Skip to main content Skip to footer

CRM and sales

We’re delving into CRM best practices, latest trends and effective strategies.
Learn how to get the most out of monday CRM features to improve efficiency at every stage of the customer journey, plus what makes it stand out from other CRM software.
CRM and sales
10 top AI strategies for scaling revenue faster
CRM and sales

10 top AI strategies for scaling revenue faster

Revenue teams lose deals when reps spend their time on admin work instead of selling — chasing cold leads, writing follow-up emails from scratch, and updating CRM...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
CPQ software 10 platforms to streamline quoting and close deals faster
CRM and sales

CPQ software: 10 platforms to streamline quoting and close deals faster

The quote stage is where deals either accelerate or stall. CPQ configure price quote software turns that critical moment into a competitive advantage by giving sales...

Chaviva Gordon-Bennett | 28 min read

CRM and sales
What is pipeline management How AI helps sales teams close more deals
CRM and sales

What is pipeline management? How AI helps sales teams close more deals

Pipeline management is how revenue teams track deals, forecast revenue, and identify what needs attention — from first contact to closed sale. When done right,...

Chaviva Gordon-Bennett | 19 min read

CRM and sales
Sales tech solutions Types of tools benefits and how to build your stack
CRM and sales

Sales tech solutions: Types of tools, benefits, and how to build your stack

Sales reps don’t spend nearly enough of their time actually selling — the rest disappears into data entry, chasing information, and manual updates. Sales tech...

Chaviva Gordon-Bennett | 37 min read

CRM and sales
Positioning statement template Examples framework and best practices
CRM and sales

Positioning statement template: Examples, framework, and best practices

Your revenue team knows what you sell. The real power comes from aligning everyone on who it’s for, why it matters, and what makes you different. A positioning...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
Marketing tools for sales reps 8 types that drive more sales
CRM and sales

Marketing tools for sales reps: 8 types that drive more sales

Sales reps spend a great deal of their week on research, data entry, and chasing down marketing assets. Marketing tools for sales reps solve this by putting lead...

Chaviva Gordon-Bennett | 21 min read

CRM and sales
10 best nocode CRM platforms for growing sales teams
CRM and sales

10 best no-code CRM platforms for growing sales teams

Sales teams need a CRM they can adjust on the fly. When the pipeline shifts, a handoff gets messy, or reporting needs a fresh view by Friday, a no-code CRM platform can...

Chaviva Gordon-Bennett | 27 min read

CRM and sales
Project management in sales How to improve deal flow and forecast accuracy
CRM and sales

Project management in sales: How to improve deal flow and forecast accuracy

When deals stall in your pipeline, it’s rarely about the prospect. Rather, it’s usually about coordination. Project management for sales gives you a precise...

Chaviva Gordon-Bennett | 33 min read

CRM and sales
CRM software for distributors 13 platforms to fix inventory blind spots
CRM and sales

CRM software for distributors: 13 platforms to fix inventory blind spots

Your reps shouldn’t need 3 systems to send one quote. When sales teams can see inventory, pricing, and order history in one place, quotes go out faster and margins...

Chaviva Gordon-Bennett | 28 min read

CRM and sales
Crossselling vs upselling Key differences and when to use each
CRM and sales

Cross-selling vs. upselling: Key differences and when to use each

Your existing customers hold untapped revenue potential that’s more cost-effective to unlock than acquiring new accounts. Cross-selling and upselling turn that...

Chaviva Gordon-Bennett | 31 min read

CRM and sales
B2B sales process 7 stages for predictable revenue growth
CRM and sales

B2B sales process: 7 stages for predictable revenue growth

The difference between sales teams that consistently hit quota and those that scramble every quarter comes down to 1 thing: a structured B2B sales process. When every...

Chaviva Gordon-Bennett | 36 min read

CRM and sales
Sales methodologies 12 proven frameworks for modern sales teams
CRM and sales

Sales methodologies: 12 proven frameworks for modern sales teams

When every rep on your team follows a different playbook, your pipeline becomes impossible to read and your forecast turns into guesswork. A sales methodology gives your...

Chaviva Gordon-Bennett | 20 min read