CRM and sales
Top 10 simple CRM platforms for any business [2026]
CRMs may have garnered a complicated reputation in sales and marketing teams, but at their core, customer relationship management systems have a simple purpose. They...
Top 10 CRM for Small Businesses
Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it’s a constant juggling...
Account management: What it is, best practices, and how to choose the right CRM
Customer loyalty is earned through consistent communication and genuine partnership. That’s the heart of account management: turning one-time buyers into long-term...
Cloud CRM software: 15 best platforms ranked by real adoption speed in 2026
A CRM should help close deals, not become a second job. Yet most sales teams spend their days wrestling with clunky systems, chasing down customer info across five different apps, and manually...
CRM software for Macs: 15 best platforms for 2026
Teams choose Macs for software that feels intuitive, fast, and designed with intention. Yet most CRMs feel like relics from a different decade. The typical platform...
Best CRM for tax professionals: 4 platforms to manage peak season demands
Tax season hits and suddenly your firm transforms into a document-chasing, deadline-juggling, client-update machine. Your team spends more time hunting for information...
Lead generation automation tools: 11 solutions that won’t slow your team down
Your reps are spending hours every week on data entry, manual follow-ups, and chasing leads that were never going to buy. Meanwhile, the deals that actually matter sit...
B2B lead nurturing essential strategies and best practices for 2026
Sales teams often spend six months nurturing a promising lead. Multiple stakeholders engage with content, attend webinars, and download case studies. Then communication...
What is a lead source? Everything sales teams need to know [2026]
Your sales team closes deals every month. But something’s off — you can’t pinpoint where your best customers actually come from. Which marketing campaigns...
Request for proposal template: build winning RFPs faster in 2026
Sending an RFP should bring clarity. Instead, it often creates chaos. You ask for proposals and end up with wildly different interpretations of the same project. One...
How to build a strategic sales plan for 2026 and beyond
Your sales team hit 87% of quota last quarter. Not terrible, but not great either. The real kicker? You have no idea if this quarter will be better or worse. Your...
What are hot leads? Top signs your prospect is ready to buy
Some prospects are just gathering information. Others are already lining up budgets, looping in decision-makers, and comparing vendors. Knowing which is which determines...
MQL vs SQL: difference explained and why it matters in 2026
Sales and marketing teams often struggle not because leads are scarce, but because qualification is unclear. When interest, readiness, and intent get lumped together,...
Raw leads to closed deals: the sales team playbook for 2026
Five hundred new leads should feel like momentum. Instead, it often feels like noise. Names pile up, inboxes fill, and reps are left guessing who is ready to buy and who...
Sales opportunity management: 7 strategies to close more deals
Sales teams rarely struggle because they lack opportunities. They struggle because it is hard to see which deals are moving forward, which ones are stuck, and what...
Sales qualified leads (SQL): how to identify and convert more in 2026
Your sales team just spent three weeks nurturing a “hot” lead with multiple demos, detailed proposals, and executive presentations. Then, radio silence....