Customer relationships are everything in marketing. From first impressions to post-sales marketing, multiple touchpoints exist where a potential or existing customer...

Rebecca Noori | 14 min read

As your business grows, so does your contact list. Whether we’re talking about leads, clients, vendors, or others — they’re all cluttering up your inbox....

Allie Kashkash | 10 min read

You made the funnel. You wrote the articles. You created the ads. You built it, and boy, did they come. Now you have more leads than you know what to do with. Back when...

monday.com | 9 min read

The objective of a defined CRM process goes beyond making sales. Truly great CRM (customer relationship management) — the kind that turns strangers into loyal fans...

monday.com | 8 min read

Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally prioritize solutions that are designed to not just work on...

Rachel Hakoune | 8 min read

Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making appointments, calling clients, managing claims, and more. But to take...

Rachel Hakoune | 10 min read

Customer relationship management (CRM) is the backbone of a successful business, but it’s often hindered by manual CRM methods — like physical folders for every...

Rachel Hakoune | 9 min read

Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...

David Hartshorne | 10 min read

Sales management is essential for any company that wants to grow its revenue and increase its profitability. It helps managers create plans, set quotas, and motivate...

Rachel Hakoune | 10 min read

CRM — open source or not? There is a lot of buzz around these types of software and platforms — and there’s a good reason for it. You can enjoy a world of benefits...

Rachel Hakoune | 8 min read

The CRM market is booming, with its market size expected to reach $128.97 billion by 2028. For startups, a good CRM is essential as a centralized system to manage...

Rachel Hakoune | 3 min read

You’ve likely spent countless resources hiring, training, and equipping your sales reps for success. But without a sales tracker, you may be leaving your...

Rebecca Wojno | 9 min read

You may have heard that the golden rule in the real estate industry is “location, location, location,” but what you may not realize is that behind the scenes, real...

Alicia Schneider | 23 min read

Successful businesses plan ahead. They understand what revenue they’ll make this month, this quarter, and the one after that. They know how to appropriately deploy...

Rebecca Noori | 10 min read

Are you desperately trying to drive sales growth in your company? Does it sometimes feel like a never-ending battle? Well, sometimes, it kind of is. And without a...

monday.com | 8 min read

Around 47% of companies agree that giving teams access to information increases workplace engagement. And 72% of working professionals say that flexible working will be...

Danielle Tawfik | 9 min read

As a sales representative for high-value clients, you’re probably all too familiar with the pains of managing an entire portfolio of leads on your own. The deals...

monday.com | 8 min read

In order to understand what drives — or prevents ‚ your customers’ purchasing decisions, you need a way to organize and analyze data on their needs,...

Zacharie Lahmi | 11 min read

Good leads are like diamonds — rare, valuable, and tough to crack. Every good lead is a likely opportunity to close a deal, and giving those leads the premium...

monday.com | 8 min read

A well-structured CRM pipeline can help you organize your interactions with prospects to align with your sales cycle and forecast potential revenue. But managing a sales...

Rachel Hakoune | 12 min read

What is a sales representative? What does this job really entail and has it changed much in the past 10 years? Whether you’re a job seeker, someone who want to see how...

monday.com | 10 min read