Skip to main content Skip to footer
Project management
Business projects Types tips and templates
Project management

Business projects: Types, tips, and templates

Out top tips to help you easily manage business projects.

Kerry Leech | 7 min read

Project management
Compliance projects What they are and when youll need them
Project management

Compliance projects: What they are and when you’ll need them

Compliance projects needn’t bring on cold sweats.

Kerry Leech | 6 min read

CRM and sales
Sales performance management what it is and how to do it right
CRM and sales

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...

Alicia Schneider | 17 min read

CRM and sales
Customer retention 8 strategies to keep customers coming back
CRM and sales

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,...

Alicia Schneider | 20 min read

CRM and sales
a person at work with a notebook and cell phone and computer
CRM and sales

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.

Allie Kashkash | 6 min read

CRM and sales
Sales invoice key elements and best practices
CRM and sales

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...

Alicia Schneider | 11 min read

CRM and sales
7 HubSpot CRM alternatives that will help you grow in 2026
CRM and sales

26 sales metrics successful sales teams are tracking in 2025

Tracking sales metrics is like using a fitness tracker. You don’t just want to know how many steps you took yesterday; you want a full picture of your health,...

Alicia Schneider | 22 min read

CRM and sales
CRM with a 360 degree customer view
CRM and sales

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.

Kerry Leech | 6 min read

Project management
4 steps for creating a risk breakdown structure
Project management

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...

Alicia Schneider | 7 min read

Project management
Change freeze pros risks and project management tips
Project management

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...

Kerry Leech | 8 min read

CRM and sales
How to expand your customer base with sales prospecting
CRM and sales

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...

Rebecca Noori | 15 min read

CRM and sales
What is a sales quota and how can you effectively set one
CRM and sales

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...

David Hartshorne | 9 min read

CRM and sales
What are hot leads in sales
CRM and sales

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?

David Hartshorne | 8 min read

CRM and sales
What is target account selling TAS
CRM and sales

What is target account selling (TAS)?

Learn how to use target account selling (tas) to bring highly qualified leads.

John Bogna | 7 min read

CRM and sales
How to use social selling to improve your B2B sales
CRM and sales

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...

Alicia Schneider | 9 min read

CRM and sales
6 sales enablement software and tools that will boost sales in 2025
CRM and sales

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...

Allie Kashkash | 20 min read

Project management
How to nail your cost breakdown structure
Project management

How to nail your cost breakdown structure

A good cost breakdown structure is a fundamental element of project management.

Kerry Leech | 6 min read

CRM and sales
How to create email sequences that deliver results types tips 038 best practices
CRM and sales

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:...

Danielle Tawfik | 19 min read

CRM and sales
5 ways to build longlasting customer loyalty
CRM and sales

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....

Alicia Schneider | 8 min read

CRM and sales
Scoring rules How to win more sales by rating your leads
CRM and sales

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.

Rebecca Noori | 9 min read

CRM and sales
The reason you need a sales process flowchart
CRM and sales

The reason you need a sales process flowchart

Sales process flowcharts can get your team working more efficiently. Learn how to make one.

John Bogna | 6 min read

Get started