What is the value of a CRM database, and what should it...
When it comes to your prospects and customers, you need to know everything — their current needs, how they’ve historically been contacted by your company,...
How to choose the right cloud CRM
Nowadays, there’s no alternative to having relevant, automatically updated information at our fingertips. And cloud-based customer relationship management (CRM)...
Consider this your official handbook to process...
In 2020, when nearly half of the workforce became remote, many businesses turned to process management to fit the new work environment. In 2022 and beyond, companies...
How to develop meaningful customer relationships
Have you noticed companies upping their game when it comes to building meaningful relationships with you recently? Maybe you received a discount on your birthday, or an...
All you need to know about effective contact management
Contact management has come a long way in the past 30 years. Many people still remember the days of having a Rolodex sitting on everyone’s desk with dozens if not...
Marketing planning: A complete guide and useful...
Planning is an essential activity for any project, including marketing. Without a proper plan in place, an otherwise successful campaign can turn into a chaotic...
A sales forecast template & software for better...
Time for some honesty — while we’d love to tell you we can give you the superpower to predict your sales revenue with 100% precision and accuracy we’ve yet...
A practical guide to choosing the best pipeline...
If you want to streamline your sales processes or scale your business, pipeline software might be the answer. While sales pipeline software isn’t a magical robot...
7 of the best contact management software solutions
Your customers are the core of your business. They propel your business forward and allow your company to grow. That’s why it’s so important to have a clear overview...
How to pick a time-tracking app
Last year, the slow shift to a remote work economy accelerated drastically. Businesses had to overcome several challenges unique to working as remote teams — one of...
Everything you need to know about automation software
The decision to invest in automation software for your business is a prudent one. There’s a reason the global automation industry is set to generate over $200 billion...
How to create a successful (and manageable) marketing...
The right marketing plan can keep your team aligned, accountable, and productive. Sadly, you’d be surprised by the number of teams that neglect the planning process...
What is lead management software?
Every business needs customers, right? Whether you’re a small business or a large corporation, we all need customers to keep the cogs turning and help our companies...
What’s a project management professional?
Two of the biggest issues plaguing the project management world are taking on too many projects and poorly trained project managers. The former requires adequate...
Fortify your operations with a communications plan...
In the age of digital enlightenment— when we’ve got more ways to engage than ever — why are we often tongue-tied? Especially in the business world, a simple...
A Guide to the Time Management Matrix
More likely than not you know someone who seems to have boundless energy and get more done in a week than you do all month— are they superhuman, or could it be a time...
Why is time management important? All you need to know
Time. We never seem to have enough of it. But why is time management so important to us? Well, we’re under increasing pressure at work. High workloads and too many...
7 project management skills you need to have to succeed
Here’s a harsh truth that very few hiring managers or project managers will tell you: The world primarily cares about what it can get from you. They don’t teach you...
What is a timeline chart? A simple definition with...
As a kid, whenever I was on a long trip with my parents, I wouldn’t stop asking the annoying question, “Mom, are we there yet?” Not because I expected a positive...
What is CRM software? A comprehensive guide
Businesses often make the mistake of investing their efforts in attracting new customers. They spend less time nurturing their customers’ continued interest or...
Top 10 CRM for small businesses
Small business owners spin many plates to keep their customers front and center. From marketing and sales to customer support and retention, it’s a constant juggling...