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...
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...
SWOT analysis project management: a strategic guide for enterprise teams
Even well-defined strategies can stall once delivery begins. Budgets are approved. Timelines look realistic. Stakeholders feel aligned. Then dependencies surface,...
Cross-selling vs upselling: Top tips and strategies
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 2026
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...
Optimize B2C sales workflows with a robust CRM
Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C...
Project collaboration: top tips to improve team performance [2026]
Strong project collaboration brings together different skills and perspectives to move work from early concept to final delivery. When teams coordinate well, progress...
CRM Glossary: all the CRM And sales terms you need to know
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...