Hi All! Curious how folks here are handling territory planning and revenue forecasting outside of the usual CRM dashboards/Excel sheets. I’ve seen a ton of friction between Sales and RevOps when reps distrust the lead scoring or don’t know where to prioritize outreach geographically/relevant demographic factors for hunting. What are you using (if anything) to layer market data, location insights, or external indicators into territory design and forecasting?
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Not pitching, please jayaprakash R.
Totally agree, Daniel—internal data alone rarely tells the full story. At DataviCloud, we help RevOps layer in external signals like firmographics, intent, and geographic shifts to make territory planning and forecasting way more actionable. Happy to share more if helpful!
You’re definitely not alone — we’ve seen this exact disconnect over and over: reps not trusting the model, RevOps buried in dashboards, and leadership flying blind on market prioritization. The usual CRM + Excel combo just wasn’t cutting it, which is exactly why we built NUMI. NUMI pulls in external market signals, location intelligence, intent data, and demographic overlays automatically, and maps them directly to territories and accounts — so you’re not just forecasting what’s happened, you’re planning what’s next. Teams are using it to optimize whitespace, re-segment territories based on actual opportunity density, and proactively align go-to-market strategy with real-world conditions (think hiring trends, funding signals, tech stack adoption, etc). It’s made a huge difference in how RevOps and Sales collaborate — less finger-pointing, more strategic alignment. If you’re interested, happy to share more or connect you with a team using NUMI in the wild. Curious what tools others here are experimenting with too — always down to nerd out.
I've been building scoring based on both Fit AND Engagement. This takes into account demographic/technographic/firmographic data and builds a blended score on HubSpot records. Take that, combine with buying intent data collected by HubSpot, plus a dash of target account structure, and we have a stronger "lead priority" framework.