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CRM and Sales
What Is Sales Performance Management
CRM and Sales

What Is Sales Performance Management?

A good salesperson can sell ice in a snowstorm, hay to a farmer, or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of...

Alicia Schneider | 9 min read

CRM and Sales
Customer retention explained
CRM and Sales

Customer retention explained

You’ve successfully closed deals and hit your sales quota. Now what? Your first thought may be to repeat the process and bring in new sales again. But there’s...

Hibathu Naseer | 8 min read

CRM and Sales
a person at work with a notebook and cell phone and computer
CRM and Sales

What is sales velocity and why is it important?

Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.

Allie Kashkash | 6 min read

CRM and Sales
sales invoice
CRM and Sales

What is a sales invoice [benefits & how to]

Find out how monday.com can automate your sales invoice workflow to prevent lost profits and human errors.

Michelle Deery | 7 min read

CRM and Sales
Why you should care about sales metrics
CRM and Sales

Why you should care about sales metrics

You can’t measure what you don’t track. Start tracking your sales metrics and setting more focused goals.

John Bogna | 8 min read

CRM and Sales
CRM with a 360 degree customer view
CRM and Sales

The 360 degree customer view and its role in CRM

Data is multiplying like never before. Harness its power with a 360 degree customer view.

Kerry Leech | 6 min read

Project management
4 steps for creating a risk breakdown structure
Project management

4 steps for creating a risk breakdown structure

No risk, no reward. Most projects in business involve a degree of risk, but we’re always hopeful it’s worth the payoff. Sometimes though, when risks evolve into...

Alicia Schneider | 7 min read

Project management
Change freeze pros risks and project management tips
Project management

Change freeze: pros, risks, and project management tips

Constantly fighting to hit multiple deadlines and KPIs is standard in project management. But, luckily, there are a few hacks that come in handy, making some processes a...

Kerry Leech | 8 min read

CRM and Sales
Expand your customer base with sales prospecting
CRM and Sales

Expand your customer base with sales prospecting

The average American sees 4,000 to 10,000 ads every day. That’s a lot of noise and competition for sales pros to cut through to convert leads into paying...

Rebecca Noori | 10 min read

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...

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
a team planning a sales enablement strategy with their computers, papers, and a pen
CRM and Sales

Why sales enablement is critical for sales teams

Sales enablement processes bring together your sales teams with the right tools and information in order to identify opportunities and close deals. The process...

Allie Kashkash | 7 min read

Project management
How to nail your cost breakdown structure
Project management

How to nail your cost breakdown structure

A good cost breakdown structure is a fundamental element of project management.

Kerry Leech | 6 min read

CRM and Sales
Planning an automated email sequence
CRM and Sales

7 automated email sequences to power your CRM

Use these automated email sequences to nurture, engage, and convert leads into paying customers

David Hartshorne | 8 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...

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

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