Sales performance management: what it is and how to do it right
A good salesperson can sell hay to a farmer or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of experience and hard...
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...
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.
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...
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.
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.
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...
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...
How to expand your customer base with sales prospecting
If you’re marketing to everyone, you’re essentially marketing to no one. Without a targeted approach to understanding your intended audience, your sales team will...
What is a sales quota and how can you effectively set one?
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...
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?
What is target account selling (TAS)?
Learn how to use target account selling (tas) to bring highly qualified leads.
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...
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...
How to nail your cost breakdown structure
A good cost breakdown structure is a fundamental element of project management.
How to create email sequences that deliver results: types, tips, & best practices
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:...
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 leads
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.