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CRM and Sales
hands touching computer opportunity management
CRM and Sales

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...

Allie Kashkash | 7 min read

CRM and Sales
What is a SaaS CRM, and do you need one?
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
raw leads
CRM and Sales

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....

Hibathu Naseer | 8 min read

CRM and Sales
Sales operations basics: what it means and tips for success
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
How AI for sales boosts efficiency and performance
CRM and 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...

Kerry Leech | 9 min read

CRM and Sales
b2b sales process
CRM and Sales

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...

Hibathu Naseer | 8 min read

Project management
Project assumptions: What they are and why you should care
Project management

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...

All of us at monday.com | 7 min read

CRM and Sales
Considering a tech sales job? Here’s how to get started
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
web-based crm
CRM and Sales

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...

Michelle Deery | 6 min read

CRM and Sales
Why you should have a sales commission plan for your team
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
Customer churn common causes and how to reduce it
CRM and Sales

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...

Hibathu Naseer | 9 min read

CRM and Sales
CRM reporting: A powerful tool to track sales performance
CRM and Sales

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...

Aanchal Parmar | 13 min read

CRM and Sales
What you need to know about CRM dashboards
CRM and Sales

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...

All of us at monday.com | 6 min read

CRM and Sales
Improve routine business with CRM operations tools
CRM and Sales

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...

All of us at monday.com | 6 min read

CRM and Sales
CRM software examples: why you need it
CRM and Sales

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...

John Bogna | 7 min read

Product updates
It’s the little things like Kanban actions and subitem filters that really make a workflow!
Product updates

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...

Jackie Goldberg | 2 min read

CRM and Sales
warm leads
CRM and Sales

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...

Hibathu Naseer | 8 min read

Project management
two people sitting at a computer, working on a business project
Project management

Business projects: Types, tips, and templates

Out top tips to help you easily manage business projects.

Kerry Leech | 7 min read

Project management
Two men talking. to each other in front of a computer
Project management

Compliance projects: What they are and when you’ll...

Compliance projects needn’t bring on cold sweats.

Kerry Leech | 6 min read

CRM and Sales
customer retention
CRM and Sales

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...

Hibathu Naseer | 8 min read

CRM and Sales
a person at work with a notebook and cell phone and computer
CRM and Sales

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.

Allie Kashkash | 6 min read

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