CRM and sales
Top 10 simple CRM platforms for any business [2025]
CRMs may have garnered a complicated reputation in sales and marketing teams, but at their core, customer relationship management systems have a simple purpose. They...
Top 10 CRM for Small Businesses
Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it’s a constant juggling...
Account management: What it is, best practices, and how to choose the right CRM
Customer loyalty is earned through consistent communication and genuine partnership. That’s the heart of account management: turning one-time buyers into long-term...
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 effort, maintain ownership, and...
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...
Consumer insights guide: 7 proven strategies for sales teams in 2026
Sales teams today have access to more customer data than ever before. Contact details, website visits, email opens, and meeting notes all sit in the CRM. Yet achieving...
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...
CRM database: building and optimizing in 2026
Sales teams close deals, but where does all that customer information actually live? If the answer involves multiple spreadsheets, scattered email threads, and team...
How to prospect for sales leads: 10 proven methods in 2026
A big deal closes, the numbers look great, and the quarter feels locked in. Then a few weeks later, the pipeline looks thin, and the next set of opportunities is harder...
Client engagement strategy for 2026: follow these proven steps
A major deal closes. The client is engaged, the contract is signed, and early momentum feels strong. Six months later, communication slows, product usage declines, and...
How to qualify sales leads with AI in 2026: a step-by-step guide
A team receives hundreds of new leads each week. Many lack budget, authority, or immediate intent, while a smaller group is ready to engage within the next few months....
Inside sales vs outside sales in 2026: a practical guide for help center software users
Activity targets can look strong on paper while deals stall in the pipeline. Prospects engage during early calls, then go quiet for weeks, leaving momentum to fade. When...
User retention metrics: 10 KPIs to track and improve in 2026
A sales team closes 100 new customers last quarter. Three months later, only 60 remain active. The other 40? Gone without a trace, taking their revenue and acquisition...
Building sales lead generation process: 7 steps for 2026
Another quarter closes with strong numbers, but next month’s pipeline looks dangerously thin. This scenario is common across revenue teams — an exhausting cycle...
Sales lead generation: 12 proven strategies for 2026
Your sales team just missed their quarterly target. Again. The leads looked promising on paper, but half turned out to be tire-kickers, and the other half went cold...
BANT qualified leads: modern framework and AI automation in 2026
Three weeks of discovery calls, detailed demonstrations, and customized proposals culminate in a final meeting. The prospect’s response? “The solution meets...