one exists, might be

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