Drip campaigns explained: Examples and tips
Keeping your brand top of mind with your target audience is half the battle in making sales. Whether you’re selling to existing customers or brand-new leads, you’ll...
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...
What is an activity diagram? A complete guide with examples
Getting started on any new project can be a big undertaking. That’s why having a clear visual plan is critical for keeping everyone aligned. Activity diagrams are a...
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: How to measure experience and loyalty
Your business may be doing everything right to craft memorable marketing campaigns and smooth sales processes, but if you’re only measuring customer satisfaction...
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...
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...
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,...
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...
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...
CRM Glossary: all the CRM And sales terms you need to know
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...
Boost business efficiency with operational projects
With each new project, a challenge presents itself to the manager and his team: how to ensure that every step and operation is carried out smoothly and efficiently. Big...
Infrastructure project: the foundations for a better society
The progress of every community across the globe depends on the success of infrastructure projects. Whether in the private or public sector, precise planning and...