Skip to main content Skip to footer

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
Planning an automated email sequence
CRM and Sales

7 automated email sequences to power your CRM

Use these automated email sequences to nurture, engage, and convert leads into paying customers

David Hartshorne | 8 min read

CRM and Sales
5 ways to build longlasting customer loyalty
CRM and Sales

5 ways to build long-lasting customer loyalty

“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author, lecturer, and business trainer on sales and customer loyalty....

Alicia Schneider | 8 min read

CRM and Sales
Person checks scoring rules on their laptop next to phone and glasses on the desk.
CRM and Sales

Scoring rules: How to win more sales by rating your...

See how assigning behavior points during the buyer journey, through scoring rules, drives results.

Rebecca Noori | 9 min read

CRM and Sales
The reason you need a sales process flowchart
CRM and Sales

The reason you need a sales process flowchart

Sales process flowcharts can get your team working more efficiently. Learn how to make one.

John Bogna | 6 min read

CRM and Sales
The future of CRM Key trends to know
CRM and Sales

The future of CRM: Key trends to know

CRM platforms boost any industry, but not all CRMs can meet current and future needs.

Kerry Leech | 8 min read

CRM and Sales
Sales methodology How to deliver better sales results
CRM and Sales

Sales methodology: How to deliver better sales results

With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.

Kerry Leech | 10 min read

CRM and Sales
What is CRM automation benefits and how to
CRM and Sales

What is CRM automation? [benefits and how to]

CRM automation provides a time-saving solution that teams will love.

Michelle Deery | 7 min read

CRM and Sales
Top 6 sales tips to supercharge your sales team
CRM and Sales

Top 6 sales tips to supercharge your sales team

Take a look at our top six tips to step up your sales game and close more deals.

John Bogna | 8 min read

CRM and Sales
What is lead conversion and why is it important
CRM and Sales

What is lead conversion and why is it important?

Tracking lead conversion can help you build a better budget and streamline operations

Alicia Schneider | 8 min read

CRM and Sales
What is sales closing and why is it important
CRM and Sales

What is sales closing, and why is it important?

The universal goal for salespeople is quite simple: to close a deal.  Closing a sale is often accompanied by a buzz of excitement, added commission, and most...

David Hartshorne | 8 min read

CRM and Sales
CRM with document management to power up your teams
CRM and Sales

CRM with document management to power up your teams

Energize your team and boost productivity with a CRM system with document management.

monday.com | 8 min read

CRM and Sales
The best CRM with Gmail integration and why you need one
CRM and Sales

The best CRM with Gmail integration and why you need...

Customer relationship management (CRM) tools are essential for many entrepreneurs and team leaders seeking free up time in their work days by reducing repetitive manual...

monday.com | 8 min read

CRM and Sales
Why your team needs a CRM with marketing automation
CRM and Sales

Why your team needs a CRM with marketing automation

How integrating marketing automation with your CRM platform can maximize its potential.

Rebecca Wojno | 8 min read

CRM and Sales
Best CRM8217s with email marketing
CRM and Sales

Best CRM’s with email marketing

Billions of emails get sent out every day, especially by businesses who rely on newsletter and email campaigns to get their messaging out to customers. To get them to...

Rachel Hakoune | 7 min read

CRM and Sales
Excel sales training template
CRM and Sales

Excel sales training template

The sales game has changed rapidly in the last 70 years, and the Don Drapers of the world are no longer the bellwethers of the modern sales environment. What we can...

monday.com | 8 min read

CRM and Sales
CRM and Sales

Comprehensive CRM with inventory management

Traditional CRMs track customer relationships and interactions. Businesses use the data gathered to tailor the customer experience for each lead. The insights gained...

monday.com | 7 min read

CRM and Sales
CRM and Sales

Customizable CRM with order management

A customer relationship management or CRM system helps manage customer engagement and relations. Business owners use a CRM to drive marketing success through optimizing...

monday.com | 7 min read

CRM and Sales
two computers on desk
CRM and Sales

CRM vs CMS: how to choose for your business

Learn the difference between the two tools, who might need them, and how to use them with monday.com.

monday.com | 9 min read

CRM and Sales
Social CRM Why your CRM needs social media integrations
CRM and Sales

Social CRM: Why your CRM needs social media...

A social media CRM compiles all customer interactions into one organized place.

Danielle Tawfik | 9 min read

CRM and Sales
Win big CRM with quoting software
CRM and Sales

Win big: CRM with quoting software

For any organization selling a product or service, a fully integrated CRM software is one of your most valuable tools. It’s your single source of truth for nurturing...

monday.com | 7 min read

CRM and Sales
CRM and Sales

How a sales pipeline report keeps sales teams organized

A pipeline report is an important tool for sales teams in any industry. It lets you keep tabs on how many potential deals you have in the funnel. That information offers...

monday.com | 8 min read