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CRM and sales
Email personalization how to get it right
CRM and sales

Email personalization: how to get it right

I’ve just finished eating a spectacular chocolate chip cookie. Again. And I blame personalization entirely. You see, the barista at my local coffee shop knows my name....

Rosanna Campbell | 11 min read

Project management
How to become a senior project manager
Project management

How to become a senior project manager

The road to becoming a senior project manager is paved with skill sharpening, certifications, best practices, and a deepened passion for effective process management —...

Hibathu Naseer | 8 min read

Project management
What is a pilot project? A complete guide for managers
Project management

What is a pilot project? A complete guide for managers

Project management is a long game, and it can take time to see results. But what if you could test a big idea on a small scale before committing your team’s valuable...

Kerry Leech | 9 min read

CRM and sales
CRM and sales

Customer behavior analysis: a guide

The results that stem from a customer behavior analysis help companies gain insight into how customers interact with a business. For example, if customers purchase a...

Alicia Schneider | 9 min read

Project management
How to deal with scope change in project management
Project management

How to deal with scope change in project management

Your team is getting started on a new project and the goals and end products are clear. You have a plan to meet the deadline and make the best, most professional final...

Allie Kashkash | 6 min read

CRM and sales
Unlock the potential of customer feedback analysis
CRM and sales

Unlock the potential of customer feedback analysis

Customer feedback is an immensely powerful tool for businesses that aim for growth. It provides true insight into what makes customers tick so businesses can improve...

Kerry Leech | 8 min read

CRM and sales
CRM analytics Unlocking growth through customer data analysis
CRM and sales

CRM analytics: Unlocking growth through customer data analysis

What if you could understand how your customers are feeling, thinking, and how they perceive your business — without a crystal ball? Although it may sound impossible,...

Alicia Schneider | 19 min read

CRM and sales
How to use email segmentation to improve email marketing ROI
CRM and sales

How to use email segmentation to improve email marketing ROI

With the large number of marketing emails we receive from brands each day, it’s almost become a habit for us to ignore them unless they really stand out. So, what...

Hibathu Naseer | 8 min read

CRM and sales
HTML emails Everything you need to know
CRM and sales

Email open rate: definition, formula, and tracking tips

347.3 billion emails will be sent and received every single day in 2023, and we’re on track to hit 361.6 billion by 2024. In a world of overflowing inboxes, email...

Rebecca Noori | 8 min read

CRM and sales
LionDesk pricing amp CRM for real estate review
CRM and sales

LionDesk pricing & CRM for real estate review

Customer relationship management (CRM) systems and their use cases have spread far and wide past sales and customer experience teams. LionDesk CRM is just one example of...

Alicia Schneider | 10 min read

CRM and sales
Copper CRM pricing review and alternatives
CRM and sales

Copper CRM pricing review and alternatives

Pricing is one of the most important factors when choosing a CRM solution for your business — especially if you need buy-in from your organization’s...

Rebecca Noori | 8 min read

Project management
monday.com vs Airtable: Which one comes out top?
Project management

monday.com vs Airtable: Which one comes out top?

Work management software provides businesses with an automated powerhouse for time-tracking, project management, and team communication. If you’ve been looking for...

Alicia Schneider | 15 min read

CRM and sales
Boost Your Revenue with Sales Analysis Techniques and Tools Explained
CRM and sales

Boost Your Revenue with Sales Analysis: Techniques and Tools Explained

Sales analysis is a crucial aspect of running a successful business. It involves studying data to understand how your products or services are performing and identify...

monday.com | 3 min read

CRM and sales
BANT (budget, authority, need, timing)
CRM and sales

BANT: What you need to know to generate qualified leads

One way to ensure your company is targeting the right people is by using the BANT sales methodology. This sales framework can help your sales reps save time and money by...

Michelle Deery | 6 min read

CRM and sales
Drip campaigns explained Examples and tips
CRM and sales

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...

Rebecca Noori | 8 min read

CRM and sales
How to track and report business sales revenue
CRM and sales

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...

Rebecca Noori | 7 min read

Project management
How to create a project initiation document and why
Project management

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...

Allie Kashkash | 6 min read

Project management
What is an activity diagram A complete guide with examples
Project management

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...

Allie Kashkash | 6 min read

CRM and sales
How to structure your CRM data as your business grows
CRM and sales

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...

Allie Kashkash | 7 min read

CRM and sales
Tracking customer satisfaction How to measure experience and loyalty
CRM and sales

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...

Alicia Schneider | 20 min read

Project management
Project management tips for manufacturing projects
Project management

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...

Alicia Schneider | 7 min read

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