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CRM and sales

We’re delving into CRM best practices, latest trends and effective strategies.
Learn how to get the most out of monday CRM features to improve efficiency at every stage of the customer journey, plus what makes it stand out from other CRM software.
CRM and sales
How to keep track of business expenses A stepbystep guide for sales teams
CRM and sales

How to keep track of business expenses: A step-by-step guide for sales teams

A sales rep closes a $40,000 deal on Friday. By Monday, they’ve forgotten half the expenses they racked up getting there. When expense data ties directly to deals,...

Chaviva Gordon-Bennett | 30 min read

CRM and sales
CRM management Best practices for managing your CRM effectively
CRM and sales

CRM management: Best practices for managing your CRM effectively

Your CRM has everything you need — the data, the features, the integrations. The missing piece? A deliberate approach to managing it so your team actually uses it,...

Chaviva Gordon-Bennett | 18 min read

CRM and sales
What is sales pipeline coverage Formula examples and ideal ratios
CRM and sales

What is sales pipeline coverage? Formula, examples, and ideal ratios

Most sales leaders know their pipeline number by heart, but few can confidently say whether it’s actually enough to hit quota. Pipeline coverage gives you that...

Chaviva Gordon-Bennett | 28 min read

CRM and sales
How to improve deal velocity Formula benchmarks and 7 proven strategies
CRM and sales

How to improve deal velocity: Formula, benchmarks, and 7 proven strategies

Deal velocity measures how fast revenue flows through your pipeline in dollars per day. It combines 4 key variables (opportunities, deal value, win rate, and sales cycle...

Chaviva Gordon-Bennett | 33 min read

CRM and sales
AI demand forecasting for sales teams Benefits implementation and best practices
CRM and sales

AI demand forecasting for sales teams: Benefits, implementation, and best practices

What if your sales forecast could predict which deals will actually close — not just which ones your reps hope will close? AI demand forecasting analyzes engagement...

Chaviva Gordon-Bennett | 27 min read

CRM and sales
8 AI sales manager solutions and practical use cases
CRM and sales

8 AI sales manager solutions and practical use cases

AI sales manager solutions turn invisible pipeline risks into clear, actionable insights before deals slip away. These systems sit inside your CRM, continuously...

Chaviva Gordon-Bennett | 17 min read

CRM and sales
8 most efficient AI tools for handling sales inquiries
CRM and sales

8 most efficient AI tools for handling sales inquiries

Every unanswered sales inquiry is a missed opportunity. Buyers expect immediate responses, personalized answers, and a smooth handoff to the right salesperson,...

Chaviva Gordon-Bennett | 21 min read

CRM and sales
9 AI forecasting tools for accurate revenue predictions
CRM and sales

9 AI forecasting tools for accurate revenue predictions

Revenue forecasting shouldn’t feel like guesswork. AI forecasting tools pull live signals from your pipeline as deals move, helping teams spot risk early, size up...

Chaviva Gordon-Bennett | 20 min read

CRM and sales
9 best AI agent platforms for pipeline generation
CRM and sales

9 best AI agent platforms for pipeline generation

Your pipeline is full of activity, but forecasting next quarter still feels like guesswork. AI agent platforms are changing that by handling prospect research, contact...

Chaviva Gordon-Bennett | 21 min read

CRM and sales
9 AI tools for account management that actually save time
CRM and sales

9 AI tools for account management that actually save time

Account managers spend endless hours each week on admin work that pulls them away from the relationships that actually drive revenue. AI platforms for account management...

Chaviva Gordon-Bennett | 22 min read

CRM and sales
AI sales agents for pipeline growth A practical playbook
CRM and sales

AI sales agents for pipeline growth: A practical playbook

Your sales reps spend most of their day on tasks that don’t close deals: logging calls, chasing follow-ups, researching prospects, and updating CRM records. AI...

Chaviva Gordon-Bennett | 28 min read

CRM and sales
AI solutions for automating revenue operations A practical guide
CRM and sales

AI solutions for automating revenue operations: A practical guide

Sales reps lose a large chunk of their time to admin work when they could be busy closing deals. AI for revenue operations eliminates this friction automatically,...

Chaviva Gordon-Bennett | 5 min read