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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
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...

All of us at monday.com | 7 min read

CRM and Sales
7 CRM best practices for 2023
CRM and Sales

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...

All of us at 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...

All of us at 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,...

All of us at 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...

All of us at monday.com | 7 min read

CRM and Sales
Best CRM for construction 2023
CRM and Sales

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...

All of us at monday.com | 6 min read

CRM and Sales
The top cheap CRMs of 2023
CRM and Sales

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....

All of us at 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
printed out sales report template
CRM and Sales

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...

Kerry Leech | 7 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

CRM and Sales
How to effectively manage raw leads and convert them
CRM and Sales

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....

Hibathu Naseer | 8 min read

CRM and Sales
Sales operations basics what it means and tips for success
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
What is customer engagement and why is it important
CRM and 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...

David Hartshorne | 9 min read

CRM and Sales
Getting started with conversion rate optimization
CRM and Sales

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...

Alicia Schneider | 7 min read

CRM and Sales
How AI for sales boosts efficiency and performance
CRM and Sales

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...

Kerry Leech | 9 min read

CRM and Sales
B2B sales process definition and best practices
CRM and Sales

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...

Hibathu Naseer | 8 min read

CRM and Sales
Creating an inbound marketing funnel that works
CRM and Sales

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...

Alicia Schneider | 7 min read