The nuts and bolts of creating customer value
Think of a time you bought something you wanted. Whether it was a shirt, the latest phone, or a book. What value did that item have? “Value” means a lot more than an...
What are warm leads and how to generate them
As a sales professional, you’re constantly looking to chase the right leads and make the most out of your efforts. Warm leads present an enticing opportunity — all...
Project closeout survival guide: terms, tips, & FAQs
While most of the glitz and glam of the project management lifecycle is credited to project initiation, planning, execution and monitoring, project closeout is not to be...
Business projects: Types, tips, and templates
Out top tips to help you easily manage business projects.
Compliance projects: What they are and when you’ll need them
Compliance projects needn’t bring on cold sweats.
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: 8 strategies to keep customers coming back
Acquiring a new customer takes time, effort, and resources — from campaigns and negotiations to closing the deal. If every customer walked away after one purchase,...
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...
26 sales metrics successful sales teams are tracking in 2025
Think of metrics as a report card for your sales team. In school, your report card could spell the difference between whether you get rewarded with a new video game for...
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...
6 sales enablement software and tools that will boost sales in 2025
Sales enablement software gives sales teams a single place to access everything they need to sell smarter: training, coaching, sales content, analytics, and pipeline...
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:...