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

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

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

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

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

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

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

Customer relationships are everything in marketing. From first impressions to post-sales marketing, multiple touchpoints exist where a potential or existing customer...

Rebecca Noori | 14 min read

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

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

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

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

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

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

Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...

David Hartshorne | 10 min read

Sales management is essential for any company that wants to grow its revenue and increase its profitability. It helps managers create plans, set quotas, and motivate...

Rachel Hakoune | 10 min read

CRM — open source or not? There is a lot of buzz around these types of software and platforms — and there’s a good reason for it. You can enjoy a world of benefits...

Rachel Hakoune | 8 min read

The CRM market is booming, with its market size expected to reach $128.97 billion by 2028. For startups, a good CRM is essential as a centralized system to manage...

Rachel Hakoune | 3 min read

You’ve likely spent countless resources hiring, training, and equipping your sales reps for success. But without a sales tracker, you may be leaving your...

Rebecca Wojno | 9 min read

Real estate CRM (customer relationship management) software plays a crucial role in helping real estate professionals manage contacts, automate tasks, and streamline...

Alicia Schneider | 18 min read

Successful businesses plan ahead. They understand what revenue they’ll make this month, this quarter, and the one after that. They know how to appropriately deploy...

Rebecca Noori | 10 min read