CRM automation: The what, the why + the best CRM software solutions
Customer relationship management (CRM) systems are the backbone of any thriving sales team — a prime example of how modern technology can drive productivity and...
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...
Using escalation process templates to boost customer service
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 a general contractor template
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 templates
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...
Create lasting brand presence with a branding brief template
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 construction
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 technique
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...
The importance of looking ahead with impact analysis
Project and business success and longevity are directly related to the decisions stakeholders make. In times of crisis or transformation, the stakes of making the right...
How a happy workplace boosts business success
The best words a boss can hear are “I love my job!” but a happy workplace is much more than employees walking around with a permanent smile on their face. In fact,...
Assignment calendars help students avoid deadline anxiety
The start of an academic year can seem daunting, particularly if it’s your first. You may feel weighed down by the amount of material you have to study before...
Stay on top of coursework with an assignment tracker template
Time management aids are one of many things that can help students increase their chances of success when they attend college or high school. A simple assignment tracker...
Identify your customer base using a market segment template
Do you know who your target customers are? Do you know where they live, how they shop, and what motivates them to make a purchase? Knowing the answers to these questions...
Prioritization template for improving your efficiency
We’ve all dealt with busy seasons at work. As tasks accumulate, it can be difficult to decide which ones to do first. A prioritization template lets you organize your...
What is a decision-making template?
There are countless examples of famous decision-makers that relegated their wardrobes to one or two simple outfits. Steve Jobs was rarely seen without his signature...