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....
Scoring rules: How to win more sales by rating your...
See how assigning behavior points during the buyer journey, through scoring rules, drives results.
The reason you need a sales process flowchart
Sales process flowcharts can get your team working more efficiently. Learn how to make one.
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
Sales methodology: How to deliver better sales results
With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.
What is CRM automation? [benefits and how to]
CRM automation provides a time-saving solution that teams will love.
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.
Communication projects: 4 ways to bring them to life
The right technology can make or break your communication projects.
What is lead conversion and why is it important?
Tracking lead conversion can help you build a better budget and streamline operations
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...
Small but mighty improvements we made to charts!
Check out this month's most exciting product updates, including lots of chart improvements and more!
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...
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...
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...
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...
Stock ledger template: a peek at corporate bookkeeping
In keeping business finances in order, there are two essential concepts required daily: control and transparency. Tracking and recording every expense and transaction...
Control permissions and shared columns with new update
Read about the latest product feature updates that will help streamline and optimize your workflows.
Create lasting brand presence with a branding brief...
In 2006, the Oxford English Dictionary added the word “google” to its contents as a transitive verb. This is the very definition — pun intended — of brand...
Streamline workflows with a daily report template for...
Every project, regardless of industry, has many moving parts that can be challenging to accurately track without the right tools, knowledge, and team. However,...
Free employee directory template to help your HR team
No matter the size of your staff, keeping track of employee information is an important task to master. HR, managers, and many team members need a convenient way to...
Improve your productivity with the Pomodoro focus...
Productivity is often at the core of people’s lives and many of us strive toward getting more work done. We’re always looking for new ways to move closer to...