How to use content briefs
Dive into what content briefs actually are and how to use them to scale effectively.
Understanding the dynamic role of an Event Coordinator
It’s not all shining lights, canapés, and red carpets—the role of an event coordinator is meaningful, dynamic, and challenging at times. Special occasion events...
What is time tracking?
Time tracking at its most basic level quantifies the value of the amount of work that went into a task — often so that an accurate fee can be charged or hourly...
Easy to use CRM software for Macs
Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally prioritize solutions that are designed to not just work on...
Choosing the right life insurance CRM
Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making appointments, calling clients, managing claims, and more. But to take...
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 hindered by manual CRM methods — like physical folders for every...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...
Mastering sales management: Best practices for success
Sales management is essential for any company that wants to grow its revenue and increase its profitability. It helps managers create plans, set quotas, and motivate...
Top social media management tools
Succeeding on social media today is harder than ever. Virtually every business has an Instagram, Twitter, Facebook, and YouTube account. That said, success is still...
What does CRM open source mean?
CRM — open source or not? There is a lot of buzz around these types of software and platforms — and there’s a good reason for it. You can enjoy a world of benefits...
CRM for startups: everything you need to know
The CRM market is booming, with its market size expected to reach $128.97 billion by 2028. For startups, a good CRM is essential as a centralized system to manage...
Why a sales tracker is essential to your sales...
You’ve likely spent countless resources hiring, training, and equipping your sales reps for success. But without a sales tracker, you may be leaving your...
20+ must-have startup tools
Managing or creating a successful startup is no easy feat. A relatively small team needs to cover every aspect of the business – from social media to marketing,...
Close deals faster with these 15 real estate CRMs
You may have heard that the golden rule in the real estate industry is “location, location, location,” but what you may not realize is that behind the scenes, real...
What is pipeline management?
Successful businesses plan ahead. They understand what revenue they’ll make this month, this quarter, and the one after that. They know how to appropriately deploy...
How to accelerate your business sales growth
Are you desperately trying to drive sales growth in your company? Does it sometimes feel like a never-ending battle? Well, sometimes, it kind of is. And without a...
How to find the perfect CRM app for your business
Around 47% of companies agree that giving teams access to information increases workplace engagement. And 72% of working professionals say that flexible working will be...
How to boost sales with intelligent deal tracking...
As a sales representative for high-value clients, you’re probably all too familiar with the pains of managing an entire portfolio of leads on your own. The deals...
Everything you need to know about effective Customer...
In order to understand what drives — or prevents ‚ your customers’ purchasing decisions, you need a way to organize and analyze data on their needs,...
How to manage the flow of sales deals effectively
Good leads are like diamonds — rare, valuable, and tough to crack. Every good lead is a likely opportunity to close a deal, and giving those leads the premium...
Sales and CRM pipelines explained
A well-structured CRM pipeline can help you organize your interactions with prospects to align with your sales cycle and forecast potential revenue. But managing a sales...