What is account management?
In today’s dynamic world, the fate of brands hinges on customer loyalty, which is gained by trust and confidence. Particularly for B2B organizations and...
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...
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...
What is a MQL (marketing qualified lead?)
Trying to win more sales can be a puzzle. You might be stumped if you’re attracting a constant stream of leads, but they’re not converting into sales. Or...
Support cross-team communication with a collaborative...
Your organization has multiple customer-facing teams, the most crucial being sales, marketing, and customer service — and they typically all rely on a customer...
Considering a tech sales job? Here’s how to get...
The tech industry is constantly bringing out new and interesting products, so there’s no shortage of work for people in tech sales. These days most tech products are...
What is a web-based CRM, and why does it matter?
Setting up an on-premise customer relationship management (CRM) system requires a significant investment of time, energy, and money because you need space for the...
Sales budgets: 7 steps for growth
Sales budgets are essential to business performance. They outline the total revenue figures a business aims to achieve in a certain period. Interestingly, despite the...
Why you should have a sales commission plan for your...
A competitive pay structure and commission plan are essential to bringing in and retaining the best sales talent. According to a 2022 study on the Great Resignation by...
CRM campaign features, benefits, and examples
CRM systems gather essential information about leads and customers, allowing marketing teams to segment and target their audience in various campaigns, such as email and...
Customer churn: common causes and how to reduce it
Even if you’re a great salesperson with a flawless presentation, your company will lose customers — it’s inevitable. Often, the blame falls on the product or...
CRM reporting: A powerful tool to track sales...
CRM (Customer Relationship Management) reporting is integral to any business that wants to maintain a good customer relationship. It allows businesses to track customer...
Building a culture of customer obsession
If you’ve ever found yourself uttering something along the lines of “I could never live without my iPhone,” or “life would be so much harder without Amazon...
Is last touch attribution a useful sales metric?
It’s always interesting to wonder which advertisement or connection with your brand made the buyer choose your business. Sales teams specifically seek this information...
5 top demand generation strategies with examples
Let’s start by addressing a common misconception. Demand generation is not about generating demand for the product or service you’re supplying. The demand is...
Freshdesk vs. Zendesk: Which CRM best meets your...
No matter what industry you’re in, your customers are the backbone of your business. Keeping your customers happy means maintaining a positive reputation, sustaining...
Pipedrive vs. monday.com: an in-depth CRM comparison
Choosing the right CRM for your company is one of the most crucial decisions you’ll make since the right platform can support your employees in best supporting your...
What you need to know about CRM dashboards
Dynamic customer relationship management (CRM) systems are usually cloud-based alternatives to off-the-shelf legacy programs with limited capabilities and manual...
Improve routine business with CRM operations tools
Most companies struggle with the general relationship between their sales and marketing teams. Fostering this relationship means taking full advantage of the...