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B2B Workforce Planning Tool: The Revenue Leader’s Guide to Planning Teams That Hit Their Numbers

B2B Workforce Planning Tool: The Revenue Leader’s Guide to Planning Teams That Hit Their Numbers

by Erick Ramirez | Apr 23, 2026 | Uncategorized

Most B2B companies treat workforce planning like a headcount exercise. They ask, “Do we have enough people?” That question misses the point entirely. The real question is whether you have the right people, with the right skills, in the right territories,...
Revenue Capacity Planning: The Complete Guide to Optimizing Sales Resources and Hitting Revenue Targets

Revenue Capacity Planning: The Complete Guide to Optimizing Sales Resources and Hitting Revenue Targets

by Erick Ramirez | Apr 23, 2026 | Uncategorized

According to a PMI study, 37% of project failures stem from inadequate resource planning. In revenue organizations, that failure shows up as missed targets, bloated headcount, burned-out reps, and quotas that never had a chance of being hit. Revenue capacity planning...
Curing the Claims Crisis: How Disrupting Traditional Payments Lowers Self-Funded Healthcare Costs

Curing the Claims Crisis: How Disrupting Traditional Payments Lowers Self-Funded Healthcare Costs

by Erick Ramirez | Apr 22, 2026 | Blog

It started with a relatable pain point. Jake Fackrell, a big data entrepreneur and current Co-founder and Chief Operating Officer at Savvos Health, watched his company’s health insurance premiums skyrocket 30 percent annually. Despite his success in launching...
How AI Enables Larger Sales Deals, Not Just More Deals

How AI Enables Larger Sales Deals, Not Just More Deals

by Erick Ramirez | Apr 22, 2026 | Blog, Sales

Most conversations about AI in sales focus on speed and volume. More emails sent, more meetings booked, more pipeline generated. But the revenue leaders pulling ahead right now aren’t chasing volume. They’re pursuing higher-value accounts and larger...
Sales Rep Capacity Planning: The Complete Guide to Building a Right-Sized Revenue Team

Sales Rep Capacity Planning: The Complete Guide to Building a Right-Sized Revenue Team

by Erick Ramirez | Apr 22, 2026 | Uncategorized

Most sales leaders treat capacity planning as a headcount exercise. Calculate the number of reps, divide the revenue target, fill the seats. But here’s the problem: even when you get the headcount right, reps spend 70% of their time on non-selling tasks. That...
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