Skip to main content Skip to footer
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

CRM and Sales
What is CRM automation benefits and how to
CRM and Sales

What is CRM automation? [benefits and how to]

CRM automation provides a time-saving solution that teams will love.

Michelle Deery | 7 min read

CRM and Sales
Top 6 sales tips to supercharge your sales team
CRM and Sales

Top 6 sales tips to supercharge your sales team

Take a look at our top six tips to step up your sales game and close more deals.

John Bogna | 8 min read

Project management
Communication projects 4 ways to bring them to life
Project management

Communication projects: 4 ways to bring them to life

The right technology can make or break your communication projects.

Kerry Leech | 7 min read

CRM and Sales
What is lead conversion and why is it important
CRM and Sales

What is lead conversion and why is it important?

Tracking lead conversion can help you build a better budget and streamline operations

Alicia Schneider | 8 min read

CRM and Sales
What is sales closing and why is it important
CRM and Sales

What is sales closing, and why is it important?

The universal goal for salespeople is quite simple: to close a deal.  Closing a sale is often accompanied by a buzz of excitement, added commission, and most...

David Hartshorne | 8 min read

Project management
Using escalation process templates to boost customer service
Project management

Using escalation process templates to boost customer...

Sometimes, an issue arises in the workplace that requires a higher level of assistance. By using an escalation process template, your team members can take the right...

monday.com | 6 min read

Marketing
Using a launching plan template to secure success
Marketing

Using a launching plan template to secure success

Getting a new product out into the marketplace can be exciting, but it can also be chaotic. This is especially true if the product launch hasn’t been meticulously...

monday.com | 8 min read

Construction management
Streamline your businesss construction projects with a general contractor template
Construction management

Streamline your business’s construction projects with...

If you don’t work in construction, it’s difficult to describe the effort required to effectively manage dozens of subcontractors, oversee countless materials, and...

monday.com | 8 min read

Project management
Improve performance with simple after action report templates
Project management

Improve performance with simple after action report...

You’ve likely heard the adage that present actions shape future outcomes. While it seems obvious, high-performance teams take the idea to heart by engaging in methods...

monday.com | 7 min read

Get started