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CRM with a 360 degree customer view
CRM and Sales

The 360 degree customer view and its role in CRM

Data is multiplying like never before. Harness its power with a 360 degree customer view.

6 min read

two people with laptops discussing risk structure breakdown
Project management

4 Steps for Creating a Risk Breakdown Structure

No risk, no reward. Most projects in business involve a degree of risk, but we’re always hopeful it’s...

7 min read

image of a person pointing to hourglass
Project management

Change freeze: pros, risks, and project management tips

Constantly fighting to hit multiple deadlines and KPIs is standard in project management. But, luckily, there...

8 min read

A person uses their phone during sales prospecting while sitting and working on their laptop.
CRM and Sales

Expand your customer base with sales prospecting

The average American sees 4,000 to 10,000 ads every day. That’s a lot of noise and competition for...

10 min read

Hot leads are crucial to sales teams
CRM and Sales

What are hot leads in sales?

What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?

8 min read

What is target account selling (TAS)?
CRM and Sales

What is target account selling (TAS)?

Learn how to use target account selling (tas) to bring highly qualified leads.

7 min read

facebook-on-mobile-next-to-laptop
CRM and Sales

How to use social selling to improve your B2B sales

The more contact you have with your customers, the better your relationship with them will be. And, the...

9 min read

a team planning a sales enablement strategy with their computers, papers, and a pen
CRM and Sales

Why sales enablement is critical for sales teams

Sales enablement processes bring together your sales teams with the right tools and information in order to...

7 min read

monday.com board of cost comparison
Project management

How to nail your cost breakdown structure

A good cost breakdown structure is a fundamental element of project management.

7 min read

Planning an automated email sequence
CRM and Sales

7 automated email sequences to power your CRM

Use these automated email sequences to nurture, engage, and convert leads into paying customers

8 min read

barista-giving-coffee-loyal-customer
CRM and Sales

5 ways to build long-lasting customer loyalty

“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author,...

8 min read

Person checks scoring rules on their laptop next to phone and glasses on the desk.
CRM and Sales

Scoring rules: How to win more sales by rating your...

See how assigning behavior points during the buyer journey, through scoring rules, drives results.

9 min read

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