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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
What is a lead source Everything sales teams need to know 2026
CRM and sales

What is a lead source? Everything sales teams need to know [2026]

Your sales team closes deals every month. But something’s off — you can’t pinpoint where your best customers actually come from. Which marketing campaigns...

Sean O'Connor | 46 min read

CRM and sales
Request for proposal template build winning RFPs faster in 2026
CRM and sales

Request for proposal template: build winning RFPs faster in 2026

Sending an RFP should bring clarity. Instead, it often creates chaos. You ask for proposals and end up with wildly different interpretations of the same project. One...

Sean O'Connor | 30 min read

CRM and sales
How to build a strategic sales plan for 2026 and beyond
CRM and sales

How to build a strategic sales plan for 2026 and beyond

Your sales team hit 87% of quota last quarter. Not terrible, but not great either. The real kicker? You have no idea if this quarter will be better or worse. Your...

Sean O'Connor | 35 min read

CRM and sales
What are hot leads Top signs your prospect is ready to buy
CRM and sales

What are hot leads? Top signs your prospect is ready to buy

Some prospects are just gathering information. Others are already lining up budgets, looping in decision-makers, and comparing vendors. Knowing which is which determines...

Sean O'Connor | 29 min read

CRM and sales
MQL vs SQL difference explained and why it matters in 2026
CRM and sales

MQL vs SQL: difference explained and why it matters in 2026

Sales and marketing teams often struggle not because leads are scarce, but because qualification is unclear. When interest, readiness, and intent get lumped together,...

Sean O'Connor | 40 min read

CRM and sales
Raw leads to closed deals the sales team playbook for 2026
CRM and sales

Raw leads to closed deals: the sales team playbook for 2026

Five hundred new leads should feel like momentum. Instead, it often feels like noise. Names pile up, inboxes fill, and reps are left guessing who is ready to buy and who...

Sean O'Connor | 35 min read

CRM and sales
Sales opportunity management 7 strategies to close more deals
CRM and sales

Sales opportunity management: 7 strategies to close more deals

Sales teams rarely struggle because they lack opportunities. They struggle because it is hard to see which deals are moving forward, which ones are stuck, and what...

Sean O'Connor | 37 min read

CRM and sales
Sales qualified leads SQL how to identify and convert more in 2026
CRM and sales

Sales qualified leads (SQL): how to identify and convert more in 2026

Your sales team just spent three weeks nurturing a “hot” lead with multiple demos, detailed proposals, and executive presentations. Then, radio silence....

Sean O'Connor | 36 min read

CRM and sales
CRM and sales

Build a virtual inside sales team with AI agents: guide for 2026

Sales teams are drowning in manual work. Reps spend Monday mornings updating CRM records instead of calling prospects, and qualified leads sit unassigned for hours....

Sean O'Connor | 19 min read

CRM and sales
CRM and sales

Outreach sales automation guide: build AI-powered workflows in minutes

A sales team sends 200 emails this week. Twelve prospects respond. Three book meetings. One becomes a customer. Meanwhile, competitors close deals faster, pipelines stay...

Sean O'Connor | 44 min read

CRM and sales
CRM and sales

How to sell when AI handles first touch: human skills and CRM

A notification lands: another qualified lead from the AI system. Company size looks good, budget’s confirmed, pain points are documented. But that same lead just...

Sean O'Connor | 45 min read

CRM and sales
CRM and sales

Building a sales enablement tech stack: 2026 guide

Your sales team has five different platforms, three spreadsheets, and two manual processes just to track one deal from lead to close. Sound familiar? Most revenue teams...

Sean O'Connor | 52 min read