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 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...
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.
8 CRMs with powerful email marketing features
Your customer relationship management (CRM) platform keeps track of all your contacts, and your email marketing software helps you communicate with them. Both of these...
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...
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,...
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: 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...
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...