Why your sales team needs opportunity management
If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...
What is a SaaS CRM, and do you need one?
Finding the right CRM for your company can be difficult, as each business has its own unique needs. The software-as-a-service (SaaS) industry is no exception. SaaS...
How to effectively manage raw leads and convert them
Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s your job to filter the list and identify the valuable ones....
Sales operations basics: what it means and tips for...
“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s more than the day-to-day goings-on of a sales team — sales...
How AI for sales boosts efficiency and performance
Recent research by Gartner found that 88% of Chief Sales Officers (CSOs) have invested or are considering investing in AI. But make no mistake, “the rise of the...
B2B sales process: definition and best practices
The B2B sales process — it’s a maze, a labyrinth. You can easily get lost while trying to wrap your head around this dynamic cycle. To help, we’ve created a...
Project assumptions: What they are and why you should...
Project assumptions are part of every project management cycle. Project managers assume that they’ll have the appropriate budget and talent to complete the project on...
Considering a tech sales job? Here’s how to get...
The tech industry is constantly bringing out new and interesting products, so there’s no shortage of work for people in tech sales. These days most tech products are...
What is a web-based CRM, and why does it matter?
Setting up an on-premise customer relationship management (CRM) system requires a significant investment of time, energy, and money because you need space for the...
Why you should have a sales commission plan for your...
A competitive pay structure and commission plan are essential to bringing in and retaining the best sales talent. According to a 2022 study on the Great Resignation by...
Customer churn: common causes and how to reduce it
Even if you’re a great salesperson with a flawless presentation, your company will lose customers — it’s inevitable. Often, the blame falls on the product or...
CRM reporting: A powerful tool to track sales...
CRM (Customer Relationship Management) reporting is integral to any business that wants to maintain a good customer relationship. It allows businesses to track customer...
What you need to know about CRM dashboards
Dynamic customer relationship management (CRM) systems are usually cloud-based alternatives to off-the-shelf legacy programs with limited capabilities and manual...
Improve routine business with CRM operations tools
Most companies struggle with the general relationship between their sales and marketing teams. Fostering this relationship means taking full advantage of the...
CRM software examples: why you need it
Customer relationship management (CRM) software is one of the most valuable tools your sales business can invest in. It streamlines operations, puts all the right data...
It’s the little things like Kanban actions and...
We spent a lot of 2022 focused on improving speed and other behind-the-scenes elements. But as we close out the year, we’re making a few more small but important...
What are warm leads and how to generate them
As a sales professional, you’re constantly looking to chase the right leads and make the most out of your efforts. Warm leads present an enticing opportunity — all...
Business projects: Types, tips, and templates
Out top tips to help you easily manage business projects.
Compliance projects: What they are and when you’ll...
Compliance projects needn’t bring on cold sweats.
Customer retention explained
You’ve successfully closed deals and hit your sales quota. Now what? Your first thought may be to repeat the process and bring in new sales again. But there’s...
What is sales velocity and why is it important?
Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.