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customer churn
CRM and Sales

Customer churn: common causes and how to reduce it

Even if you’re a great salesperson with a flawless presentation, your company will lose customers —...

9 min read

CRM reporting: A powerful tool to track sales performance
CRM and Sales

CRM reporting: A powerful tool to track sales...

CRM (Customer Relationship Management) reporting is integral to any business that wants to maintain a good...

13 min read

What you need to know about CRM dashboards
CRM and Sales

What you need to know about CRM dashboards

Dynamic customer relationship management (CRM) systems are usually cloud-based alternatives to off-the-shelf...

6 min read

Improve routine business with CRM operations tools
CRM and Sales

Improve routine business with CRM operations tools

Most companies struggle with the general relationship between their sales and marketing teams. Fostering this...

6 min read

CRM software examples: why you need it
CRM and Sales

CRM software examples: why you need it

Customer relationship management (CRM) software is one of the most valuable tools your sales business can...

7 min read

It’s the little things like Kanban actions and subitem filters that really make a workflow!
Product updates

It’s the little things like Kanban actions and...

We spent a lot of 2022 focused on improving speed and other behind-the-scenes elements. But as we close out...

2 min read

warm leads
CRM and Sales

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...

8 min read

two people sitting at a computer, working on a business project
Project management

Business projects: Types, tips, and templates

Out top tips to help you easily manage business projects.

7 min read

Two men talking. to each other in front of a computer
Project management

Compliance projects: What they are and when you’ll...

Compliance projects needn’t bring on cold sweats.

6 min read

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.

6 min read

sales invoice
CRM and Sales

What is a sales invoice [benefits & how to]

Find out how monday.com can automate your sales invoice workflow to prevent lost profits and human errors.

7 min read

Why you should care about sales metrics
CRM and Sales

Why you should care about sales metrics

You can’t measure what you don’t track. Start tracking your sales metrics and setting more focused goals.

8 min read

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