Skip to main content Skip to footer
CRM and sales
HTML emails Everything you need to know
CRM and sales

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...

Alicia Schneider | 8 min read

CRM and sales
Customer support vs customer service Whats the difference
CRM and sales

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...

Alicia Schneider | 8 min read

CRM and sales
Customer onboarding guide best practices metrics and FAQs
CRM and sales

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...

Rebecca Noori | 10 min read

CRM and sales
How to design an effective customer education strategy
CRM and sales

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....

Alicia Schneider | 9 min read

CRM and sales
Customer success unleashed Strategies for effective implementation
CRM and sales

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...

Shana Vernon | 10 min read

CRM and sales
Why Customer Orientation Matters
CRM and sales

Why Customer Orientation Matters

Customer orientation is the key to business success.

Rosanna Campbell | 10 min read

CRM and sales
Master the lead management process in 7 stages  how AI can help
CRM and sales

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...

Alicia Schneider | 16 min read

CRM and sales
Lead distribution why it matters and applying it to your team
CRM and sales

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...

Alicia Schneider | 8 min read

CRM and sales
Asana vs Jira which is right for your team in 2025
CRM and 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...

Shana Vernon | 9 min read

CRM and sales
monday CRM vs Salesforce Which is better for your business
CRM and sales

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...

Alicia Schneider | 23 min read

CRM and sales
AI lead generation and management How to use AI to 10x your leads
CRM and sales

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...

Rosanna Campbell | 11 min read

CRM and sales
CRM industries breaking down CRM needs by industry
CRM and sales

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...

Alicia Schneider | 10 min read

CRM and sales
monday CRM vs monday work management Whats the difference
CRM and sales

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...

Alicia Schneider | 13 min read

CRM and sales
SugarCRM Vs Salesforce Use cases differences pricing and reviews
CRM and sales

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...

Bani Kaur | 8 min read

CRM and sales
A guide to building customer retention with Voice of the Customer VoC data
CRM and sales

A guide to building customer retention with Voice of the Customer (VoC) data

Customer data is the essence of strategic planning and customer relationship building. To execute successful campaigns, companies need to acquaint themselves with their...

Bani Kaur | 8 min read

CRM and sales
A person checking out his inbox for important mails.
CRM and sales

Email conversion rate: importance, tips, and FAQs

Customer attention is fleeting at best. With a sea of new brands vying for your customer’s attention via email each year, making an impression can be a marketer’s...

Bani Kaur | 7 min read

CRM and sales
Netsuite CRM vs Hubspot: Which CRM is for you?
CRM and sales

Netsuite CRM vs Hubspot: Which CRM is for you?

Any growing business knows the importance of having a great Customer Relationship Management tool (CRM) available for their team. With so many options available today,...

Allie Kashkash | 8 min read

CRM and sales
The best Salesforce alternatives for your business
CRM and sales

NetSuite CRM vs Salesforce: Which is the best choice?

If you’re weighing up which CRM solution would be the best fit for managing your customer relationships, you’ve come to the right place! In this article, we break...

Rosanna Campbell | 13 min read

CRM and sales
The best task app to organize your workflow
CRM and sales

Optimizing sales productivity for a high-performing sales team

Sales is the driving force behind any business. Without a strong sales team, it’s difficult for companies to grow and succeed in today’s competitive landscape....

Michelle Deery | 6 min read

CRM and sales
a marketer writing out an email a/b testing campaign on a white board
CRM and sales

Unlock the power of email A/B testing: Get to know the basics

Email marketing is a crucial part of any sales strategy, but are you using it to its full potential? In this guide, we’ll explore how you can unlock the power of...

monday.com | 8 min read

CRM and sales
A guide to the best CRM for education
CRM and sales

A guide to the best CRM for education

The education sector is awash with data — from student contact details and learning analytics to operational and administrative systems, your school or college needs a...

Rebecca Noori | 16 min read