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

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

Price quote template for speedy sales processes
Price quotes are an integral part of doing business in many industries. They help communicate pricing...
8 min read

What is a simple bill of sale and why do you need one?
Whenever you buy or sell something, you have to protect yourself and your business. Even a misunderstanding...
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...
7 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

monday.com CRM for sales teams
monday.com CRM features and workflows were built with the core of customer relationship management (CRM) in...
11 min read