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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 | 9 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

CRM and sales
The pros and cons of using an onpremise CRM
CRM and sales

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...

Allie Kashkash | 6 min read

CRM and sales
15 best CRM for utility companies in 2025
CRM and sales

15 best CRM for utility companies in 2025

Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...

Rebecca Noori | 15 min read

CRM and sales
Tune into customer demands with an analytical CRM
CRM and sales

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,...

monday.com | 8 min read

CRM and sales
Sales tips for effective campaign management
CRM and sales

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...

monday.com | 7 min read

CRM and sales
Understand company finances with a sales in balance sheet
CRM and sales

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...

monday.com | 6 min read

CRM and sales
Optimize B2C sales workflows with a robustCRM
CRM and sales

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...

monday.com | 7 min read

CRM and sales
Building a culture of customer obsession
CRM and sales

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...

Kerry Leech | 8 min read

CRM and sales
CRM Glossary all the CRM And sales terms you need to know
CRM and sales

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...

Danielle Tawfik | 10 min read