Account management: A guide and best practices
Customer loyalty is made by nurturing trust and confidence, which is hard to do if you’re not regularly engaging your clients. Account management allows organizations...
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...
Pipedrive vs. monday.com: An in-depth CRM comparison
A robust customer relationship management platform is a must for any company serious about driving sales and building connections with new or existing customers. But...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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.
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...
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.
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.
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...
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...
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?
What is target account selling (TAS)?
Learn how to use target account selling (tas) to bring highly qualified leads.
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...
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...