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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

12 best AI-powered demo tools for SaaS sales teams to close deals faster

B2B buyers now complete most of their research before ever talking to sales — often at 11 p.m. on a Tuesday. AI-powered demo platforms meet them there, delivering...

Chaviva Gordon-Bennett | 25 min read

CRM and sales
CRM and sales

AI tools for account-based marketing: 10 top ABM platforms

The difference between a target account list and actual closed deals? Timing and intelligence. AI in B2B marketing helps teams identify which accounts are actively...

Chaviva Gordon-Bennett | 22 min read

CRM and sales
CRM and sales

How to prepare a sales budget: 6 steps to accurate forecasts

Preparing a sales budget means translating your revenue goals into specific, measurable sales targets based on historical performance, market conditions, and team...

Chaviva Gordon-Bennett | 17 min read

CRM and sales
CRM and sales

Open source CRM software: 13 best platforms compared for flexibility seekers

Open source CRM software promises total freedom. Full access to the source code, no vendor lock-in, and the ability to customize everything exactly how you want it. For...

Sean O'Connor | 29 min read

CRM and sales
CRM and sales

What is CRM reporting? Definition, key reports, and AI examples

What if you could transform your CRM data into clear, actionable insights that predict revenue outcomes with confidence? CRM reporting turns scattered customer and sales...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
CRM and sales

Customer education strategy: 5 steps to improve product adoption

Customer education strategy transforms how customers experience your product, turning initial excitement into lasting value. When customers understand how to achieve...

Chaviva Gordon-Bennett | 25 min read

CRM and sales
Target account selling methodology 6step framework for predictable revenue
CRM and sales

Target account selling methodology: 6-step framework for predictable revenue

What if your sales team could boost win rates by 20-40% and close bigger deals by focusing on fewer, better-fit accounts? Target account selling (TAS) makes this...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
CRM and sales

Sales pipeline report examples and the metrics that matter

Your sales team reviews the pipeline every week, but can you confidently say which deals will actually close this quarter? Sales pipeline reports give you clarity by...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
How to increase customer lifetime value with your CRM in 2026
CRM and sales

How to increase customer lifetime value with your CRM in 2026

Your sales team closes deals consistently, but imagine turning each win into predictable, expanding revenue that compounds year after year. Customer lifetime...

Chaviva Gordon-Bennett | 13 min read

CRM and sales
What is data enrichment Definition types process and sales benefits
CRM and sales

What is data enrichment? Definition, types, process, and sales benefits

Your sales rep just spent 20 minutes researching a single prospect — LinkedIn for the job title, company website for employee count, Google for recent funding news....

Chaviva Gordon-Bennett | 26 min read

CRM and sales
How to improve customer satisfaction 8 proven strategies for revenue teams
CRM and sales

How to improve customer satisfaction: 8 proven strategies for revenue teams

Customer satisfaction is your most powerful revenue driver. When customers feel valued and supported, they renew contracts, expand purchases, and refer new business,...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
CRM and sales

B2B demand generation strategies: 9 proven tactics for real pipeline

Your sales team hits their numbers and marketing generates leads, but the pipeline tells a different story: Leads stall, deals drag through discovery, and forecasts feel...

Chaviva Gordon-Bennett | 21 min read