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...

Rachel Hakoune | 8 min read

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...

Rachel Hakoune | 10 min read

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...

Rachel Hakoune | 9 min read

Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...

David Hartshorne | 10 min read

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...

Rachel Hakoune | 10 min read

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...

monday.com | 14 min read

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...

Rachel Hakoune | 8 min read

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...

Rachel Hakoune | 3 min read

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...

Rebecca Wojno | 9 min read

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,...

Danielle Tawfik | 35 min read

Real estate CRM (customer relationship management) software plays a crucial role in helping real estate professionals manage contacts, automate tasks, and streamline...

Alicia Schneider | 2 min read

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...

Rebecca Noori | 10 min read

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...

monday.com | 8 min read

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...

Danielle Tawfik | 9 min read

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...

monday.com | 8 min read

In order to understand what drives — or prevents ‚ your customers’ purchasing decisions, you need a way to organize and analyze data on their needs,...

Zacharie Lahmi | 11 min read

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...

monday.com | 8 min read

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...

Rachel Hakoune | 12 min read

What is a sales representative? What does this job really entail and has it changed much in the past 10 years? Whether you’re a job seeker, someone who want to see how...

monday.com | 10 min read

Wondering what the phrase “work remotely” means? You’ve come to the right place. In a post-Covid world, where 41.8% of American workers still work from home,...

monday.com | 8 min read

Managing entire construction projects from start to finish requires an incredible amount of organization, a lot of teamwork, and a huge amount of industry...

monday.com | 8 min read