What is account management?
According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this hinges on customer loyalty built by trust and confidence....
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...
A simple sales report template to improve your sales...
Keeping track of your company’s sales performance is crucial. In fact, companies that track objectives in real-time are twice as likely to hit their targets than...
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...
The best CRM for nonprofits
When you think of running a nonprofit organization, the first thing that comes to mind probably isn’t a CRM. Because CRMs are just for the overwhelmingly large...
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...
Customer profile template to reach your target audience
Successful small business owners and marketing managers share a common understanding — you can’t reach your target customers if you don’t know who they are!...
Price quote template for speedy sales processes
Price quotes are an integral part of doing business in many industries. They help communicate pricing estimates to customers in a concise and professional manner....
What is a simple bill of sale and why do you need one?
Whenever you buy or sell something, you have to protect yourself and your business. Even a misunderstanding between two parties during a transaction can lead to future...
Free sales invoice template — get more done in less...
Invoicing is one of the most important and often time-consuming parts of bookkeeping. But this process, as crucial as it is, also tends to be a source of...
Free & easy-to-use client information sheet...
Your client list is growing every day. Celebration time! Yet every name added to the list makes the organization more complicated. Hunting down a new client’s phone...
How to develop a strategic sales plan for your business
With the rise of remote work, evolving workforce demographics, and consumer behavior changing by the minute, there’s no doubt that any business’s sales...
Your guide to easy and accurate sales prediction
Sales prediction has been around for as long as people have been selling things. After all, it’s essential for planning — you don’t know how much to invest in...
Personal CRM: benefits and step-by-step guide
A well-kept secret? CRM software — extremely capable contact and communication management solutions — can be useful when applied in the context of your day-to-day...
Maximize your CRM in marketing efforts
While mostly thought of as a 360-degree sales machine, CRM software is equally, if not more powerful, as a comprehensive marketing toolkit. The right CRM system can be...
Why a contact management database is a key part of your...
As your business grows, so does your contact list. Whether we’re talking about leads, clients, vendors, or others — they’re all cluttering up your inbox....
How a lead tracking app can win you more deals
You made the funnel. You wrote the articles. You created the ads. You built it, and boy, did they come. Now you have more leads than you know what to do with. Back when...
How to build your own CRM system with monday.com
The objective of a defined CRM process goes beyond making sales. Truly great CRM (customer relationship management) — the kind that turns strangers into loyal fans...
Easy to use CRM software for Macs
Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally prioritize solutions that are designed to not just work on...
Choosing the right life insurance CRM
Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making appointments, calling clients, managing claims, and more. But to take...
Finance CRM: a no-nonsense guide to software for the...
You can’t fit a square peg into a round hole. But when finance organizations try to adopt the same customer relationship management (CRM) tools as companies that sell...
9 Reasons to invest in an online CRM [and what to look...
Customer relationship management (CRM) is the backbone of a successful business, but it’s often hindered by manual CRM methods — like physical folders for every...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...