How to build your own CRM system with monday.com
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...
Easy to use CRM software for Macs
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...
Choosing the right life insurance CRM
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...
Finance CRM: A practical guide to choosing the best software
Finance organizations absolutely need a customer relationship management (CRM) solution. But there’s more than one type of finance institution, including banks,...
9 Reasons to invest in an online CRM [and what to look for]
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...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...
Mastering sales management: Best practices for success
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...
What does CRM open source mean?
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...
CRM for startups: everything you need to know
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...
Why a sales tracker is essential to your sales operations
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...
Close deals faster with these 15 real estate CRMs
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...
What is pipeline management? Definition, examples, and best practices
Generating leads without tracking them in a pipeline is like filling a leaky bucket. You’ll never know where opportunities are slipping away or why your effort isn’t...
How to accelerate your business sales growth
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...
How to find the perfect CRM app for your business
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...
How to boost sales with intelligent deal tracking software
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...
Smart CRM management: 9 powerful use cases (and how AI transforms them)
Every business depends on its customers: acquiring them, keeping them happy, and building loyalty that lasts. And customer relationship management (CRM) software is one...
How to manage the flow of sales deals effectively
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...
Sales and CRM pipelines explained
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...
A short guide to a career as a sales representative
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...
What is the value of a CRM database, and what should it include?
When it comes to your prospects and customers, you need to know everything — their current needs, how they’ve historically been contacted by your company,...
How to choose the right cloud CRM
Nowadays, there’s no alternative to having relevant, automatically updated information at our fingertips. And cloud-based customer relationship management (CRM)...