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CRM and Sales
CRM examples why you need it
CRM and Sales

CRM examples: why you need it

Customer relationship management (CRM) software is one of the most valuable tools your sales business can invest in. It streamlines operations, puts all the right data...

John Bogna | 7 min read

CRM and Sales
What is customer attrition and how do you minimize it
CRM and Sales

What is customer attrition and how do you minimize it?

Customers come and go — it’s just a fact of life. But keeping your customers happy and reducing your customer attrition rate is a surefire way to boost revenue and...

David Hartshorne | 8 min read

Product updates
It’s the little things like Kanban actions and subitem filters that really make a workflow!
Product updates

It’s the little things like Kanban actions and...

We spent a lot of 2022 focused on improving speed and other behind-the-scenes elements. But as we close out the year, we’re making a few more small but important...

Jackie Goldberg | 2 min read

CRM and Sales
HubSpot vs Salesforce Which is better for your business
CRM and Sales

HubSpot vs. Salesforce: Which is better for your...

HubSpot and Salesforce are both cloud-based customer relationship management (CRM) systems. They connect various data sources in one place, providing your sales teams...

Rebecca Noori | 4 min read

CRM and Sales
Choosing the best CRM for hotels to optimize workflow
CRM and Sales

Choosing the best CRM for hotels to optimize workflow

In your daily life, you juggle countless personal and business tasks. Perhaps you use a planner app or calendar on your phone. Or maybe even a dry-erase board, physical...

monday.com | 7 min read

CRM and Sales
The nuts and bolts of creating customer value
CRM and Sales

The nuts and bolts of creating customer value

Think of a time you bought something you wanted. Whether it was a shirt, the latest phone, or a book. What value did that item have? “Value” means a lot more than an...

Alicia Schneider | 8 min read

CRM and Sales
warm leads
CRM and Sales

What are warm leads and how to generate them

As a sales professional, you’re constantly looking to chase the right leads and make the most out of your efforts. Warm leads present an enticing opportunity — all...

Hibathu Naseer | 8 min read

Project management
Project closeout survival guide terms tips 038 FAQs
Project management

Project closeout survival guide: terms, tips, &...

While most of the glitz and glam of the project management lifecycle is credited to project initiation, planning, execution and monitoring, project closeout is not to be...

Rachel Hakoune | 9 min read

Project management
two people sitting at a computer, working on a business project
Project management

Business projects: Types, tips, and templates

Out top tips to help you easily manage business projects.

Kerry Leech | 7 min read

Project management
Compliance projects What they are and when youll need them
Project management

Compliance projects: What they are and when you’ll...

Compliance projects needn’t bring on cold sweats.

Kerry Leech | 6 min read

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 key elements and best practices
CRM and Sales

Sales invoice: key elements and best practices

You may have a regular habit of grabbing a coffee from your favorite coffee shop, but in all likelihood, you probably don’t think about the transaction and its...

Alicia Schneider | 11 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

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