Copper CRM pricing review and alternatives
Pricing is one of the most important factors when choosing a CRM solution for your business — especially if you need buy-in from your organization’s...
Boost Your Revenue with Sales Analysis: Techniques and Tools Explained
Sales analysis is a crucial aspect of running a successful business. It involves studying data to understand how your products or services are performing and identify...
Lead nurturing: definition and examples
Lead nurturing should be a careful balance between building trust with potential customers, but not being too pushy. It shortens the sales cycle and lets you develop...
BANT: What you need to know to generate qualified leads
One way to ensure your company is targeting the right people is by using the BANT sales methodology. This sales framework can help your sales reps save time and money by...
Drip campaigns explained: Examples and tips
Keeping your brand top of mind with your target audience is half the battle in making sales. Whether you’re selling to existing customers or brand-new leads, you’ll...
How to track and report business sales revenue
Business owners are rarely just in it for the ride—they want to make money. That’s why tracking and reporting sales revenue is critical. This metric gives you an...
How to structure your CRM data as your business grows
Staying organized with sales data can sometimes feel overwhelming as your business grows. That’s where a CRM comes into play. A CRM is all about organization and helps...
Our guide to customer tracking the right way
When companies track and analyze their customer’s data, it helps them identify possible opportunities and challenges — and make data-informed decisions on what’s...
Sales qualified leads (SQL) — what you need to know
Research shows sales reps need to average 8-10 meaningful conversations per day to fulfill their monthly targets. That means between calls, emails, prospecting,...
5 tricks to build your sales optimization process
Your team has a lot of sales experience. Sometimes you win, sometimes you lose, it’s all part of the sales game. But, the real question is, do you learn from the past...
Cross-selling vs upselling: Top tips and strategies for 2025
What’s better for increasing sales: cross-selling or upselling? The truth is that both are great sales strategies but should be used in different scenarios. In order...
The pros and cons of using an on-premise CRM
You know you need a CRM as part of your sales process. But, you’re unsure which type of CRM is best for your team and its needs. When debating between an on-premise...
15 best CRM for utility companies in 2025
Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...
Tune into customer demands with an analytical CRM
Understanding how your customers think and what their expectations and desires are is essential for any company that wants a promising and profitable future. After all,...
Sales tips for effective campaign management
A successful sales campaign is important for driving profit, so understanding what makes a campaign prosperous is key. Besides having well-crafted products or services...
Understand company finances with a sales in balance sheet
When you start your own business or begin your accounting career, keeping track of your company’s assets, losses, and income can feel overwhelming. But doing so is...
Optimize B2C sales workflows with a robust CRM
Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C...
How to create a foolproof customer acquisition strategy
Marketing is tough in this day-and-age. Teams have shrunk, budgets are strained, and every penny needs to deliver ROI. That’s why you need a foolproof approach to...
CRM Glossary: all the CRM And sales terms you need to know
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...
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...
12 CRM best practices to improve adoption, data, and ROI
Without thoughtful best practices to drive ROI and improve business processes, your CRM is essentially a glorified Rolodex. CRMs do a great job at integrating business...