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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
How to create email sequences that deliver results types tips 038 best practices
CRM and sales

How to create email sequences that deliver results:...

When it comes to return on investment (ROI), email marketing leads the way with a whopping $36 for every $1 spent. That success rate boils down to three crucial factors:...

Danielle Tawfik | 19 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
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

Using a launching plan template to secure success

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

Streamline your businesss construction projects with a general contractor template

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
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

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...

monday.com | 7 min read

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...

monday.com | 8 min read

Streamline workflows with a daily report template for construction

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,...

monday.com | 8 min read

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