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CRM and Sales

Access CRM best practices, latest trends and free templates.
Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
Customer profile template 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,...

Danielle Tawfik | 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 best CRM for nonprofits
CRM and Sales

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...

monday.com | 8 min read

CRM and Sales
A form in the buyer persona 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
Customer profile template to reach your target audience
CRM and Sales

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!...

Rachel Hakoune | 9 min read

CRM and Sales
Price quote template for speedy sales processes
CRM and Sales

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....

Rachel Hakoune | 8 min read

CRM and Sales
Keep your earnings rolling in with a bill template for Excel
CRM and Sales

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...

monday.com | 9 min read

CRM and Sales
Free sales invoice template  get more done in less time
CRM and Sales

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...

Rebecca Wojno | 7 min read

CRM and Sales
Free 038 easytouse client information sheet template
CRM and Sales

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...

monday.com | 7 min read

CRM and Sales
How to develop a strategic sales plan for your business
CRM and Sales

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...

Danielle Tawfik | 9 min read

CRM and Sales
Your guide to easy and accurate sales prediction
CRM and 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...

Rachel Hakoune | 8 min read

CRM and Sales
Personal CRM: benefits and step-by-step guide
CRM and Sales

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...

Rachel Hakoune | 7 min read

CRM and Sales
Maximize your CRM in marketing efforts
CRM and Sales

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...

Rachel Hakoune | 8 min read

CRM and Sales
Why a contact management database is a key part of your CRM
CRM and Sales

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....

Allie Kashkash | 10 min read

CRM and Sales
How a lead tracking app can win you more deals
CRM and Sales

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...

monday.com | 9 min read

CRM and Sales
How to build your own CRM system with mondaycom
CRM and Sales

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...

monday.com | 8 min read

CRM and Sales
Easy to use CRM software for Macs
CRM and Sales

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...

Rachel Hakoune | 8 min read

CRM and Sales
Choosing the right life insurance CRM
CRM and Sales

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...

Rachel Hakoune | 10 min read

CRM and Sales
Finance CRM a nononsense guide to software for the finance industry
CRM and Sales

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...

Rachel Hakoune | 15 min read

CRM and Sales
9 Reasons to invest in an online CRM and what to look for
CRM and Sales

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...

Rachel Hakoune | 9 min read