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.
Better forecasting: how to design a sales process flowchart [2026]
A strong sales process runs on clarity. When every rep understands the path from first outreach to signed contract, the entire team moves with more confidence and far...
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
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...
Stock ledger template: a peek at corporate bookkeeping
In keeping business finances in order, there are two essential concepts required daily: control and transparency. Tracking and recording every expense and transaction...
Create lasting brand presence with a branding brief template
In 2006, the Oxford English Dictionary added the word “google” to its contents as a transitive verb. This is the very definition — pun intended — of brand...
Streamline workflows with a daily report template for construction
Every project, regardless of industry, has many moving parts that can be challenging to accurately track without the right tools, knowledge, and team. However,...
Free employee directory template to help your HR team
No matter the size of your staff, keeping track of employee information is an important task to master. HR, managers, and many team members need a convenient way to...
Improve your productivity with the Pomodoro focus technique
Productivity is often at the core of people’s lives and many of us strive toward getting more work done. We’re always looking for new ways to move closer to...
The importance of looking ahead with impact analysis
Project and business success and longevity are directly related to the decisions stakeholders make. In times of crisis or transformation, the stakes of making the right...
How a happy workplace boosts business success
The best words a boss can hear are “I love my job!” but a happy workplace is much more than employees walking around with a permanent smile on their face. In fact,...
Assignment calendars help students avoid deadline anxiety
The start of an academic year can seem daunting, particularly if it’s your first. You may feel weighed down by the amount of material you have to study before...
Stay on top of coursework with an assignment tracker template
Time management aids are one of many things that can help students increase their chances of success when they attend college or high school. A simple assignment tracker...