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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
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
Foster customer relationships with a CRM for utilities
CRM and Sales

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...

monday.com | 7 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

CRM and Sales
Build a loyal fan base with a CRM for sports
CRM and Sales

Build a loyal fan base with a CRM for sports

Managing a sports team presents a few unique challenges primarily because each player — and the organization as a whole — is a public figure. As new players are...

monday.com | 7 min read

CRM and Sales
7 CRM best practices for every business
CRM and Sales

7 CRM best practices for every business

It comes as no surprise that providing effective customer service is crucial for all businesses — excellent customer service helps retain loyal customers, attract new...

monday.com | 7 min read

CRM and Sales
What is a lead source and why are they so valuable
CRM and Sales

What is a lead source and why are they so valuable?

A lead source informs you how potential customers found your business. It’s vital information that helps you understand more about your audience, where to find them,...

David Hartshorne | 8 min read

CRM and Sales
Why your sales team needs opportunity management
CRM and Sales

Why your sales team needs opportunity management

If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...

Allie Kashkash | 7 min read

CRM and Sales
Defining the types of sales and careers within them
CRM and Sales

Defining the types of sales and careers within them

While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...

monday.com | 6 min read

CRM and Sales
Build stronger reader relationships with a CRM for publishers
CRM and Sales

Build stronger reader relationships with a CRM for...

Working in the publishing industry means juggling countless moving parts and meeting critical deadlines while catering to your readers’ unique tastes. After all,...

monday.com | 6 min read

CRM and Sales
Scale your direct sales business
CRM and Sales

Scale your direct sales business

Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...

monday.com | 7 min read

CRM and Sales
The best CRM for construction businesses
CRM and Sales

The best CRM for construction businesses

Construction companies face unique challenges regarding communication and documentation, which can sometimes be challenging because of workforce disbursement. Often, key...

monday.com | 6 min read

CRM and Sales
The best cheap CRM software
CRM and Sales

The best cheap CRM software

If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....

monday.com | 7 min read

CRM and Sales
How to create a customer journey map
CRM and Sales

How to create a customer journey map

Modern-day consumers are a fickle bunch. Before committing to a purchase, we go through 56 different touch points and are prone to popping items in our shopping cart...

Rebecca Noori | 9 min read

CRM and Sales
A guide to sales territory management
CRM and Sales

A guide to sales territory management

There’s a lot that goes into successful sales operations. You need to establish a specific sales pipeline, capture new leads and nurture them through the pipeline, and...

Alicia Schneider | 7 min read

CRM and Sales
What is a SaaS CRM and do you need one
CRM and Sales

What is a SaaS CRM, and do you need one?

Finding the right CRM for your company can be difficult, as each business has its own unique needs. The software-as-a-service (SaaS) industry is no exception. SaaS...

John Bogna | 8 min read

CRM and Sales
What is CPQ Configure Price Quote
CRM and Sales

What is CPQ (Configure, Price, Quote)?

By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...

David Hartshorne | 8 min read