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What is account management?
CRM and Sales

What is account management?

According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this...

13 min read

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...

8 min read

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 —...

7 min read

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...

8 min read

How to build your own CRM system with monday.com
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...

8 min read

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...

8 min read

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...

10 min read

Finance CRM: a no-nonsense 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...

15 min read

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...

9 min read

Best CRM for insurance agents
CRM and Sales

Best CRM for insurance agents

Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments...

10 min read

What is sales management?
CRM and Sales

What is sales management?

The right sales management strategy empowers your sales force by setting goals and giving them the processes...

9 min read

open source crm yellow background with 4 people speaking remotely
CRM and Sales

What does CRM open source mean?

CRM — open source or not? There is a lot of buzz around these types of software and platforms — and...

8 min read