CRM and Sales

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 | 2 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

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

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

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

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

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

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

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

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

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

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

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

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

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