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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
CRM and sales

CRM vs CMS: understanding key differences for 2026

Modern businesses need technology that actually works together. When customer data lives in one system and website content sits in another, the result is disconnected...

Sean O'Connor | 25 min read

CRM and sales
CRM and sales

Warm leads: definitive guide for 2026

Sales teams face a daily challenge: identifying which prospects are genuinely interested in buying. Hundreds of leads flow through pipelines every day including some...

Sean O'Connor | 26 min read

CRM and sales
CRM and sales

Sales velocity explained: complete guide for 2026

Sales teams close deals every day, but predicting when the next wave of revenue will arrive remains a challenge. Revenue leaders often track individual metrics like win...

Sean O'Connor | 27 min read

CRM and sales
CRM and sales

CRM for higher education: complete guide in 2026

A typical CRM is built for speed, aiming to close a deal in a single quarter. But in higher education, the mission is fundamentally different as institutions...

Sean O'Connor | 25 min read

CRM and sales
CRM and sales

10 best client tracking software options for businesses in 2026

The best sales teams don’t just sell better; they operate better. They spend their time building relationships and closing deals, not hunting for contact details...

Sean O'Connor | 22 min read

CRM and sales
CRM and sales

8 best AI meeting note takers: guide for 2026

The most valuable part of a sales call happens after everyone hangs up. It’s in the follow-up, the CRM updates, and the shared insights that deals are won or lost....

Sean O'Connor | 33 min read

CRM and sales
CRM and sales

Best CRM for video production: 7 platforms to streamline workflows

In video production, the final cut is everything. But before reaching that point, projects often live in a chaotic mix of spreadsheets, email threads, and scattered...

Sean O'Connor | 21 min read

CRM and sales
12 ways to improve sales forecast accuracy and build predictable revenue
CRM and sales

12 ways to improve sales forecast accuracy and build predictable revenue

Sales teams are always looking for clearer insights, stronger consistency, and the ability to predict results with confidence. The challenge is how to improve forecast...

monday.com | 26 min read

CRM and sales
CRM and sales

Building a voC strategy: driving revenue in 2026

Customers are talking. Feedback flows through support tickets, sales calls, surveys, and product reviews. The challenge? That valuable intelligence sits scattered across...

Sean O'Connor | 24 min read

CRM and sales
CRM and sales

Customer retention rate: measuring and improving in 2026

The most successful companies have a secret weapon for predictable growth: a loyal customer base. Keeping existing customers forms the foundation of a strong, resilient...

Sean O'Connor | 25 min read

CRM and sales
CRM and sales

Best sales lead generation software platforms in 2026: the complete guide

The traditional sales playbook demanded brute force and endless spreadsheets, trapping top-performing reps in cycles of manual data entry rather than allowing them to...

Sean O'Connor | 19 min read

CRM and sales
CRM and sales

Sales intelligence solutions ranked: 20 best platforms for smarter selling in 2026

The old sales playbook is officially retired. Data-driven precision is replacing gut feelings and cold calls, but more data doesn’t automatically mean more deals....

Sean O'Connor | 42 min read