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CRM and Sales

What is sales velocity and why is it important?

Sales are without a doubt a core part of your company’s success. But more than selling, do you know how ...

6 min read

sales invoice
CRM and Sales

What is a sales invoice [benefits & how to]

A sales invoice is a fundamental element of a successful business. It provides a record for each sale that...

7 min read

Why you should care about sales metrics
CRM and Sales

Why you should care about sales metrics

Imagine if when you were in school, you never received any grades or feedback from your teachers for your...

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

Hot leads are crucial to sales teams
CRM and Sales

What are hot leads in sales?

Not all sales leads are created equal. For starters, hot leads are a lot easier to convert than warm leads....

8 min read

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

What is target account selling (tas)?

If you’re in the business-to-business (B2B) sales world, you may have heard the term “target account...

7 min read

Planning an automated email sequence
CRM and Sales

7 automated email sequences to power your CRM

When it comes to return on investment (ROI), email marketing leads the way with a whopping $36 for every $1...

7 min read

Person checks scoring rules on their laptop next to phone and glasses on the desk.
CRM and Sales

Scoring rules: How to win more sales by rating your...

Today’s consumers don’t like the feeling of being sold to. They want to control their own buyer journey...

9 min read

The reason you need a sales process flowchart
CRM and Sales

The reason you need a sales process flowchart

A core element of any effective sales team’s processes is staying on top of their leads’ status in the...

6 min read

woman on the phone making a sales call
CRM and Sales

The future of CRM: Key trends to watch in 2023

CRM platforms boost any industry, but not all CRMs can meet current and future needs.

8 min read

image of sales reps working together at one table
CRM and Sales

Sales methodology: How to deliver better sales results

Sales teams play a key role in delivering revenue and business growth. But for businesses to generate ROI,...

10 min read

CRM Automation
CRM and Sales

What is CRM automation? [benefits and how to]

Customer relationship management (CRM) is the process of managing and tracking relationships with your...

7 min read