How to track and report business sales revenue
Business owners are rarely just in it for the ride—they want to make money. That’s why tracking and reporting sales revenue is critical. This metric gives you an...
How to create a project initiation document and why
If you’re in the initiating stage of any project, you know how important planning your steps is. This is the point that you understand what you need to do, make sure...
How an activity diagram can keep your project on track
Getting started on any new project can be a big undertaking for a team or company as a whole. That’s why having a strategy in place for project management is critical....
How to structure your CRM data as your business grows
Staying organized with sales data can sometimes feel overwhelming as your business grows. That’s where a CRM comes into play. A CRM is all about organization and helps...
Tracking customer satisfaction: A guide to metrics, tools, and best practices
Your business may be doing everything right to craft memorable marketing campaigns and make your sales pipeline as smooth as possible, but if you’re not tracking...
Project management tips for manufacturing projects
There are many moving parts involved in manufacturing. First, the manufacturing process itself is made up of different elements, such as sourcing materials, working with...
A guide to SWOT analysis in project management
Project management is an ever-evolving field that requires a thorough understanding of various methods and techniques to ensure the successful completion of projects....
Sales qualified leads (SQL) — what you need to know
Research shows sales reps need to average 8-10 meaningful conversations per day to fulfill their monthly targets. That means between calls, emails, prospecting,...
5 tricks to build your sales optimization process
Your team has a lot of sales experience. Sometimes you win, sometimes you lose, it’s all part of the sales game. But, the real question is, do you learn from the past...
Cross-selling vs upselling: Top tips and strategies for 2025
What’s better for increasing sales: cross-selling or upselling? The truth is that both are great sales strategies but should be used in different scenarios. In order...
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...
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...
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,...
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: top tips to improve team performance [2026]
Strong project collaboration brings together different skills and perspectives to move work from early concept to final delivery. When teams coordinate well, progress...
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...