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...
12 CRM best practices to improve adoption, data, and ROI
Without thoughtful best practices to drive ROI and improve business processes, your CRM is essentially a glorified Rolodex. CRMs do a great job at integrating business...
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...
Agile burnup charts: Everything you need to know
Whether you’re managing sprints in Scrum or navigating complex projects, burnup charts offer valuable insights into efficiency, trends, and completion timelines. This...
IT projects: 10 types that deliver measurable ROI
Successful IT projects require both strategic vision and tactical precision. Every technological initiative represents a potential turning point for your organization,...
Defining the types of sales and careers within them
While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...
Scale your direct sales business
Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...
The best budget formulas for keeping project finances on point
If you want to keep an accurate budget, whether it’s for a business or a single project, you’ll eventually need to wrangle spreadsheets. For better or worse, these...
The Best CRM for Construction Companies in 2025
Construction companies face unique challenges in managing customer relationships, projects, and communication across dispersed teams and job sites. To overcome these...
The best cheap CRM software
If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....
How to create a customer journey map
Modern-day consumers are a fickle bunch. Before committing to a purchase, we go through 56 different touch points and are prone to popping items in our shopping cart...
A guide to sales territory management
There’s a lot that goes into successful sales operations. You need to establish a specific sales pipeline, capture new leads and nurture them through the pipeline, and...
The 12 best CRM for SaaS companies
Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables...