How a sales pipeline report keeps sales teams organized
A pipeline report is an important tool for sales teams in any industry. It lets you keep tabs on how many potential deals you have in the funnel. That information offers...
Free transition plan template for improved productivity
Making use of a free transition plan template from monday.com can improve your company’s productivity by streamlining the process of transferring ownership of...
ERP vs CRM: Breaking Down the Differences Between These SAAS Business Tools
In today’s day and age, for companies to be successful they must rely on technology to help streamline operations and enhance customer experience. When picking a...
Marketing roadmap template – plan your success
Connecting business objectives and processes to the marketing engine that drives leads and new customers for a company is important. A high-level strategic plan makes it...
Project management vs. product management: What’s the difference?
Project management vs. product management: is there a difference?
Learn about project management in healthcare
With effective project management in healthcare, you can develop plans, break everything down into simple steps, track progress, and enjoy an end result that often...
Simplify reporting with a project update template
A project update template helps simplify reporting by providing a foundation for clear, effective reports. Key stakeholders in a project—from clients and sponsors to...
The best organization apps for task management
The best organization apps can help you stay on track and save time.
Use an RFP template to receive great bids
When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure you access the right resources to get the job done. When you...
Set deliverables with project closure templates
Finish projects strong with project closure templates.
Your guide to creating effective buyer personas with a template
When done correctly, buyer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further by...
Project management for beginners: A complete guide
Professionals can arrive at project management through many paths. Some project management beginners opt for training courses or get degrees, while others learn from...
Define your goals with this free development template
Get ready to for more efficient goal setting.
5 marketing tools for small business
For a small business that might be competing with other small businesses and even some mid-size companies or corporations, every potential touchpoint with...
7 Free email templates for foolproof communications
When was the last time you created an email draft, only to wonder what you should say or how to say it? Free email templates eliminate guesswork, making it easier to...
12 inspiring women in project management
Women have shattered the glass ceiling across skill sets and industries, reducing the gender gap in many business practices. Women often lead by teaching and are adept...
Career roadmap template to support employee growth
HR teams can use this template to reflect a culture of integrity and commitment.
7 steps to creating successful sales reports
At the heart of an effective sales report is data — the lifeblood of any successful sales strategy. By collecting and analyzing metrics such as revenue, win rates,...
Fishbone diagram template for fast root cause analysis
Cause and effect are critical factors for project teams or anyone working to improve a process, as it lets you make informed decisions when changes arise throughout a...
Pitch deck template for a winning sales pitch
A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a way that draws investor interest or inspires excitement within a...
Your step-by-step nonprofit fundraising plan
As a nonprofit, it is important to raise money to keep things afloat and work towards your mission. One of the best and most significant ways to receive donations is...