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CRM and Sales

Access CRM best practices, latest trends and free templates.
Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
What is lead management software
CRM and Sales

What is lead management software?

Every business needs customers, right? Whether you’re a small business or a large corporation, we all need customers to keep the cogs turning and help our companies...

monday.com | 8 min read

CRM and Sales
What is CRM software A comprehensive guide
CRM and Sales

What is CRM software? A comprehensive guide

Businesses often make the mistake of investing their efforts in attracting new customers. They spend less time nurturing their customers’ continued interest or...

Rachel Hakoune | 3 min read

CRM and Sales
Top 10 best CRM for small business
CRM and Sales

Top 10 best CRM for small business

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...

Danielle Tawfik | 4 min read

CRM and Sales
How to use sales automation to achieve success
CRM and Sales

How to use sales automation to achieve success

When I was a kid, I thought sales was a bad, shady activity where you tricked people into buying things they don’t need. Now I understand that true salesmanship is...

monday.com | 9 min read

CRM and Sales
The complete guide to SAAS sales
CRM and Sales

The complete guide to SAAS sales

Software sales used to be a long, manual process full of pitch meetings and negotiations. But, this isn’t the case anymore. As companies race toward digital...

Danielle Tawfik | 9 min read

CRM and Sales
All you need to know to make a killer sales plan
CRM and Sales

All you need to know to make a killer sales plan

You’ve got big, audacious goals for your organization. And you get excited every time you imagine your company smashing through those goals. But then you come back to...

monday.com | 13 min read

CRM and Sales
Lead manager 101 the hasslefree guide to managing sales leads
CRM and Sales

Lead manager 101: the hassle-free guide to managing...

The average sales cycle can be 120 days long for a high-value product, while the average sales development rep makes about 9 attempts to convert prospects. Multiply that...

monday.com | 9 min read

CRM and Sales
Here8217s what you need to know about demand management
CRM and Sales

Here’s what you need to know about demand...

Your customers have pain points and they’re itching for solutions. What if your company could not only solve their issues but predictably identify any solution...

monday.com | 10 min read

CRM and Sales
The best simple CRMs for any business
CRM and Sales

The best simple CRMs for any business

CRMs may have garnered a complicated reputation in sales and marketing teams, but at their core, CRM systems have a simple purpose. They allow any kind of organization...

Alicia Schneider | 14 min read

CRM and Sales
How to create and execute a successful sales strategy
CRM and Sales

How to create and execute a successful sales strategy

Does your sales process seem inefficient, outdated, or like it’s just not working anymore? If that’s you, don’t worry. The sales landscape keeps changing rapidly....

monday.com | 11 min read

CRM and Sales
Nail your sales funnel in 6 steps
CRM and Sales

Nail your sales funnel in 6 steps

The customer journey can be long or short, but it usually follows the same path—a “sales funnel”, where a wider pool of potential customers flows down to a...

Rosanna Campbell | 14 min read

CRM and Sales
Our 24 favorite sales quotes
CRM and Sales

Our 24 favorite sales quotes

We’ve compiled a list of sales inspirational quotes your team can read for inspiration.

Rebecca Wojno | 10 min read

CRM and Sales
Inside sales: what is it and how can you benefit from it?
CRM and Sales

Inside sales: what is it and how can you benefit from...

B2B businesses can often lose money after sending salespersons across the country to close deals. Plane tickets, hotels, and other reimbursements can quickly add up....

Danielle Tawfik | 11 min read

CRM and Sales
6 of the best rated free CRM platforms
CRM and Sales

6 of the best rated free CRM platforms

Since finding the right CRM for sales, customer support, and marketing teams takes time and resources, you might start by looking into the free CRM options out...

Rachel Hakoune | 16 min read

CRM and Sales
Sales leads: everything you need to know
CRM and Sales

Sales leads: everything you need to know

A sales lead, at its core, is quite simple: it’s just a person or business who could become a client. But the term seems to hold a bit more weight than that....

Zacharie Lahmi | 10 min read

CRM and Sales
What is a client management system and why should you use one
CRM and Sales

What is a client management system, and why should you...

A client management system is pretty much what it says on the tin — a system used to manage clients. Sounds simple enough, right? Well, kind of. If you’re new to...

monday.com | 9 min read

CRM and Sales
The complete guide to channel sales
CRM and Sales

The complete guide to channel sales

You want to keep earning the revenue you’re earning, but you’ve only got so many people available to sell for you. Sure, you could recruit, train, and employ more...

monday.com | 11 min read

CRM and Sales
The secret to effective lead tracking 038 why its vital
CRM and Sales

The secret to effective lead tracking (& why...

If you don’t track, leads will slip through the cracks. It’s that simple. Tracking your leads tells you which leads to prioritize and how to best target...

Adi Pick | 9 min read

CRM and Sales
Why every sales team needs a sales dashboard
CRM and Sales

Why every sales team needs a sales dashboard

Sales organizations live by the data housed in their sales dashboards. A detailed, robust sales performance dashboard is useful for all stakeholders and ensures teams...

DJ Waldow | 6 min read

CRM and Sales
How to create an effective lead generation process
CRM and Sales

How to create an effective lead generation process

For many companies, lead generation can be the most difficult part of running a business. And of course, there is a near-infinite supply of other websites and products...

Rachel Hakoune | 10 min read

CRM and Sales
Why you need a CRM with project management
CRM and Sales

Why you need a CRM with project management

The most worthwhile CRMs on the market today are built with work management features that optimize the crucial project management that bridges the gap between sales and...

Rachel Hakoune | 7 min read