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...
For sales success, look to project management
Sales project management benefits range from organizing resources to better collaboration.
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...
11 marketing tools sales reps can use to close leads
Read about the essential marketing tools sales teams can use to convert more leads.
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,...
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,...
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...
Your guide to creating effective buyer personas with a template
When done correctly, buyer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further by...
Master your data: The ultimate guide to sales report templates
At the heart of an effective sales report template is data — the lifeblood of any successful sales strategy. By collecting and analyzing metrics such as revenue, win...
Beyond the template: How to build a winning pitch deck in 2026
Creating a pitch deck seems like it should be easy. After all, it’s just a few slides about your business, and you already have all the data you need. The truth is, a...
The Top 10 Nonprofit CRM Software to Maximize Your Organization’s Impact
When you think of running a nonprofit organization, the first thing that comes to mind probably isn’t a CRM. But the truth is, a CRM is key for nonprofits to manage...
Discover your market with a positioning statement template
In the next several minutes, you’ll discover how a positioning statement can help boost customer engagement in the digital marketing space. You’ll also receive a...
How to create a customer profile that drives engagement and growth
Successful business owners and marketing managers share a common understanding: You can’t reach the right customers if you don’t know who they are. That’s why they...
The ultimate guide to professional price quote templates
Imagine you’re after a meeting with an important customer or dream client, you patch together a price quote, send it off, and only then realize you forgot to include...
What is a simple bill of sale and why do you need one?
Whenever you buy or sell something, you have to protect yourself and your business. Even a misunderstanding between two parties during a transaction can lead to future...
Essential elements of a professional sales invoice template
A sales invoice template helps businesses get paid faster by ensuring every invoice includes the right details, calculations, and payment terms — without rebuilding...
How to keep track of your business deals, customers, and projects
There’s a lot to keep track of when running a business, but the 3 most important things are your sales deals, customer information, and project management. Managing...
Your guide to easy and accurate sales prediction
Sales prediction has been around for as long as people have been selling things. After all, it’s essential for planning — you don’t know how much to invest in...
Personal CRM: benefits and step-by-step guide
A well-kept secret? CRM software — extremely capable contact and communication management solutions — can be useful when applied in the context of your day-to-day...