Integration projects: the fusion of business systems
Managing an integration project is a little like conducting a great symphony. Intimate knowledge of every instrument, immaculate time management, and a beautifully...
7 CRM best practices for every business
It comes as no surprise that providing effective customer service is crucial for all businesses — excellent customer service helps retain loyal customers, attract new...
What is a lead source and why are they so valuable?
A lead source informs you how potential customers found your business. It’s vital information that helps you understand more about your audience, where to find them,...
Why your sales team needs opportunity management
If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...
An introduction to managing IT projects
The success of IT projects depends on effective project management. That said, surveys show that one out of four project managers claim that they don’t have the right...
Defining the types of sales and careers within them
While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...
Build stronger reader relationships with a CRM for...
Working in the publishing industry means juggling countless moving parts and meeting critical deadlines while catering to your readers’ unique tastes. After all,...
Scale your direct sales business
Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...
The best budget formulas for keeping project finances...
If you want to keep an accurate budget, whether it’s for a business or a single project, you’ll eventually need to wrangle spreadsheets. For better or worse, these...
The Best CRM for Construction Companies in 2025
Construction companies face unique challenges in managing customer relationships, projects, and communication across dispersed teams and job sites. To overcome these...
The best cheap CRM software
If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....
How to create a customer journey map
Modern-day consumers are a fickle bunch. Before committing to a purchase, we go through 56 different touch points and are prone to popping items in our shopping cart...
A guide to sales territory management
There’s a lot that goes into successful sales operations. You need to establish a specific sales pipeline, capture new leads and nurture them through the pipeline, and...
The 12 best CRM for SaaS companies
Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables...
What is CPQ (Configure, Price, Quote)?
By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...
How to effectively manage raw leads and convert them
Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s your job to filter the list and identify the valuable ones....
Sales operations basics: what it means and tips for...
“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s more than the day-to-day goings-on of a sales team — sales...
What is customer engagement and why is it important?
Customer engagement is no longer a “nice to have” – customers expect brands to engage with them throughout their journey using various methods on different...
Getting started with conversion rate optimization
You may have mastered getting traffic to your site, but what good is that traffic if visitors aren’t converting? Depending on who you ask, you’ll probably get a...
Is AI for sales worth all the hype?
Some sales professionals swear by artificial intelligence tools. Others are more weary of them and worry they’ll replace the necessary human touch involved in building...
How to take your B2B sales process to the next level...
Nailing your company’s B2B sales process is one of the most important ways to increase sales. Think of your sales process like a map. It’s there to guide your sales...