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CRM and sales
Sales performance management what it is and how to do it right
CRM and sales

Sales performance management: what it is and how to do it right

A good salesperson can sell hay to a farmer or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of experience and hard...

Alicia Schneider | 17 min read

CRM and sales
Customer retention 8 strategies to keep customers coming back
CRM and sales

Customer retention: 8 strategies to keep customers coming back

Acquiring a new customer takes time, effort, and resources — from campaigns and negotiations to closing the deal. If every customer walked away after one purchase,...

Alicia Schneider | 20 min read

CRM and sales
a person at work with a notebook and cell phone and computer
CRM and sales

What is sales velocity and why is it important?

Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.

Allie Kashkash | 6 min read

CRM and sales
Sales invoice key elements and best practices
CRM and sales

Sales invoice: key elements and best practices

You may have a regular habit of grabbing a coffee from your favorite coffee shop, but in all likelihood, you probably don’t think about the transaction and its...

Alicia Schneider | 11 min read

CRM and sales
26 sales metrics successful sales teams are tracking in 2026
CRM and sales

26 sales metrics successful sales teams are tracking in 2026

Tracking sales metrics is like using a fitness tracker. You don’t just want to know how many steps you took yesterday; you want a full ptoicture of your health,...

Alicia Schneider | 23 min read

CRM and sales
CRM with a 360 degree customer view
CRM and sales

The 360 degree customer view and its role in CRM

Data is multiplying like never before. Harness its power with a 360 degree customer view.

Kerry Leech | 6 min read

CRM and sales
How to expand your customer base with sales prospecting
CRM and sales

How to expand your customer base with sales prospecting

If you’re marketing to everyone, you’re essentially marketing to no one. Without a targeted approach to understanding your intended audience, your sales team will...

Sean O'Connor | 15 min read

CRM and sales
What are hot leads in sales
CRM and sales

What are hot leads in sales?

What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?

David Hartshorne | 8 min read

CRM and sales
What is target account selling TAS
CRM and sales

What is target account selling (TAS)?

Learn how to use target account selling (tas) to bring highly qualified leads.

John Bogna | 7 min read

CRM and sales
How to use social selling to improve your B2B sales
CRM and sales

How to use social selling to improve your B2B sales

The more contact you have with your customers, the better your relationship with them will be. And, the better the relationship with your customers is, the more likely...

Alicia Schneider | 9 min read

CRM and sales
What is sales enablement Features that will boost sales in 2025
CRM and sales

What is sales enablement? Features that will boost sales in 2025

Sales enablement software gives sales teams a single place to access everything they need to sell smarter: training, coaching, sales content, analytics, and pipeline...

Allie Kashkash | 20 min read

CRM and sales
5 ways to build longlasting customer loyalty
CRM and sales

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....

Alicia Schneider | 8 min read

CRM and sales
Better forecasting how to design a sales process flowchart 2026
CRM and sales

Better forecasting: how to design a sales process flowchart [2026]

A strong sales process runs on clarity. When every rep understands the path from first outreach to signed contract, the entire team moves with more confidence and far...

Sean O'Connor | 14 min read

CRM and sales
The future of CRM Key trends to know
CRM and sales

The future of CRM: Key trends to know

CRM platforms boost any industry, but not all CRMs can meet current and future needs.

Kerry Leech | 8 min read

CRM and sales
CRM automation The what the why  the best CRM software solutions
CRM and sales

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...

Raphael Landau | 13 min read

CRM and sales
Top 6 sales tips to supercharge your sales team
CRM and sales

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.

John Bogna | 8 min read

CRM and sales
CRM for Healthcare Why Its Important Features to Look For and the Top 4
CRM and sales

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...

Raphael Landau | 11 min read

CRM and sales
The best CRM with Gmail integration and why you need one
CRM and sales

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...

monday.com | 8 min read

CRM and sales
The complete 2025 guide to AI sales automation for startups
CRM and sales

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...

Alicia Schneider | 19 min read

CRM and sales
What is a CRM agent The complete guide to AIpowered sales and service
CRM and sales

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...

Alicia Schneider | 17 min read

CRM and sales
For sales success look to project management
CRM and sales

For sales success, look to project management

Sales project management benefits range from organizing resources to better collaboration.

Rebecca Wojno | 8 min read