monday.com Blog - Page 5
Last-touch attribution: How it works, examples, and when to use it
Your retargeting ad just closed a deal — at least, that’s what last-touch attribution tells you. But what about the blog post that introduced your brand 6 weeks...
Top AI use cases for channel sales: 10 ways to scale partner performance
AI transforms channel sales from a coordination challenge into a competitive advantage. Instead of chasing manual updates and partner-reported forecasts, you can route...
AI for sales management: Strategies, examples, and tools
What if your sales team could spend more time actually selling? AI for sales management handles the repetitive work — data entry, follow-ups, call logging —...
AI invoice management software: 10 platforms for revenue teams
When invoice data lives in one system and customer records live in another, your revenue team is flying blind. AI invoice management software connects payment status...
15 best AI sales agents for boosting revenue
The right AI sales agent can transform how your revenue team operates, speeding up follow-up, sharpening forecasts, and keeping deals moving through the pipeline. The...
Social selling: Strategy, tools, and tips for B2B sales
B2B buyers have changed how they buy, with Gartner reporting that 75% of B2B buyers prefer a rep-free buying experience. This is why the best sellers are meeting buyers...
How to increase sales revenue: 10 strategies for predictable growth
Most sales teams are sitting on untapped revenue potential — not because they lack talent, but because their processes create friction instead of momentum. When admin...
Simple bill of sale: Free templates and how to write one
A simple bill of sale turns any transaction into an official record by capturing who sold what, to whom, for how much, and when. It takes just minutes to complete and...
ERP vs. CRM: Key differences and how to choose the right system
Most growing businesses run on 2 separate engines: sales chasing revenue in one system, operations managing fulfillment in another. The right choice between ERP and CRM...
15 Podio alternatives for cross-departmental teams in 2026
Podio is one of many popular project management options on the market these days. But is it the best fit for your needs? This is a tough question to figure out,...
Stakeholder analysis: How to identify, assess, and engage the right people
Stakeholder analysis helps you better understand and manage everyone involved in a project — from the CFO approving your budget to the buyer making final purchases....
How to write a professional email: Format, templates, and examples
Most professionals send dozens of emails every day. Yet, recipients ignore, misread, or bury them, not because the content is weak, but because the structure makes it...
Sales email templates for every stage of the funnel
Most sales reps spend more time writing emails than actually selling. Research, draft, second-guess, and rewrite… and that’s before a single reply comes in....
What is email marketing automation and how it drives revenue
Marketers send thousands of emails a year. Yet most teams still spend hours manually segmenting lists, scheduling sends, and following up on leads that went cold days...
AI sales email generator: Build personalized campaigns from CRM data
Most sales and marketing teams have plenty of ambition, but they’re short on time. Writing personalized emails for hundreds of prospects, keeping messaging...
Customer success implementation: 6 steps to build scalable CS operations
Customer success implementation is how you build the systems, workflows, and team structures that let CS operate proactively instead of reactively. When you get the...
How to handle sales objections: 5 examples and steps to win more deals
Strong objection handling starts long before you respond. It starts with listening. When a prospect raises a concern, they’re still engaged — and they’re telling...
Email newsletter examples that convert: 20 campaigns worth copying
Most email newsletters get opened once and forgotten. But a few? They get saved, shared, and studied. What separates high-performing newsletters from ones that quietly...
B2B sales pipeline stages: 7 ways to move deals faster
Pipeline visibility separates teams that consistently hit quota from those that scramble at quarter-end. When your pipeline stages are clearly defined with specific exit...
Sales management process: 6 steps to build a stronger sales team
A strong sales management process turns revenue targets into predictable outcomes. It gives you the visibility to spot what’s working, the structure to scale what...
Automated sales follow-up: How to build a system reps actually use
Most deals don’t die because the product was wrong or the price was too high — they die because someone forgot to follow up. Automated sales follow-up ensures...