What is account management?
In today’s dynamic world, the fate of brands hinges on customer loyalty, which is gained by trust and confidence. Particularly for B2B organizations and...
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...
The reason you need a sales process flowchart
Sales process flowcharts can get your team working more efficiently. Learn how to make one.
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
Sales methodology: How to deliver better sales results
With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.
What is CRM automation? [benefits and how to]
CRM automation provides a time-saving solution that teams will love.
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.
What is lead conversion and why is it important?
Tracking lead conversion can help you build a better budget and streamline operations
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...
CRM with document management to power up your teams
Energize your team and boost productivity with a CRM system with document management.
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...
Why your team needs a CRM with marketing automation
How integrating marketing automation with your CRM platform can maximize its potential.
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...
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...
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...
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...
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.
Social CRM: Why your CRM needs social media...
A social media CRM compiles all customer interactions into one organized place.
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...
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...
ERP vs CRM compared: differences and benefits
ERPs and CRMs are two types of systems businesses rely on to streamline operations and enhance customer experience. Both systems are valuable tools in the business...
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 you access the right resources to get the job done. When you...
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. Buyer persona templates can take that one step further by...