New release: build apps for monday.com workdocs
We are happy to announce that developers on the monday apps framework can now create apps for the workdocs product! This new feature expands the workdocs capabilities by...
What is a pilot project? A complete guide for managers
Project management is a long game, and it can take time to see results. But what if you could test a big idea on a small scale before committing your team’s valuable...
Unlock the potential of customer feedback analysis
Customer feedback is an immensely powerful tool for businesses that aim for growth. It provides true insight into what makes customers tick so businesses can improve...
CRM analytics: Unlocking growth through customer data analysis
What if you could understand how your customers are feeling, thinking, and how they perceive your business — without a crystal ball? Although it may sound impossible,...
LionDesk pricing & CRM for real estate review
Customer relationship management (CRM) systems and their use cases have spread far and wide past sales and customer experience teams. LionDesk CRM is just one example of...
Copper CRM pricing review and alternatives
Pricing is one of the most important factors when choosing a CRM solution for your business — especially if you need buy-in from your organization’s...
monday.com vs Airtable: Which one comes out top?
Work management software provides businesses with an automated powerhouse for time-tracking, project management, and team communication. If you’ve been looking for...
Boost Your Revenue with Sales Analysis: Techniques and Tools Explained
Sales analysis is a crucial aspect of running a successful business. It involves studying data to understand how your products or services are performing and identify...
BANT: What you need to know to generate qualified leads
One way to ensure your company is targeting the right people is by using the BANT sales methodology. This sales framework can help your sales reps save time and money by...
Drip campaigns explained: Examples and tips
Keeping your brand top of mind with your target audience is half the battle in making sales. Whether you’re selling to existing customers or brand-new leads, you’ll...
How to track and report business sales revenue
Business owners are rarely just in it for the ride—they want to make money. That’s why tracking and reporting sales revenue is critical. This metric gives you an...
What is an activity diagram? A complete guide with examples
Getting started on any new project can be a big undertaking. That’s why having a clear visual plan is critical for keeping everyone aligned. Activity diagrams are a...
How to structure your CRM data as your business grows
Staying organized with sales data can sometimes feel overwhelming as your business grows. That’s where a CRM comes into play. A CRM is all about organization and helps...
Tracking customer satisfaction: How to measure experience and loyalty
Your business may be doing everything right to craft memorable marketing campaigns and smooth sales processes, but if you’re only measuring customer satisfaction...
Project management tips for manufacturing projects
There are many moving parts involved in manufacturing. First, the manufacturing process itself is made up of different elements, such as sourcing materials, working with...
A guide to SWOT analysis in project management
Project management is an ever-evolving field that requires a thorough understanding of various methods and techniques to ensure the successful completion of projects....
5 tricks to build your sales optimization process
Your team has a lot of sales experience. Sometimes you win, sometimes you lose, it’s all part of the sales game. But, the real question is, do you learn from the past...
Cross-selling vs upselling: Top tips and strategies for 2025
What’s better for increasing sales: cross-selling or upselling? The truth is that both are great sales strategies but should be used in different scenarios. In order...
Gate reviews in project management: Process, stages, examples, and templates
Gate reviews allow stakeholders to decide whether to continue, change, or stop a project at specific checkpoints. Projects often fail not through lack of effort, but...
15 best CRM for utility companies in 2025
Positive or negative customer interactions with a utility company have lasting effects on its bottom line. Consumers have long memories when it comes to the service they...
Tune into customer demands with an analytical CRM
Understanding how your customers think and what their expectations and desires are is essential for any company that wants a promising and profitable future. After all,...