What is account management?
According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this hinges on customer loyalty built by trust and confidence....
The lead management process: a practical guide
A great lead management process can transform your business.
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...
How to use email segmentation to improve email...
With the large number of marketing emails we receive from brands each day, it’s almost become a habit for us to ignore them unless they really stand out. So, what...
Email open rate: definition, formula, and tracking tips
347.3 billion emails will be sent and received every single day in 2023, and we’re on track to hit 361.6 billion by 2024. In a world of overflowing inboxes, email...
LionDesk pricing & CRM for real estate review
Customer relationship management (CRM) systems and their use cases have spread far and wide past sales and customer experience teams. LionDesk CRM is just one example of...
Boost Your Revenue with Sales Analysis: Techniques and...
Sales analysis is a crucial aspect of running a successful business. It involves studying data to understand how your products or services are performing and identify...
Lead nurturing: definition and examples
Lead nurturing should be a careful balance between building trust with potential customers, but not being too pushy. It shortens the sales cycle and lets you develop...
BANT: What you need to know to generate qualified leads
One way to ensure your company is targeting the right people is by using the BANT sales methodology. This sales framework can help your sales reps save time and money by...
Drip campaigns explained: Examples and tips
Keeping your brand top of mind with your target audience is half the battle in making sales. Whether you’re selling to existing customers or brand-new leads, you’ll...
How to track and report business sales revenue
Business owners are rarely just in it for the ride—they want to make money. That’s why tracking and reporting sales revenue is critical. This metric gives you an...
How to structure your CRM data as your business grows
Staying organized with sales data can sometimes feel overwhelming as your business grows. That’s where a CRM comes into play. A CRM is all about organization and helps...
Our guide to customer tracking the right way
When companies track and analyze their customer’s data, it helps them identify possible opportunities and challenges — and make data-informed decisions on what’s...
Sales qualified leads (SQL) — what you need to know
Research shows sales reps need to average 8-10 meaningful conversations per day to fulfill their monthly targets. That means between calls, emails, prospecting,...
5 tricks to build your sales optimization process
Your team has a lot of sales experience. Sometimes you win, sometimes you lose, it’s all part of the sales game. But, the real question is, do you learn from the past...
Cross-selling vs upselling: what’s the...
What’s better for your business: cross-selling or upselling? The truth is that both are great marketing strategies but should be used in different scenarios. In order...
The pros and cons of using an on-premise CRM
You know you need a CRM as part of your sales process. But, you’re unsure which type of CRM is best for your team and its needs. When debating between an on-premise...
Foster customer relationships with a CRM for utilities
Utility companies are uniquely positioned to collect large amounts of customer data, thanks to the sheer amount of consistent interactions they have with customers. If...
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,...
Sales tips for effective campaign management
A successful sales campaign is important for driving profit, so understanding what makes a campaign prosperous is key. Besides having well-crafted products or services...
Understand company finances with a sales in balance...
When you start your own business or begin your accounting career, keeping track of your company’s assets, losses, and income can feel overwhelming. But doing so is...
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...
How to create a foolproof customer acquisition strategy
Marketing is tough in this day-and-age. Teams have shrunk, budgets are strained, and every penny needs to deliver ROI. That’s why you need a foolproof approach to...
CRM Glossary: all the CRM And sales terms you need to...
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...