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CRM and Sales

Access CRM best practices, latest trends and free templates.
Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
Customer segmentation for B2B sales and marketing
CRM and Sales

Customer segmentation for B2B sales and marketing

When it comes to selling, you typically want to do more with the least amount of resources possible. Customer segmentation helps you get there. 

monday.com | 8 min read

CRM and Sales
How to use customer profiling to increase sales
CRM and Sales

How to use customer profiling to increase sales

Mike Gospe, the founder of the KickStart Alliance and author of multiple marketing bestsellers, lives by a simple mantra: “Whoever understands the customer best...

Rosanna Campbell | 9 min read

CRM and Sales
Discover 15 ways to reduce your email bounce rate and improve your email deliverability.
CRM and Sales

What is email bounce rate, and how do you reduce it?

Email is still one of the most effective ways for marketers to reach their audience – but only if they have a low email bounce rate. If their emails bounce back,...

David Hartshorne | 12 min read

CRM and Sales
Customer lifetime value 8211 how to calculate track 038 increase
CRM and Sales

Customer lifetime value – how to calculate,...

When inflation is high, it’s important to double down on the customers you already have — both for retention and upselling. For new customers, you need to...

Bani Kaur | 6 min read

CRM and Sales
Email personalization how to get it right
CRM and Sales

Email personalization: how to get it right

I’ve just finished eating a spectacular chocolate chip cookie. Again. And I blame personalization entirely. You see, the barista at my local coffee shop knows my name....

Rosanna Campbell | 11 min read

CRM and Sales
Customer behavior analysis a guide
CRM and Sales

Customer behavior analysis: a guide

The results that stem from a customer behavior analysis help companies gain insight into how customers interact with a business. For example, if customers purchase a...

Alicia Schneider | 9 min read

CRM and Sales
Unlock the potential of customer feedback analysis
CRM and Sales

Unlock the potential of customer feedback analysis

Customer feedback is an immensely powerful tool for businesses that aim for growth. It provides true insight into what makes customers tick so businesses can improve...

Kerry Leech | 8 min read

CRM and Sales
How to unlock business insights through customer data analysis
CRM and Sales

How to unlock business insights through customer data...

Customer data analysis helps you understand precisely how your customers interact with your website, brand, and product. You can use these key insights to drive more...

David Hartshorne | 11 min read

CRM and Sales
email segmentation
CRM and Sales

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...

Hibathu Naseer | 8 min read

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

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...

Rebecca Noori | 8 min read

CRM and Sales
LionDesk pricing amp CRM for real estate review
CRM and Sales

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...

Alicia Schneider | 10 min read

CRM and Sales
Boost Your Revenue with Sales Analysis Techniques and Tools Explained
CRM and Sales

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...

monday.com | 3 min read

CRM and Sales
Lead nurturing definition and examples
CRM and Sales

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...

Hibathu Naseer | 8 min read

CRM and Sales
BANT (budget, authority, need, timing)
CRM and Sales

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...

Michelle Deery | 6 min read

CRM and Sales
Drip campaigns explained Examples and tips
CRM and Sales

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...

Rebecca Noori | 8 min read

CRM and Sales
How to track and report business sales revenue
CRM and Sales

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...

Rebecca Noori | 7 min read

CRM and Sales
How to structure your CRM data as your business grows
CRM and Sales

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...

Allie Kashkash | 7 min read

CRM and Sales
Our guide to customer tracking the right way
CRM and Sales

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...

Michelle Deery | 8 min read

CRM and Sales
Sales qualified leads SQL  what you need to know
CRM and Sales

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,...

Michelle Deery | 7 min read

CRM and Sales
5 tricks to build your sales optimization process
CRM and Sales

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...

Allie Kashkash | 6 min read

CRM and Sales
Crossselling vs upselling what8217s the difference
CRM and Sales

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...

Alicia Schneider | 7 min read