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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
Challenger sales methodology 5 steps for success in 2026
CRM and sales

Challenger sales methodology: 5 steps for success in 2026

Sales teams often know their product inside and out. Every feature, benefit, and competitive advantage has been memorized. Yet deals still stall in the final stages, and...

Sean O'Connor | 40 min read

CRM and sales
Collaborative CRM 7 platforms that eliminate sales team silos
CRM and sales

Collaborative CRM: 7 platforms that eliminate sales team silos

Sales closed the deal. Marketing launched the campaign. Support resolved the ticket. The customer moved forward, but each team worked from a different system. This is...

Stephanie Trovato | 16 min read

CRM and sales
20 best sales prospecting tools for lead generation in 2026
CRM and sales

20 best sales prospecting tools for lead generation in 2026

More prospecting activity does not automatically translate into more closed deals. In many cases, the opposite happens: sales teams burn time on manual research,...

Sean O'Connor | 37 min read

CRM and sales
Pipedrive vs HubSpot best CRM in 2026
CRM and sales

Pipedrive vs HubSpot: best CRM in 2026

The right CRM should feel like a natural extension of your sales team, amplifying their strengths instead of forcing them into a rigid, one-size-fits-all process. This...

Sean O'Connor | 35 min read

CRM and sales
How to calculate customer acquisition cost CAC and reduce acquisition costs in 2026
CRM and sales

How to calculate customer acquisition cost (CAC) and reduce acquisition costs in 2026

Your marketing budget keeps climbing, and CAC often follows. One quarter looks steady. The next quarter comes in higher, and it’s hard to pinpoint what changed. CAC...

Stephanie Trovato | 12 min read

CRM and sales
Sales quotas explained 5 types how to set them and best practices for 2026
CRM and sales

Sales quotas explained: 5 types, how to set them, and best practices for 2026

Your sales team missed the quarterly target by 15%. The post-mortem points to familiar issues: unclear expectations, inconsistent tracking, and reps who thought they...

Stephanie Trovato | 16 min read

CRM and sales
Sales quotas explained 5 types how to set them and best practices for 2026
CRM and sales

How inbound marketing funnels drive predictable revenue in 2026

Your marketing team creates strong content. Your sales team knows how to close deals. When prospects drop out between their first touch and a signed contract, the funnel...

Stephanie Trovato | 21 min read

CRM and sales
What is sales territory management A practical guide for 2026
CRM and sales

What is sales territory management? A practical guide for 2026

Sales territory management defines how accounts, leads, and opportunities are assigned across your sales team. Clear territory structures help revenue teams focus...

Stephanie Trovato | 13 min read

CRM and sales
360 customer view How to build a unified sales system in 2026
CRM and sales

360 customer view: How to build a unified sales system in 2026

Your sales rep walks into a renewal call feeling good about the account. The pipeline looks healthy. Then the customer brings up unresolved support tickets and a recent...

Stephanie Trovato | 15 min read

CRM and sales
CRM and sales

What is a sales plan in 2026? Everything revenue leaders need to know

Revenue targets remain abstract figures on a spreadsheet without a defined path to achieve them. That path is a sales plan. It serves as the blueprint teams follow to...

Sean O'Connor | 13 min read

CRM and sales
Customer acquisition strategy a proven system for scalable growth in 2026
CRM and sales

Customer acquisition strategy: a proven system for scalable growth in 2026

Many companies enter new quarters with strong lead volume but inconsistent results. Conversion rates fluctuate, follow-ups stall, and pipelines that look healthy on...

Sean O'Connor | 21 min read

CRM and sales
Lead scoring ruleshow to prioritize leads and boost sales in 2026
CRM and sales

Lead scoring rules:how to prioritize leads and boost sales in 2026

This month, a company receives 200 new leads. Half have generic company emails and downloaded only one whitepaper. The other half includes VPs at target companies who...

Sean O'Connor | 20 min read