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Customer profile template to reach your target audience
CRM and Sales

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 analytics
CRM and Sales

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
CRM and Sales

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

crm for nonprofits
CRM and Sales

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

A form in the buyer persona template
CRM and Sales

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
CRM and Sales

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

Sick of starting from scratch every time you create a quote? Speed things up with this price quote template from the team at monday.com.
CRM and Sales

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

Buying or selling an item? Protect yourself with a simple bill of sale template, lovingly handcrafted by your friends at monday.com.
CRM and Sales

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 time
CRM and Sales

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

client information sheet template
CRM and Sales

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

monday crm dashboards
CRM and Sales

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

characters with puzzle pieces
CRM and Sales

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