Customizable CRM with order management
A customer relationship management or CRM system helps manage customer engagement and relations. Business owners use a CRM to drive marketing success through optimizing...
CRM vs CMS: how to choose for your business
Learn the difference between the two tools, who might need them, and how to use them with monday.com.
Social CRM: Why your CRM needs social media...
Customer expectations have evolved with technology and social media. Your customers value the ability to contact you in a manner that’s most convenient for them,...
Win big: CRM with quoting software
For any organization selling a product or service, a fully integrated CRM software is one of your most valuable tools. It’s your single source of truth for nurturing...
How a sales pipeline report keeps sales teams organized
A pipeline report is an important tool for sales teams in any industry. It lets you keep tabs on how many potential deals you have in the funnel. That information offers...
ERP vs CRM: Breaking Down the Differences Between These...
In today’s day and age, for companies to be successful they must rely on technology to help streamline operations and enhance customer experience. When picking a...
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 Top 10 Nonprofit CRM Software to Maximize Your...
When you think of running a nonprofit organization, the first thing that comes to mind probably isn’t a CRM. But the truth is, a CRM is key for nonprofits to manage...
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...
How to keep track of your business deals, customers,...
There’s a lot to keep track of when running a business, but the 3 most important things are your sales deals, customer information, and project management. Managing...
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...