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Finance CRM: a no-nonsense guide to software for the finance industry
CRM and Sales

Finance CRM: a no-nonsense guide to software for the...

You can’t fit a square peg into a round hole. But when finance organizations try to adopt the same customer...

9 min read

9 Reasons to invest in an online CRM [and what to look for]
CRM and Sales

9 Reasons to invest in an online CRM [and what to look...

Customer relationship management (CRM) is the backbone of a successful business, but it’s often...

9 min read

What is sales management?
CRM and Sales

What is sales management?

The right sales management strategy empowers your sales force by setting goals and giving them the processes...

9 min read

pencil lightbulb eye letter
Project management

5 elements of PM software creative agencies need

According to Wellingtone’s 2020 Annual Report on the State of Project Management, less than 33% of...

6 min read

open source crm yellow background with 4 people speaking remotely
CRM and Sales

What does CRM open source mean?

CRM — open source or not? There is a lot of buzz around these types of software and platforms — ...

8 min read

CRM for startups: everything you need to know in 2023
CRM and Sales

CRM for startups: everything you need to know in 2023

The CRM market is booming, with its market size expected to reach $128.97 billion by 2028. For start-ups, a...

9 min read

Why a sales tracker is essential to your sales operations
CRM and Sales

Why a sales tracker is essential to your sales...

You’ve likely spent countless resources hiring, training, and equipping your sales reps for success,...

 

Our response to the recent Codecov vulnerability
News

Our response to the recent Codecov vulnerability

We take data security extremely seriously, and we believe it is important to be transparent and accountable....

3 min read

What is pipeline management?
CRM and Sales

What is pipeline management?

If you think pipeline management sounds like a chore, you’re not alone. This practice is a must in order to...

10 min read

The header inage of this CRM glossary is a woman on computer perfoming various tasks.
CRM and Sales

Everything you need to know about effective CRM...

In order to understand what drives — or prevents ‚ your customers’ purchasing decisions, you need a...

11 min read

Sales and CRM pipelines explained
CRM and Sales

Sales and CRM pipelines explained

A well-structured CRM pipeline can help you organize your interactions with prospects to align with your...

11 min read

A short guide to a career as a sales representative
CRM and Sales

A short guide to a career as a sales representative

What is a sales representative? What does this job really entail and has it changed much in the past 10 ...

10 min read

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