ERP vs CRM compared: differences and benefits
ERPs and CRMs are two types of systems businesses rely on to streamline operations and enhance customer...
Use an RFP template to receive great bids
When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure ...
Your guide to creating effective customer personas with...
When done correctly, customer personas create powerful brand messaging by targeting a specific kind of...
A simple sales report template to improve your sales...
Keeping track of your company’s sales performance is crucial. In fact, companies that track objectives in...
Pitch deck template for a winning sales pitch
A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a ...
The best CRM for nonprofits in 2023
Learn why a CRM is a crucial tool for nonprofit organizations to understand/ manage their relationships with...
Discover your market with a positioning statement...
In the next several minutes, you’ll discover how a positioning statement can help boost customer...
Improved email readability, better composer UX,...
You shared your feedback on Emails & Activities and we took note. Thanks to you we’ve been able to make...
Customer profile template to reach your target audience
Successful small business owners and marketing managers share a common understanding — you can’t reach...
Free sales invoice template — get more done in less...
Invoicing is one of the most important and often time-consuming parts of bookkeeping. But this process, as...
Free & easy-to-use client information sheet...
Your client list is growing every day. Celebration time! Yet every name added to the list makes the...
Land deals with this CRM sales process
A simple Customer Relationship Management system or CRM may seem like the obvious choice to help manage core...