The pros and cons of using an on-premise CRM
You know you need a CRM as part of your sales process. But, you’re unsure which type of CRM is best for your team and its needs. When debating between an on-premise...
What is a gate review in project management?
A gate review is a valuable way to keep track of each phase or stage of a project. It allows independent reviewers to assess the work already completed and evaluate the...
Tune into customer demands with an analytical CRM
Understanding how your customers think and what their expectations and desires are is essential for any company that wants a promising and profitable future. After all,...
Make every project handoff a win
In a relay race, the baton passing between athletes needs to happen at a precise moment to keep the race moving. Effective planning, great communication, and trust...
15 best CRM for utility companies in 2025
Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...
Sales tips for effective campaign management
A successful sales campaign is important for driving profit, so understanding what makes a campaign prosperous is key. Besides having well-crafted products or services...
Understand company finances with a sales in balance sheet
When you start your own business or begin your accounting career, keeping track of your company’s assets, losses, and income can feel overwhelming. But doing so is...
Optimize B2C sales workflows with a robust CRM
Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C...
Project collaboration: Sharing skills and insight
Different people have different skills, and what makes teamwork interesting is combining those skills together. When developing new products, a wide range of skills is...
The beginners guide to critical chain project management
A failed project usually boils down to a handful of things: Being late, over budget, and below specification and quality. And one major failure factor is resource issues...
How to improve process with cumulative flow diagrams
We all want our projects to run smoothly and efficiently, but it can be tricky to get a handle on how things are really going. A cumulative flow diagram is a visual way...
How to create a foolproof customer acquisition strategy
Marketing is tough in this day-and-age. Teams have shrunk, budgets are strained, and every penny needs to deliver ROI. That’s why you need a foolproof approach to...
CRM Glossary: all the CRM And sales terms you need to know
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...
Boost business efficiency with operational projects
With each new project, a challenge presents itself to the manager and his team: how to ensure that every step and operation is carried out smoothly and efficiently. Big...
Build a loyal fan base with a CRM for sports
Managing a sports team presents a few unique challenges primarily because each player — and the organization as a whole — is a public figure. As new players are...
Infrastructure project: the foundations for a better society
The progress of every community across the globe depends on the success of infrastructure projects. Whether in the private or public sector, precise planning and...
Project post implementation review (PIR)
If you imagine the stages of a project, you’re likely to think of interested parties discussing an idea, managers planning each stage, and teams working diligently...
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...