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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 for Healthcare Why Its Important Features to Look For and the Top 4
CRM and sales

CRM for Healthcare: Why It’s Important, Features to...

It’s no secret that workers in the healthcare industry have a ton on their plates. With jam-packed schedules, a fast-paced work environment, and people’s lives on...

Zacharie Lahmi | 11 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...

Customer expectations have evolved with technology and social media. Your customers value the ability to contact you in a manner that’s most convenient for them,...

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

CRM and sales
ERP vs CRM Breaking Down the Differences Between These SAAS Business Tools
CRM and sales

ERP vs CRM: Breaking Down the Differences Between These...

In today’s day and age, for companies to be successful they must rely on technology to help streamline operations and enhance customer experience. When picking a...

Danielle Tawfik | 14 min read

CRM and sales
Form format on an RFP template
CRM and sales

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...

Danielle Tawfik | 9 min read

CRM and sales
How to create a customer profile 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. Buyer persona templates can take that one step further by...

Danielle Tawfik | 9 min read

CRM and sales
7 steps to creating successful sales reports
CRM and sales

7 steps to creating successful sales reports

At the heart of an effective sales report is data — the lifeblood of any successful sales strategy. By collecting and analyzing metrics such as revenue, win rates,...

David Hartshorne | 12 min read

CRM and sales
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 that draws investor interest or inspires excitement within a...

Rachel Hakoune | 10 min read

CRM and sales
The Top 10 Nonprofit CRM Software to Maximize Your Organizations Impact
CRM and sales

The Top 10 Nonprofit CRM Software to Maximize Your...

When you think of running a nonprofit organization, the first thing that comes to mind probably isn’t a CRM.  But the truth is, a CRM is key for nonprofits to manage...

Danielle Tawfik | 16 min read

CRM and sales
Discover your market with a positioning statement 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 engagement in the digital marketing space. You’ll also receive a...

Zoe Averbuch | 9 min read

CRM and sales
How to create a customer profile to reach your target audience
CRM and sales

How to create a customer profile to reach your target...

Successful business owners and marketing managers share a common understanding — you can’t reach your target customers if you don’t know who they are. That’s why...

Rachel Hakoune | 10 min read