
ERP vs CRM compared: differences and benefits
ERPs and CRMs are two types of systems businesses rely on to streamline operations and enhance customer...
8 min read

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 ...
9 min read

Your guide to creating effective customer personas with...
When done correctly, customer personas create powerful brand messaging by targeting a specific kind of...
9 min read

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...
11 min read

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 ...
10 min read

The best CRM for nonprofits in 2023
Learn why a CRM is a crucial tool for nonprofit organizations to understand/ manage their relationships with...
9 min read

Discover your market with a positioning statement...
In the next several minutes, you’ll discover how a positioning statement can help boost customer...
9 min read

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...
3 min read

Customer profile template to reach your target audience
Successful small business owners and marketing managers share a common understanding — you can’t reach...
9 min read

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...
8 min read

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...
7 min read

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...
9 min read