How to create email sequences that deliver results: types, tips, & best practices
When it comes to return on investment (ROI), email marketing leads the way with a whopping $36 for every $1 spent. That success rate boils down to three crucial factors:...
5 ways to build long-lasting customer loyalty
“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author, lecturer, and business trainer on sales and customer loyalty....
Scoring rules: How to win more sales by rating your leads
See how assigning behavior points during the buyer journey, through scoring rules, drives results.
The reason you need a sales process flowchart
Sales process flowcharts can get your team working more efficiently. Learn how to make one.
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
Sales methodology: How to deliver better sales results
With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.
CRM automation: The what, the why + the best CRM software solutions
Customer relationship management (CRM) systems are the backbone of any thriving sales team — a prime example of how modern technology can drive productivity and...
Top 6 sales tips to supercharge your sales team
Take a look at our top six tips to step up your sales game and close more deals.
What is lead conversion and why is it important?
Tracking lead conversion can help you build a better budget and streamline operations
CRM for Healthcare: Why It’s Important, Features to Look For, and the Top 4
It’s no secret that workers in the healthcare industry have a ton on their plates. With jam-packed schedules, a fast-paced work environment, and people’s lives on...
The best CRM with Gmail integration and why you need one
Customer relationship management (CRM) tools are essential for many entrepreneurs and team leaders seeking free up time in their work days by reducing repetitive manual...
CRM marketing automation: 7 platforms to streamline marketing in 2025
Once a lead becomes a customer, they — and the valuable insights they offer — often drop off the marketing team’s radar simply because of limited time and tools...
8 CRMs with powerful email marketing features
Your customer relationship management (CRM) platform keeps track of all your contacts, and your email marketing software helps you communicate with them. Both of these...
Excel sales training template
The sales game has changed rapidly in the last 70 years, and the Don Drapers of the world are no longer the bellwethers of the modern sales environment. What we can...
CRM with inventory management: Streamline sales, service, and stock in one place
Traditional CRMs focus on tracking customer relationships and interactions, but today’s platforms do much more. A CRM with inventory management connects your sales,...
CRM vs CMS: how to choose for your business
Learn the difference between the two tools, who might need them, and how to use them with monday.com.
Customizable CRM with order management
A customer relationship management or CRM system helps manage customer engagement and relations. Business owners use a CRM to drive marketing success through optimizing...
Social CRM: Why your CRM needs social media integrations
Customer expectations have evolved with technology and social media. Your customers value the ability to contact you in a manner that’s most convenient for them,...
Win big: CRM with quoting software
For any organization selling a product or service, a fully integrated CRM software is one of your most valuable tools. It’s your single source of truth for nurturing...
How a sales pipeline report keeps sales teams organized
A pipeline report is an important tool for sales teams in any industry. It lets you keep tabs on how many potential deals you have in the funnel. That information offers...
ERP vs CRM: Breaking Down the Differences Between These SAAS Business Tools
In today’s day and age, for companies to be successful they must rely on technology to help streamline operations and enhance customer experience. When picking a...