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CRM and Sales

Access CRM best practices, latest trends and free templates.
Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
Pipedrive vs mondaycom an indepth CRM comparison
CRM and Sales

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...

monday.com | 8 min read

CRM and Sales
What you need to know about CRM dashboards
CRM and Sales

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...

monday.com | 6 min read

CRM and Sales
Improve routine business with CRM operations tools
CRM and Sales

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...

monday.com | 6 min read

CRM and Sales
CRM examples why you need it
CRM and Sales

CRM examples: why you need it

Customer relationship management (CRM) software is one of the most valuable tools your sales business can invest in. It streamlines operations, puts all the right data...

John Bogna | 7 min read

CRM and Sales
What is customer attrition and how do you minimize it
CRM and Sales

What is customer attrition and how do you minimize it?

Customers come and go — it’s just a fact of life. But keeping your customers happy and reducing your customer attrition rate is a surefire way to boost revenue and...

David Hartshorne | 8 min read

CRM and Sales
HubSpot vs Salesforce Which is better for your business
CRM and Sales

HubSpot vs. Salesforce: Which is better for your...

HubSpot and Salesforce are both cloud-based customer relationship management (CRM) systems. They connect various data sources in one place, providing your sales teams...

Rebecca Noori | 4 min read

CRM and Sales
Choosing the best CRM for hotels to optimize workflow
CRM and Sales

Choosing the best CRM for hotels to optimize workflow

In your daily life, you juggle countless personal and business tasks. Perhaps you use a planner app or calendar on your phone. Or maybe even a dry-erase board, physical...

monday.com | 7 min read

CRM and Sales
The nuts and bolts of creating customer value
CRM and Sales

The nuts and bolts of creating customer value

Think of a time you bought something you wanted. Whether it was a shirt, the latest phone, or a book. What value did that item have? “Value” means a lot more than an...

Alicia Schneider | 8 min read

CRM and Sales
warm leads
CRM and Sales

What are warm leads and how to generate them

As a sales professional, you’re constantly looking to chase the right leads and make the most out of your efforts. Warm leads present an enticing opportunity — all...

Hibathu Naseer | 8 min read

CRM and Sales
What is sales performance management
CRM and Sales

What is sales performance management?

A good salesperson can sell ice in a snowstorm, hay to a farmer, or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of...

Alicia Schneider | 9 min read

CRM and Sales
Customer retention explained
CRM and Sales

Customer retention explained

You’ve successfully closed deals and hit your sales quota. Now what? Your first thought may be to repeat the process and bring in new sales again. But there’s...

Hibathu Naseer | 8 min read

CRM and Sales
a person at work with a notebook and cell phone and computer
CRM and Sales

What is sales velocity and why is it important?

Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.

Allie Kashkash | 6 min read

CRM and Sales
Sales invoice key elements and best practices
CRM and Sales

Sales invoice: key elements and best practices

You may have a regular habit of grabbing a coffee from your favorite coffee shop, but in all likelihood, you probably don’t think about the transaction and its...

Alicia Schneider | 11 min read

CRM and Sales
Why you should care about sales metrics
CRM and Sales

Why you should care about sales metrics

You can’t measure what you don’t track. Start tracking your sales metrics and setting more focused goals.

John Bogna | 8 min read

CRM and Sales
CRM with a 360 degree customer view
CRM and Sales

The 360 degree customer view and its role in CRM

Data is multiplying like never before. Harness its power with a 360 degree customer view.

Kerry Leech | 6 min read

CRM and Sales
Expand your customer base with sales prospecting
CRM and Sales

Expand your customer base with sales prospecting

The average American sees 4,000 to 10,000 ads every day. That’s a lot of noise and competition for sales pros to cut through to convert leads into paying...

Rebecca Noori | 10 min read

CRM and Sales
What is a sales quota and how can you effectively set one
CRM and Sales

What is a sales quota and how can you effectively set...

Salespeople thrive on incentives — it’s what drives them to succeed. They want to achieve their latest sales quota and earn a substantial commission. But how do...

David Hartshorne | 9 min read

CRM and Sales
What are hot leads in sales
CRM and Sales

What are hot leads in sales?

What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?

David Hartshorne | 8 min read

CRM and Sales
What is target account selling TAS
CRM and Sales

What is target account selling (TAS)?

Learn how to use target account selling (tas) to bring highly qualified leads.

John Bogna | 7 min read

CRM and Sales
How to use social selling to improve your B2B sales
CRM and Sales

How to use social selling to improve your B2B sales

The more contact you have with your customers, the better your relationship with them will be. And, the better the relationship with your customers is, the more likely...

Alicia Schneider | 9 min read

CRM and Sales
a team planning a sales enablement strategy with their computers, papers, and a pen
CRM and Sales

Why sales enablement is critical for sales teams

Sales enablement processes bring together your sales teams with the right tools and information in order to identify opportunities and close deals. The process...

Allie Kashkash | 7 min read