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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
AI inbound call agents How they qualify leads and accelerate sales
CRM and sales

AI inbound call agents: How they qualify leads and accelerate sales

What if you could answer every sales call instantly, qualify leads while they’re most engaged, and never lose another prospect to a competitor because they reached...

Chaviva Gordon-Bennett | 19 min read

CRM and sales
What is an AI phone call agent How it accelerates sales cycles
CRM and sales

What is an AI phone call agent? How it accelerates sales cycles

AI phone agents are transforming how revenue teams capture and convert leads by handling complete sales conversations 24/7 — with minimal human involvement. These...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
AI outbound calling agents 5 proven ways to scale your sales team
CRM and sales

AI outbound calling agents: 5 proven ways to scale your sales team

What if your sales team could qualify hundreds of leads daily, respond to prospects in seconds, and book meetings around the clock — without adding headcount? AI...

Chaviva Gordon-Bennett | 21 min read

CRM and sales
Revenue vs sales how to track both metrics accurately in 2026
CRM and sales

Revenue vs sales: how to track both metrics accurately in 2026

Your sales team just closed a $100K deal. Finance says revenue for the quarter is only up $8K. Both numbers are right, but the disconnect creates confusion across...

Alicia Schneider | 48 min read

CRM and sales
How to calculate sales growth rate and automate tracking
CRM and sales

How to calculate sales growth rate and automate tracking

Your sales team closed 15 deals last month. This month, they closed 18. Sounds like growth, right? But without knowing how to calculate sales growth properly, you...

Alicia Schneider | 15 min read

CRM and sales
What is annual contract value ACV and how to calculate it in 2026
CRM and sales

What is annual contract value (ACV) and how to calculate it in 2026

Your sales team just closed a $500,000 deal. Leadership celebrates, the rep hits quota, and everyone’s excited. But here’s the reality: if that’s a...

Alicia Schneider | 15 min read

CRM and sales
CRM data capture 7 strategies to fix missing data in 2026
CRM and sales

CRM data capture: 7 strategies to fix missing data in 2026

Your sales team just closed a great quarter. But when you pull next quarter’s forecast, the pipeline data looks like Swiss cheese: missing contact info, outdated...

Alicia Schneider | 20 min read

CRM and sales
CRM virtual assistants AI vs human costs use cases and how to choose
CRM and sales

CRM virtual assistants: AI vs. human, costs, use cases, and how to choose

Your sales team could close more deals if they weren’t buried in CRM busywork. A CRM virtual assistant eliminates the repetitive tasks that slow down revenue...

Chaviva Gordon-Bennett | 16 min read

CRM and sales
AI in sales examples 12 proven ways to close more deals in 2026
CRM and sales

AI in sales examples: 12 proven ways to close more deals in 2026

What if your sales team could reclaim valuable time every week and focus entirely on closing deals instead of updating spreadsheets? AI transforms how revenue teams work...

Chaviva Gordon-Bennett | 16 min read

CRM and sales
AI in customer success 7 use cases benefits and ROI explained
CRM and sales

AI in customer success: 7 use cases, benefits, and ROI explained

AI transforms customer success teams from reactive firefighters into proactive relationship managers who spot churn risks weeks before cancellation emails arrive....

Chaviva Gordon-Bennett | 16 min read

CRM and sales
Sales process optimization 7 steps to close deals faster in 2026
CRM and sales

Sales process optimization: 7 steps to close deals faster in 2026

Your sales team closed 15 deals last quarter, but it took 90 days on average when similar companies are closing in 60. Three promising opportunities stalled in...

Alicia Schneider | 19 min read

CRM and sales
How to use data to improve customer experience 6 strategies for 2026
CRM and sales

How to use data to improve customer experience: 6 strategies for 2026

Your sales team closes a big deal, but three months later, the customer is frustrated with onboarding. Support resolves their issues quickly, but the account manager has...

Alicia Schneider | 51 min read