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CRM and Sales

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Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
AI email generator Best practices for sales teams
CRM and Sales

AI email generator: Best practices for sales teams

AI has infiltrated multiple aspects of our personal and professional lives. We use the technology to play our favorite music, log into our phones using Face ID, and even...

Rebecca Noori | 7 min read

CRM and Sales
How to save your team time with a shared inbox
CRM and Sales

How to save your team time with a shared inbox

We all know the feeling. That moment when you realize that you didn’t reply to the client’s email. The really important email. The email that would have meant...

Rosanna Campbell | 9 min read

CRM and Sales
Data enrichment Benefits and best practices
CRM and Sales

Data enrichment: Benefits and best practices

When Christopher Columbus set out in 1492 to discover a westward route from Europe to Asia, he accidentally landed in the Americas. The problem? Bad data. Columbus had...

Rebecca Noori | 8 min read

CRM and Sales
HTML emails Everything you need to know
CRM and Sales

HTML emails: Everything you need to know

You may not realize it, but most of the emails in your inbox are HTML emails. Plain text emails, by comparison, are exactly what they sound like – text only, and...

Alicia Schneider | 8 min read

CRM and Sales
Customer support vs customer service Whats the difference
CRM and Sales

Customer support vs customer service: What’s the...

The terms customer service and customer support are often used interchangeably, and while both refer to ways of assisting customers, they differ in their approaches. In...

Alicia Schneider | 8 min read

CRM and Sales
Customer onboarding guide best practices metrics and FAQs
CRM and Sales

Customer onboarding guide: best practices, metrics, and...

You’ve nurtured the lead, closed the sale, and are ready to watch the revenue roll in. It sounds like your work is done, but customer onboarding is the next...

Rebecca Noori | 10 min read

CRM and Sales
How to design an effective customer education strategy
CRM and Sales

How to design an effective customer education strategy

You provide your customers with support, community, content, and perks, but if you’re not teaching them, you’re missing out on a critical way of engaging them....

Alicia Schneider | 9 min read

CRM and Sales
Customer success unleashed Strategies for effective implementation
CRM and Sales

Customer success unleashed: Strategies for effective...

The key to a successful business is the relationship you have with your customers. We all want our customers to continuously thrive using our products and services, but...

Shana Vernon | 10 min read

CRM and Sales
Why Customer Orientation Matters
CRM and Sales

Why Customer Orientation Matters

Customer orientation is the key to business success.

Rosanna Campbell | 10 min read

CRM and Sales
Lead distribution why it matters and applying it to your team
CRM and Sales

Lead distribution: why it matters and applying it to...

Each lead is unique, just like each sales rep is unique. To maximize every opportunity with a potential customer, it’s important to pair them up with the best sales...

Alicia Schneider | 8 min read

CRM and Sales
Asana vs Jira which is right for your team
CRM and Sales

Lead qualification checklist to streamline sales

Ever wondered what sets top-performing sales teams apart from the rest? The secret lies in lead qualification – boosting efficiency by focusing on the most promising...

Shana Vernon | 9 min read

CRM and Sales
monday sales CRM vs Salesforce which is better for your business
CRM and Sales

monday sales CRM vs. Salesforce: which is better for...

Both monday sales CRM and Salesforce are cloud-based platforms that help companies manage their business and automate processes related to customer service, sales,...

Alicia Schneider | 11 min read

CRM and Sales
Lead capturing 101 Software and strategies
CRM and Sales

Lead capturing 101: Software and strategies

Great lead capturing is critical to your business success.

Rosanna Campbell | 9 min read

CRM and Sales
monday sales CRM vs monday work management
CRM and Sales

monday sales CRM vs. monday work management

The monday.com universe of products is always expanding and we’ve received a lot of questions from you, our customers, about when to use which product. Here, we’re...

Jackie Goldberg | 4 min read

CRM and Sales
A guide to building customer retention with Voice of the Customer VoC data
CRM and Sales

A guide to building customer retention with Voice of...

Customer data is the essence of strategic planning and customer relationship building. To execute successful campaigns, companies need to acquaint themselves with their...

Bani Kaur | 8 min read

CRM and Sales
How lead analytics can drive revenue growth
CRM and Sales

How lead analytics can drive revenue growth

You can’t build an effective marketing strategy without understanding who buys from you, where they come from, and what makes them hit that Buy button. Enter lead...

Rosanna Campbell | 9 min read

CRM and Sales
A person checking out his inbox for important mails.
CRM and Sales

Email conversion rate: importance, tips, and FAQs

Customer attention is fleeting at best. With a sea of new brands vying for your customer’s attention via email each year, making an impression can be a marketer’s...

Bani Kaur | 7 min read

CRM and Sales
NetSuite CRM vs Salesforce: Which is the best choice?
CRM and Sales

NetSuite CRM vs Salesforce: Which is the best choice?

If you’re weighing up which CRM solution would be the best fit for managing your customer relationships, you’ve come to the right place! In this article, we break...

Rosanna Campbell | 13 min read

CRM and Sales
Optimizing sales productivity for a highperforming sales team
CRM and Sales

Optimizing sales productivity for a high-performing...

Sales is the driving force behind any business. Without a strong sales team, it’s difficult for companies to grow and succeed in today’s competitive landscape....

Michelle Deery | 6 min read

CRM and Sales
a marketer writing out an email a/b testing campaign on a white board
CRM and Sales

Unlock the power of email A/B testing: Get to know the...

Email marketing is a crucial part of any sales strategy, but are you using it to its full potential? In this guide, we’ll explore how you can unlock the power of...

monday.com | 8 min read

CRM and Sales
A guide to the best CRM for education
CRM and Sales

A guide to the best CRM for education

The education sector is awash with data — from student contact details and learning analytics to operational and administrative systems, your school or college needs a...

Rebecca Noori | 16 min read