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...
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...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...
Mastering sales management: Best practices for success
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...
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 there’s a good reason for it. You can enjoy a world of benefits...
CRM for startups: everything you need to know
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...
Why a sales tracker is essential to your sales...
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...
The best 15 CRMs for real estate
Real estate CRM (customer relationship management) software plays a crucial role in helping real estate professionals manage contacts, automate tasks, and streamline...
What is pipeline management?
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...
How to accelerate your business sales growth
Are you desperately trying to drive sales growth in your company? Does it sometimes feel like a never-ending battle? Well, sometimes, it kind of is. And without a...
How to find the perfect CRM app for your business
Around 47% of companies agree that giving teams access to information increases workplace engagement. And 72% of working professionals say that flexible working will be...
How to boost sales with intelligent deal tracking...
As a sales representative for high-value clients, you’re probably all too familiar with the pains of managing an entire portfolio of leads on your own. The deals...
Everything you need to know about effective Customer...
In order to understand what drives — or prevents ‚ your customers’ purchasing decisions, you need a way to organize and analyze data on their needs,...