CRM with inventory management: Streamline sales, service, and stock in one place
Traditional CRMs focus on tracking customer relationships and interactions, but today’s platforms do much more. A CRM with inventory management connects your sales,...
The importance of benchmarking in project management
Benchmarking in project management helps take the guesswork out of projects by enabling a clearer understanding of success and progress. You can achieve this deeper...
Target the Right Audience With a Marketing Mix Template
Making sure your message reaches the right audience and resounds with them is one of the most challenging aspects of marketing. But seeing your target audience’s...
A guide to Gantt chart with dependencies
Here's when a Gantt chart with dependencies comes in handy.
Change management vs project management: a practical comparison for teams
Change management and project management often appear similar, yet they address different needs within an organization. Project management sets the structure for...
Intro to Large Scale Scrum (LeSS)
Originally created in 1995 for software developers, the Scrum framework and underlying Agile principles have seeped into countless industries and businesses. But because...
How to add order to your creative workflow without killing creativity
Creatives are expert inventors. They excel at imagining, ideating, and bringing novel concepts to life. They understand the importance of harnessing moments of...
Social CRM: Why your CRM needs social media integrations
Customer expectations have evolved with technology and social media. Your customers value the ability to contact you in a manner that’s most convenient for them,...
Identify project challenges with a free issue log template
Project management is a complex job that requires you to steer a team towards achieving desired outcomes. However, successful project management also means identifying...
Project management vs. operational management: how to choose the right one
Projects and operations both work towards the same goal of creating value through products or services. Managing either aspect of a business comes with unique challenges...
5 top tools for digital marketing agency professionals
Any digital marketing agency needs a wide selection of tools to ensure its teams can meet client needs and expand reach. With various templates and software tools, you...
Free RFQ template for supplier bids
Every project comes with a new set of tasks that require unique solutions. A common task for projects of all sizes involves securing vendors to provide the necessary...
Crashing in project management and how to use it effectively
Projects rarely run on a perfectly predictable timeline. Even with thoughtful planning, shifting requirements, delayed approvals, or surprise roadblocks can quickly...
Free 30-60-90 day plan template for your new job
Simplify onboarding and focus solely on setting the groundwork for a successful tenure.
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...