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photo of an itinerary template from monday.com
Project management

A free itinerary template for fast and easy scheduling

Streamline the planning process and get instant access to your itinerary from anywhere.

9 min read

Statement of Work
Project management

Don’t Miss This Statement of Work Example Template

What do all SOW templates share? They help you create an essential project documents.

 

Top-down vs. bottom-up approach
Project management

Bottom-up vs. top-down project management 101

When it comes to managing projects, there are two schools of thought: Bottom-up vs. Top-down.

6 min read

How to create the best Scrum documents possible
monday workdocs

How to create the best Scrum documents possible

In Scrum, your actions when developing products should always reflect the customer’s interest at heart.

9 min read

Grants for Nonprofit
Nonprofit

Grants for Nonprofit

Grants for nonprofits 101: what you need to know from benefits, sourcing, useful templates, and more.

10 min read

It’s the little things like Kanban actions and subitem filters that really make a workflow!
Product updates

It’s the little things like Kanban actions and...

We spent a lot of 2022 focused on improving speed and other behind-the-scenes elements. But as we close out...

2 min read

warm leads
CRM and Sales

What are warm leads and how to generate them

As a sales professional, you’re constantly looking to chase the right leads and make the most out of your...

8 min read

binders stacked
Project management

Project closeout survival guide: terms, tips, &...

While most of the glitz and glam of the project management lifecycle is credited to project initiation,...

 

two people sitting at a computer, working on a business project
Project management

Business projects: Types, tips, and templates

Out top tips to help you easily manage business projects.

7 min read

Two men talking. to each other in front of a computer
Project management

Compliance projects: What they are and when you’ll...

Compliance projects needn’t bring on cold sweats.

6 min read

a person at work with a notebook and cell phone and computer
CRM and Sales

What is sales velocity and why is it important?

Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.

6 min read

Why you should care about sales metrics
CRM and Sales

Why you should care about sales metrics

You can’t measure what you don’t track. Start tracking your sales metrics and setting more focused goals.

8 min read

CRM with a 360 degree customer view
CRM and Sales

The 360 degree customer view and its role in CRM

Data is multiplying like never before. Harness its power with a 360 degree customer view.

6 min read

image of a person pointing to hourglass
Project management

Change freeze: pros, risks, and project management tips

Constantly fighting to hit multiple deadlines and KPIs is standard in project management. But, luckily, there...

8 min read

A person uses their phone during sales prospecting while sitting and working on their laptop.
CRM and Sales

Expand your customer base with sales prospecting

The average American sees 4,000 to 10,000 ads every day. That’s a lot of noise and competition for...

10 min read

Hot leads are crucial to sales teams
CRM and Sales

What are hot leads in sales?

What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?

8 min read

What is target account selling (tas)?
CRM and Sales

What is target account selling (tas)?

Learn how to use target account selling (tas) to bring highly qualified leads.

7 min read

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