How to boost sales with intelligent deal tracking software
As a sales representative for high-value clients, you’re probably all too familiar with the pains of managing an entire portfolio of leads on your own. The deals...
Smart CRM management: 9 powerful use cases (and how AI transforms them)
Every business depends on its customers: acquiring them, keeping them happy, and building loyalty that lasts. And customer relationship management (CRM) software is one...
How to manage the flow of sales deals effectively
Good leads are like diamonds — rare, valuable, and tough to crack. Every good lead is a likely opportunity to close a deal, and giving those leads the premium...
Sales and CRM pipelines explained
A well-structured CRM pipeline can help you organize your interactions with prospects to align with your sales cycle and forecast potential revenue. But managing a sales...
A short guide to a career as a sales representative
What is a sales representative? What does this job really entail and has it changed much in the past 10 years? Whether you’re a job seeker, someone who want to see how...
Work remotely: meaning, trends, and best practices
Wondering what the phrase “work remotely” means? You’ve come to the right place. In a post-Covid world, where 41.8% of American workers still work from home,...
The complete guide to construction software
Managing entire construction projects from start to finish requires an incredible amount of organization, a lot of teamwork, and a huge amount of industry...
What is the value of a CRM database, and what should it include?
When it comes to your prospects and customers, you need to know everything — their current needs, how they’ve historically been contacted by your company,...
How to choose the right cloud CRM
Nowadays, there’s no alternative to having relevant, automatically updated information at our fingertips. And cloud-based customer relationship management (CRM)...
15 Process Management Strategies to Transform Your Business
Effective process management is essential for organizations striving to enhance efficiency and drive growth. By systematically analyzing and optimizing workflows,...
How to Develop Strong Customer Relationships: Benefits, Strategies, & Tips
“Integrity is important in building relationships. And is the foundation upon which many other qualities for success are built, such as respect, dignity, and trust,”...
All you need to know about effective contact management
Contact management has come a long way in the past 30 years. Many people still remember the days of having a Rolodex sitting on everyone’s desk with dozens if not...
Marketing planning: A complete guide and useful templates
Planning is an essential activity for any project, including marketing. Without a proper plan in place, an otherwise successful campaign can turn into a chaotic...
Sales forecasting templates for better sales predictions
Forget seeking out sales forecasts with 100% accuracy. In reality, the best forecasts are the ones that are based on reliable data. While there isn’t a magic...
Everything you need to know about automation software
The decision to invest in automation software for your business is a prudent one. There’s a reason the global automation industry is set to generate over $200 billion...
How to create a successful (and manageable) marketing plan
The right marketing plan can keep your team aligned, accountable, and productive. Sadly, you’d be surprised by the number of teams that neglect the planning process...
What’s a project management professional?
Two of the biggest issues plaguing the project management world are taking on too many projects and poorly trained project managers. The former requires adequate...
Fortify your operations with a communications plan template
In the age of digital enlightenment— when we’ve got more ways to engage than ever — why are we often tongue-tied? Especially in the business world, a simple...
A Guide to the Time Management Matrix
More likely than not you know someone who seems to have boundless energy and get more done in a week than you do all month— are they superhuman, or could it be a time...
Why is time management important? All you need to know
Time. We never seem to have enough of it. But why is time management so important to us? Well, we’re under increasing pressure at work. High workloads and too many...
What is a timeline chart? A simple definition with examples
As a kid, whenever I was on a long trip with my parents, I wouldn’t stop asking the annoying question, “Mom, are we there yet?” Not because I expected a positive...