6 ways customer data can help personalize your marketing campaigns
You’ve saved your customer contact forms, archived your email conversations, and sent your transaction data to your accounts team. What’s next? Some...
Affiliate management: How to manage affiliates
Effective affiliate management is key to making your affiliate program work. And, given that affiliate marketing is involved in 16% of all the ecommerce sales in the US...
How to measure and improve your customer satisfaction
Customer satisfaction measures how much your customers like your products or services. And in some cases, it can make or break your business. Highly satisfied customers...
10 of the top Salesforce CRM alternatives to consider in 2025
Salesforce is a household name when it comes to CRMs, and although it’s a solid choice for many businesses, it’s not the only option on the market. If you’re...
AI email generator: Best practices for sales teams
AI has infiltrated multiple aspects of our personal and professional lives. We use the technology to play our favorite music, log into our phones using Face ID, and even...
How to save your team time with a shared inbox
We all know the feeling. That moment when you realize that you didn’t reply to the client’s email. The really important email. The email that would have meant...
Data enrichment: Benefits and best practices
When Christopher Columbus set out in 1492 to discover a westward route from Europe to Asia, he accidentally landed in the Americas. The problem? Bad data. Columbus had...
HTML emails: Everything you need to know
You may not realize it, but most of the emails in your inbox are HTML emails. Plain text emails, by comparison, are exactly what they sound like – text only, and...
Customer support vs customer service: What’s the difference?
The terms customer service and customer support are often used interchangeably, and while both refer to ways of assisting customers, they differ in their approaches. In...
Customer onboarding guide: best practices, metrics, and FAQs
You’ve nurtured the lead, closed the sale, and are ready to watch the revenue roll in. It sounds like your work is done, but customer onboarding is the next...
How to design an effective customer education strategy
You provide your customers with support, community, content, and perks, but if you’re not teaching them, you’re missing out on a critical way of engaging them....
Customer success unleashed: Strategies for effective implementation
The key to a successful business is the relationship you have with your customers. We all want our customers to continuously thrive using our products and services, but...
Master the lead management process in 7 stages + how AI can help
Lead management sits at the core of your business’s success. Without a constant fresh stream of incoming leads, your sales may dry up. Generating new leads is one part...
Lead distribution: why it matters and applying it to your team
Each lead is unique, just like each sales rep is unique. To maximize every opportunity with a potential customer, it’s important to pair them up with the best sales...
Lead qualification checklist to streamline sales
Ever wondered what sets top-performing sales teams apart from the rest? The secret lies in lead qualification – boosting efficiency by focusing on the most promising...
monday CRM vs. Salesforce: Which is better for your business?
Both monday CRM and Salesforce are cloud-based CRM platforms that help companies manage customer data, workflows, and automate processes related to sales, marketing, and...
Lead capturing 101: Strategies and software for more successful leads
When it comes to your business’s lead management, you can’t do much without knowing who your leads are or how to contact them. It’s not enough to strike a first...
CRM industries: breaking down CRM needs by industry
Not all industries have the same customer relationship management needs. Real estate agents rely on their network to close deals, whereas contractors might use a CRM...
monday CRM vs monday work management: What’s the difference?
In the beginning, monday.com started as a work management platform. Now, offers specialized products for sales, service, and development teams. That growth has led to...
SugarCRM Vs. Salesforce: Use cases, differences, pricing, and reviews
SugarCRM and Salesforce are two globally acclaimed customer management tools with millions of users. Both have established their names with unique features, team...