
10 of the top Salesforce CRM alternatives to consider...
Salesforce is a household name when it comes to CRMs, and although it’s a solid choice for many businesses, it’s not the only option on the market. If you’re...

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...

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...

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...

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...

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...

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...

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....

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...

Master the lead management process in 7 stages + how AI...
Lead management sits at the core of your business’s success. Without a constant fresh stream of incoming leads, your sales may dry up. Generating new leads is one part...

Mass email: definition, best practices, and FAQs
Mass email has been around longer than the internet. In May 1978, Marketing Manager Gary Thuerk sent a mass email to 397 accounts registered on the US Defence...

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...

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...

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,...

Lead capturing 101: Strategies and software for more...
When it comes to your business’s lead management, you can’t do much without knowing who your leads are or how to contact them. It’s not enough to strike a first...

CRM industries: breaking down CRM needs by industry
Not all industries have the same customer relationship management needs. Real estate agents rely on their network to close deals, whereas contractors might use a CRM...

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...

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...

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...

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...