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CRM and sales
What is a sales quota and how can you effectively set one
CRM and sales

What is a sales quota and how can you effectively set one?

Salespeople thrive on incentives — it’s what drives them to succeed. They want to achieve their latest sales quota and earn a substantial commission. But how do...

David Hartshorne | 9 min read

CRM and sales
What are hot leads in sales
CRM and sales

What are hot leads in sales?

What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?

David Hartshorne | 8 min read

CRM and sales
What is target account selling TAS
CRM and sales

What is target account selling (TAS)?

Learn how to use target account selling (tas) to bring highly qualified leads.

John Bogna | 7 min read

CRM and sales
How to use social selling to improve your B2B sales
CRM and sales

How to use social selling to improve your B2B sales

The more contact you have with your customers, the better your relationship with them will be. And, the better the relationship with your customers is, the more likely...

Alicia Schneider | 9 min read

CRM and sales
6 sales enablement software and tools that will boost sales in 2025
CRM and sales

6 sales enablement software and tools that will boost sales in 2025

Sales enablement software brings critical sales tools and processes closer to your sales team. The goal is to have one platform that acts as a centralized repository for...

Allie Kashkash | 20 min read

CRM and sales
How to create email sequences that deliver results types tips 038 best practices
CRM and sales

How to create email sequences that deliver results: types, tips, & best practices

When it comes to return on investment (ROI), email marketing leads the way with a whopping $36 for every $1 spent. That success rate boils down to three crucial factors:...

Danielle Tawfik | 19 min read

CRM and sales
5 ways to build longlasting customer loyalty
CRM and sales

5 ways to build long-lasting customer loyalty

“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author, lecturer, and business trainer on sales and customer loyalty....

Alicia Schneider | 8 min read

CRM and sales
Person checks scoring rules on their laptop next to phone and glasses on the desk.
CRM and sales

Scoring rules: How to win more sales by rating your leads

See how assigning behavior points during the buyer journey, through scoring rules, drives results.

Rebecca Noori | 9 min read

CRM and sales
The reason you need a sales process flowchart
CRM and sales

The reason you need a sales process flowchart

Sales process flowcharts can get your team working more efficiently. Learn how to make one.

John Bogna | 6 min read

CRM and sales
The future of CRM Key trends to know
CRM and sales

The future of CRM: Key trends to know

CRM platforms boost any industry, but not all CRMs can meet current and future needs.

Kerry Leech | 8 min read

CRM and sales
Sales methodology How to deliver better sales results
CRM and sales

Sales methodology: How to deliver better sales results

With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.

Kerry Leech | 10 min read

CRM and sales
CRM automation The what the why  the best CRM software solutions
CRM and sales

CRM automation: The what, the why + the best CRM software solutions

Customer relationship management (CRM) systems are the backbone of any thriving sales team —  a prime example of how modern technology can drive productivity and...

Danielle Tawfik | 13 min read

CRM and sales
Top 6 sales tips to supercharge your sales team
CRM and sales

Top 6 sales tips to supercharge your sales team

Take a look at our top six tips to step up your sales game and close more deals.

John Bogna | 8 min read

CRM and sales
What is lead conversion and why is it important
CRM and sales

What is lead conversion and why is it important?

Tracking lead conversion can help you build a better budget and streamline operations

Alicia Schneider | 8 min read

CRM and sales
What is sales closing and why is it important
CRM and sales

What is sales closing, and why is it important?

The universal goal for salespeople is quite simple: to close a deal.  Closing a sale is often accompanied by a buzz of excitement, added commission, and most...

David Hartshorne | 8 min read

CRM and sales
CRM for Healthcare Why Its Important Features to Look For and the Top 4
CRM and sales

CRM for Healthcare: Why It’s Important, Features to Look For, and the Top 4

It’s no secret that workers in the healthcare industry have a ton on their plates. With jam-packed schedules, a fast-paced work environment, and people’s lives on...

Zacharie Lahmi | 11 min read

CRM and sales
The best CRM with Gmail integration and why you need one
CRM and sales

The best CRM with Gmail integration and why you need one

Customer relationship management (CRM) tools are essential for many entrepreneurs and team leaders seeking free up time in their work days by reducing repetitive manual...

monday.com | 8 min read

CRM and sales
CRM with document management to power up your teams
CRM and sales

CRM with document management to power up your teams

Energize your team and boost productivity with a CRM system with document management.

monday.com | 8 min read

CRM and sales
CRM marketing automation 7 platforms to streamline marketing in 2025
CRM and sales

CRM marketing automation: 7 platforms to streamline marketing in 2025

Once a lead becomes a customer, they — and the valuable insights they offer — often drop off the marketing team’s radar simply because of limited time and tools...

Alicia Schneider | 19 min read

CRM and sales
8 CRMs with powerful email marketing features
CRM and sales

8 CRMs with powerful email marketing features

Your customer relationship management (CRM) platform keeps track of all your contacts, and your email marketing software helps you communicate with them. Both of these...

Alicia Schneider | 17 min read

CRM and sales
Excel sales training template
CRM and sales

Excel sales training template

The sales game has changed rapidly in the last 70 years, and the Don Drapers of the world are no longer the bellwethers of the modern sales environment. What we can...

monday.com | 8 min read