How to use social selling to improve your B2B sales
The more contact you have with your customers, the better your relationship with them will be. And, the better the relationship with your customers is, the more likely...
What is sales enablement? Features that will boost sales in 2025
Sales enablement software gives sales teams a single place to access everything they need to sell smarter: training, coaching, sales content, analytics, and pipeline...
Cost breakdown structure guide for 2026: plan and control project costs
Cost breakdown structure is one of the most reliable ways to bring clarity to project finances. By mapping every cost category — from labor and materials to equipment...
Email sequences that deliver results: Strategies and best practices
Email marketing continues to outperform most channels in ROI, but sending one-off campaigns is rarely enough. To drive meaningful engagement and revenue, teams need...
5 ways to build long-lasting customer loyalty
“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author, lecturer, and business trainer on sales and customer loyalty....
Better forecasting: how to design a sales process flowchart [2026]
A strong sales process runs on clarity. When every rep understands the path from first outreach to signed contract, the entire team moves with more confidence and far...
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
CRM automation: The what, the why + the best CRM software solutions
Customer relationship management (CRM) systems are the backbone of any thriving sales team — a prime example of how modern technology can drive productivity and...
Top 6 sales tips to supercharge your sales team
Take a look at our top six tips to step up your sales game and close more deals.
Using escalation process templates to boost customer service
Sometimes, an issue arises in the workplace that requires a higher level of assistance. By using an escalation process template, your team members can take the right...
Streamline your business’s construction projects with a general contractor template
If you don’t work in construction, it’s difficult to describe the effort required to effectively manage dozens of subcontractors, oversee countless materials, and...
Improve performance with simple after action report templates
You’ve likely heard the adage that present actions shape future outcomes. While it seems obvious, high-performance teams take the idea to heart by engaging in methods...
Stock ledger template: a peek at corporate bookkeeping
In keeping business finances in order, there are two essential concepts required daily: control and transparency. Tracking and recording every expense and transaction...
Create lasting brand presence with a branding brief template
In 2006, the Oxford English Dictionary added the word “google” to its contents as a transitive verb. This is the very definition — pun intended — of brand...
Streamline workflows with a daily report template for construction
Every project, regardless of industry, has many moving parts that can be challenging to accurately track without the right tools, knowledge, and team. However,...
Free employee directory template to help your HR team
No matter the size of your staff, keeping track of employee information is an important task to master. HR, managers, and many team members need a convenient way to...
Improve your productivity with the Pomodoro focus technique
Productivity is often at the core of people’s lives and many of us strive toward getting more work done. We’re always looking for new ways to move closer to...
The importance of looking ahead with impact analysis
Project and business success and longevity are directly related to the decisions stakeholders make. In times of crisis or transformation, the stakes of making the right...
How a happy workplace boosts business success
The best words a boss can hear are “I love my job!” but a happy workplace is much more than employees walking around with a permanent smile on their face. In fact,...
Stay on top of coursework with an assignment tracker template
Time management aids are one of many things that can help students increase their chances of success when they attend college or high school. A simple assignment tracker...
Identify your customer base using a market segment template
Do you know who your target customers are? Do you know where they live, how they shop, and what motivates them to make a purchase? Knowing the answers to these questions...