The pros and cons of using an on-premise CRM
You know you need a CRM as part of your sales process. But, you’re unsure which type of CRM is best for your team and its needs. When debating between an on-premise...
15 best CRM for utility companies in 2025
Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...
Tune into customer demands with an analytical CRM
Understanding how your customers think and what their expectations and desires are is essential for any company that wants a promising and profitable future. After all,...
Sales tips for effective campaign management
A successful sales campaign is important for driving profit, so understanding what makes a campaign prosperous is key. Besides having well-crafted products or services...
Understand company finances with a sales in balance sheet
When you start your own business or begin your accounting career, keeping track of your company’s assets, losses, and income can feel overwhelming. But doing so is...
Optimize B2C sales workflows with a robust CRM
Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C...
How to create a foolproof customer acquisition strategy
Marketing is tough in this day-and-age. Teams have shrunk, budgets are strained, and every penny needs to deliver ROI. That’s why you need a foolproof approach to...
CRM Glossary: all the CRM And sales terms you need to know
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...
Build a loyal fan base with a CRM for sports
Managing a sports team presents a few unique challenges primarily because each player — and the organization as a whole — is a public figure. As new players are...
12 CRM best practices to improve adoption, data, and ROI
Without thoughtful best practices to drive ROI and improve business processes, your CRM is essentially a glorified Rolodex. CRMs do a great job at integrating business...
What is a lead source and why are they so valuable?
A lead source informs you how potential customers found your business. It’s vital information that helps you understand more about your audience, where to find them,...
Why your sales team needs opportunity management
If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...
Defining the types of sales and careers within them
While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...
Scale your direct sales business
Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...
The Best CRM for Construction Companies in 2025
Construction companies face unique challenges in managing customer relationships, projects, and communication across dispersed teams and job sites. To overcome these...
The best cheap CRM software
If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....
How to create a customer journey map
Modern-day consumers are a fickle bunch. Before committing to a purchase, we go through 56 different touch points and are prone to popping items in our shopping cart...
A guide to sales territory management
There’s a lot that goes into successful sales operations. You need to establish a specific sales pipeline, capture new leads and nurture them through the pipeline, and...
The 12 best CRM for SaaS companies
Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables...
The ultimate guide to managing your sales orders effectively
In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...
What is CPQ (Configure, Price, Quote)?
By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...