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CRM and sales
15 best CRM for utility companies in 2025
CRM and sales

15 best CRM for utility companies in 2025

Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...

Rebecca Noori | 15 min read

CRM and sales
Tune into customer demands with an analytical CRM
CRM and sales

Tune into customer demands with an analytical CRM

Understanding how your customers think and what their expectations and desires are is essential for any company that wants a promising and profitable future. After all,...

monday.com | 8 min read

CRM and sales
Optimize B2C sales workflows with a robustCRM
CRM and sales

Optimize B2C sales workflows with a robust CRM

Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C...

monday.com | 7 min read

CRM and sales
CRM Glossary all the CRM And sales terms you need to know
CRM and sales

CRM Glossary: all the CRM And sales terms you need to know

In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...

Raphael Landau | 10 min read

CRM and sales
12 CRM best practices to improve adoption data and ROI
CRM and sales

12 CRM best practices to improve adoption, data, and ROI

Without thoughtful best practices to drive ROI and improve business processes, your CRM is essentially a glorified Rolodex. CRMs do a great job at integrating business...

Alicia Schneider | 21 min read

CRM and sales
What is a lead source and why are they so valuable
CRM and sales

What is a lead source and why are they so valuable?

A lead source informs you how potential customers found your business. It’s vital information that helps you understand more about your audience, where to find them,...

David Hartshorne | 8 min read

CRM and sales
Why your sales team needs opportunity management
CRM and sales

Why your sales team needs opportunity management

If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...

Allie Kashkash | 7 min read

CRM and sales
Defining the types of sales and careers within them
CRM and sales

Defining the types of sales and careers within them

While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...

monday.com | 6 min read

CRM and sales
Scale your direct sales business
CRM and sales

Scale your direct sales business

Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...

monday.com | 7 min read

CRM and sales
The Best CRM for Construction Companies in 2026
CRM and sales

The Best CRM for Construction Companies in 2026

Construction companies face unique challenges in managing customer relationships, projects, and communication across dispersed teams and job sites. To overcome these...

David Hartshorne | 17 min read

CRM and sales
The best cheap CRM software
CRM and sales

The best cheap CRM software

If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....

monday.com | 7 min read

CRM and sales
The 12 best CRM for SaaS companies
CRM and sales

The 12 best CRM for SaaS companies

Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables...

Rebecca Noori | 13 min read

CRM and sales
The ultimate guide to managing your sales orders effectively
CRM and sales

The ultimate guide to managing your sales orders effectively

In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...

David Hartshorne | 0 min read

CRM and sales
What is CPQ Configure Price Quote
CRM and sales

What is CPQ (Configure, Price, Quote)?

By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...

David Hartshorne | 8 min read

CRM and sales
Sales operations What it is strategies tools and best practices
CRM and sales

Sales operations: What it is, strategies, tools, and best practices

Sales operations is the backbone of modern revenue teams. It’s the discipline that brings together people, processes, data, and technology to help sales reps close...

Alicia Schneider | 15 min read

CRM and sales
What is customer engagement and why is it important
CRM and sales

What is customer engagement and why is it important?

Customer engagement is no longer a “nice to have” – customers expect brands to engage with them throughout their journey using various methods on different...

David Hartshorne | 9 min read

CRM and sales
Is AI for sales worth all the hype
CRM and sales

Is AI for sales worth all the hype?

Some sales professionals swear by artificial intelligence tools. Others are more weary of them and worry they’ll replace the necessary human touch involved in building...

Alicia Schneider | 14 min read

CRM and sales
How to take your B2B sales process to the next level with AI
CRM and sales

How to take your B2B sales process to the next level with AI

Nailing your company’s B2B sales process is one of the most important ways to increase sales. Think of your sales process like a map. It’s there to guide your sales...

Alicia Schneider | 15 min read

CRM and sales
What is a MQL marketing qualified lead
CRM and sales

What is a MQL (marketing qualified lead?)

Trying to win more sales can be a puzzle. You might be stumped if you’re attracting a constant stream of leads, but they’re not converting into sales. Or...

Rebecca Noori | 8 min read

CRM and sales
Considering a tech sales job Heres how to get started
CRM and sales

Considering a tech sales job? Here’s how to get started

The tech industry is constantly bringing out new and interesting products, so there’s no shortage of work for people in tech sales. These days most tech products are...

John Bogna | 8 min read

CRM and sales
What is a webbased CRM and why does it matter
CRM and sales

What is a web-based CRM, and why does it matter?

Setting up an on-premise customer relationship management (CRM) system requires a significant investment of time, energy, and money because you need space for the...

Michelle Deery | 6 min read