The best budget formulas for keeping project finances on point
If you want to keep an accurate budget, whether it’s for a business or a single project, you’ll eventually need to wrangle spreadsheets. For better or worse, these...
The Best CRM for Construction Companies in 2026
Construction companies face unique challenges in managing customer relationships, projects, and communication across dispersed teams and job sites. To overcome these...
The best cheap CRM software
If you want to help your business grow and thrive by improving customer relationships and streamlining processes for greater efficiency, a CRM is an excellent option....
Scale your direct sales business
Direct sales can be a cost-efficient way to break into business ownership with minimal start-up requirements. For this reason, you might feel a draw to this business...
The 12 best CRM for SaaS companies
Software-as-a-service companies need access to reliable digital tools just as much as any other business. The right customer relationship management platform enables...
The ultimate guide to managing your sales orders effectively
In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...
What is CPQ (Configure, Price, Quote)?
By 2020, almost half (48%) of sales organizations were using a CPQ solution. When implemented correctly, they reported: 10 times faster quote generation 95% reduction in...
Sales operations: What it is, strategies, tools, and best practices
Sales operations is the backbone of modern revenue teams. It’s the discipline that brings together people, processes, data, and technology to help sales reps close...
What is customer engagement and why is it important?
Customer engagement is no longer a “nice to have” – customers expect brands to engage with them throughout their journey using various methods on different...
Is AI for sales worth all the hype?
Some sales professionals swear by artificial intelligence tools. Others are more weary of them and worry they’ll replace the necessary human touch involved in building...
How to take your B2B sales process to the next level with AI
Nailing your company’s B2B sales process is one of the most important ways to increase sales. Think of your sales process like a map. It’s there to guide your sales...
What is a MQL (marketing qualified lead?)
Trying to win more sales can be a puzzle. You might be stumped if you’re attracting a constant stream of leads, but they’re not converting into sales. Or...
Project Assumptions: What They Are and Why You Should Care
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...
Considering a tech sales job? Here’s how to get started
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...
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...
Why you should have a sales commission plan for your team
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...
CRM for political campaigns: 9 best platforms & must-have features (2026 guide)
A campaign volunteer knocks on 50 doors in one afternoon. A donor pledges $500 at a town hall. A voter shares what they care about during a phone call. The next morning,...
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...
Building a culture of customer obsession
If you’ve ever found yourself uttering something along the lines of “I could never live without my iPhone,” or “life would be so much harder without Amazon...
Is last touch attribution a useful sales metric?
It’s always interesting to wonder which advertisement or connection with your brand made the buyer choose your business. Sales teams specifically seek this information...
Freshdesk vs. Zendesk: Which CRM best meets your company’s needs?
No matter what industry you’re in, your customers are the backbone of your business. Keeping your customers happy means maintaining a positive reputation, sustaining...