Account management: A guide and best practices
Customer loyalty is made by nurturing trust and confidence, which is hard to do if you’re not regularly engaging your clients. Account management allows organizations...
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...
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...
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,...
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...
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...
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...
How to use a CRM for marketing
Customer relationships are everything in marketing. From first impressions to post-sales marketing, multiple touchpoints exist where a potential or existing customer...
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...