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...
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...
7 CRM best practices for 2023
It comes as no surprise that providing effective customer service is crucial for all businesses — excellent customer service helps retain loyal customers, attract new...
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,...
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...
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...
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,...
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...
Best CRM for construction 2023
Construction companies face unique challenges regarding communication and documentation, which can sometimes be challenging because of workforce disbursement. Often, key...
The top cheap CRMs of 2023
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....
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...
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...
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...
Winning formula to managing sales orders (hint:...
In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...
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...
How to effectively manage raw leads and convert them
Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s your job to filter the list and identify the valuable ones....
Sales operations basics: what it means and tips for...
“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s more than the day-to-day goings-on of a sales team — sales...
What is customer engagement and why is it important?
Customer engagement is no longer a “nice to have” – customers expect brands to engage with them throughout their journey using various methods on different...
Getting started with conversion rate optimization
You may have mastered getting traffic to your site, but what good is that traffic if visitors aren’t converting? Depending on who you ask, you’ll probably get a...
How AI for sales boosts efficiency and performance
Recent research by Gartner found that 88% of Chief Sales Officers (CSOs) have invested or are considering investing in AI. But make no mistake, “the rise of the...
B2B sales process: definition and best practices
The B2B sales process — it’s a maze, a labyrinth. You can easily get lost while trying to wrap your head around this dynamic cycle. To help, we’ve created a...
Creating an inbound marketing funnel that works
When marketing your business, it’s always ideal to have customers coming to you rather than spending time and resources seeking them out. Inbound marketing is a good...