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CRM and Sales

Access CRM best practices, latest trends and free templates.
Learn how to get the most out of monday sales CRM features for an effective sales process. 
CRM and Sales
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 to calling customers and renewing policies, things can get...

David Hartshorne | 10 min read

CRM and Sales
Mastering sales management Best practices for success
CRM and Sales

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...

Rachel Hakoune | 10 min read

CRM and Sales
Everything you want to know about mondaycom8217s Customer Experience Advocate position
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 there’s a good reason for it. You can enjoy a world of benefits...

Rachel Hakoune | 8 min read

CRM and Sales
CRM for startups everything you need to know
CRM and Sales

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...

Rachel Hakoune | 13 min read

CRM and Sales
Why a sales tracker is essential to your sales operations
CRM and Sales

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...

Rebecca Wojno | 9 min read

CRM and Sales
The best real estate CRM software
CRM and Sales

The best real estate CRM software

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

Alicia Schneider | 2 min read

CRM and Sales
What is pipeline management
CRM and Sales

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...

Rebecca Noori | 10 min read

CRM and Sales
How to accelerate your business sales growth
CRM and Sales

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...

monday.com | 8 min read

CRM and Sales
How to find the perfect CRM app for your business
CRM and Sales

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...

Danielle Tawfik | 9 min read

CRM and Sales
How to boost sales with intelligent deal tracking software
CRM and Sales

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...

monday.com | 8 min read

CRM and Sales
Everything you need to know about effective Customer Relationship Management
CRM and Sales

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,...

Zacharie Lahmi | 11 min read

CRM and Sales
How to manage the flow of sales deals effectively
CRM and Sales

How to manage the flow of sales deals effectively

Good leads are like diamonds — rare, valuable, and tough to crack. Every good lead is a likely opportunity to close a deal, and giving those leads the premium...

monday.com | 8 min read

CRM and Sales
Sales and CRM pipelines explained
CRM and Sales

Sales and CRM pipelines explained

A well-structured CRM pipeline can help you organize your interactions with prospects to align with your sales cycle and forecast potential revenue. But managing a sales...

Rachel Hakoune | 12 min read

CRM and Sales
A short guide to a career as a sales representative
CRM and Sales

A short guide to a career as a sales representative

What is a sales representative? What does this job really entail and has it changed much in the past 10 years? Whether you’re a job seeker, someone who want to see how...

monday.com | 10 min read

CRM and Sales
What is the value of a CRM database and what should it include
CRM and Sales

What is the value of a CRM database, and what should it...

When it comes to your prospects and customers, you need to know everything — their current needs, how they’ve historically been contacted by your company,...

Danielle Tawfik | 9 min read

CRM and Sales
How to choose the right cloud CRM
CRM and Sales

How to choose the right cloud CRM

Nowadays, there’s no alternative to having relevant, automatically updated information at our fingertips. And cloud-based customer relationship management (CRM)...

monday.com | 9 min read

CRM and Sales
How to develop meaningful customer relationships
CRM and Sales

How to develop meaningful customer relationships

Have you noticed companies upping their game when it comes to building meaningful relationships with you recently? Maybe you received a discount on your birthday, or an...

monday.com | 11 min read

CRM and Sales
All you need to know about effective contact management
CRM and Sales

All you need to know about effective contact management

Contact management has come a long way in the past 30 years. Many people still remember the days of having a Rolodex sitting on everyone’s desk with dozens if not...

Danielle Tawfik | 8 min read

CRM and Sales
A sales forecast template 038 software for better sales predictions
CRM and Sales

A sales forecast template & software for better...

Time for some honesty — while we’d love to tell you we can give you the superpower to predict your sales revenue with 100% precision and accuracy we’ve yet...

Danielle Tawfik | 9 min read

CRM and Sales
A practical guide to choosing the best pipeline software
CRM and Sales

A practical guide to choosing the best pipeline...

If you want to streamline your sales processes or scale your business, pipeline software might be the answer. While sales pipeline software isn’t a magical robot...

David Hartshorne | 12 min read

CRM and Sales
What is contact management software and why does it matter
CRM and Sales

What is contact management software, and why does it...

As a business or organization scales, naturally so does the number of contacts. Contact management software is an essential tool in maintaining organized and...

Rachel Hakoune | 8 min read