
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...

What is sales enablement? Features 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:...

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....

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.

The reason you need a sales process flowchart
Sales process flowcharts can get your team working more efficiently. Learn how to make one.

The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.

Sales methodology: How to deliver better sales results
With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.

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
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...