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CRM and Sales
Tune into customer demands with an analytical CRM
CRM and Sales

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,...

monday.com | 8 min read

Project management
Make every project handoff a win
Project management

Make every project handoff a win

In a relay race, the baton passing between athletes needs to happen at a precise moment to keep the race moving. Effective planning, great communication, and trust...

monday.com | 8 min read

CRM and Sales
Sales tips for effective campaign management
CRM and Sales

Sales tips for effective campaign management

A successful sales campaign is important for driving profit, so understanding what makes a campaign prosperous is key. Besides having well-crafted products or services...

monday.com | 7 min read

CRM and Sales
Understand company finances with a sales in balance sheet
CRM and Sales

Understand company finances with a sales in balance...

When you start your own business or begin your accounting career, keeping track of your company’s assets, losses, and income can feel overwhelming. But doing so is...

monday.com | 6 min read

CRM and Sales
Optimize B2C sales workflows with a robustCRM
CRM and Sales

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...

monday.com | 7 min read

Project management
Project collaboration Sharing skills and insight
Project management

Project collaboration: Sharing skills and insight

Different people have different skills, and what makes teamwork interesting is combining those skills together. When developing new products, a wide range of skills is...

monday.com | 6 min read

Project management
The beginners guide to critical chain project management
Project management

The beginners guide to critical chain project...

A failed project usually boils down to a handful of things: Being late, over budget, and below specification and quality. And one major failure factor is resource issues...

Kerry Leech | 7 min read

Project management
How to improve process with cumulative flow diagrams
Project management

How to improve process with cumulative flow diagrams

We all want our projects to run smoothly and efficiently, but it can be tricky to get a handle on how things are really going. A cumulative flow diagram is a visual way...

Kerry Leech | 6 min read

CRM and Sales
Building a culture of customer obsession
CRM and Sales

How to create a foolproof customer acquisition strategy

Marketing is tough in this day-and-age. Teams have shrunk, budgets are strained, and every penny needs to deliver ROI. That’s why you need a foolproof approach to...

Kerry Leech | 8 min read

CRM and Sales
CRM Glossary all the CRM And sales terms you need to know
CRM and Sales

CRM Glossary: all the CRM And sales terms you need to...

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...

Danielle Tawfik | 10 min read

Project management
Boost business efficiency with operational projects
Project management

Boost business efficiency with operational projects

With each new project, a challenge presents itself to the manager and his team: how to ensure that every step and operation is carried out smoothly and efficiently. Big...

monday.com | 8 min read

CRM and Sales
Build a loyal fan base with a CRM for sports
CRM and Sales

Build a loyal fan base with a CRM for sports

Managing a sports team presents a few unique challenges primarily because each player — and the organization as a whole — is a public figure. As new players are...

monday.com | 7 min read

Project management
Infrastructure project the foundations for a better society
Project management

Infrastructure project: the foundations for a better...

The progress of every community across the globe depends on the success of infrastructure projects. Whether in the private or public sector, precise planning and...

monday.com | 7 min read

Project management
Project post implementation review PIR
Project management

Project post implementation review (PIR)

If you imagine the stages of a project, you’re likely to think of interested parties discussing an idea, managers planning each stage, and teams working diligently...

monday.com | 6 min read

Project management
Integration projects the fusion of business systems
Project management

Integration projects: the fusion of business systems

Managing an integration project is a little like conducting a great symphony. Intimate knowledge of every instrument, immaculate time management, and a beautifully...

monday.com | 7 min read

CRM and Sales
7 CRM best practices for every business
CRM and Sales

7 CRM best practices for every business

It comes as no surprise that providing effective customer service is crucial for all businesses — excellent customer service helps retain loyal customers, attract new...

monday.com | 7 min read

CRM and Sales
What is a lead source and why are they so valuable
CRM and Sales

What is a lead source and why are they so valuable?

A lead source informs you how potential customers found your business. It’s vital information that helps you understand more about your audience, where to find them,...

David Hartshorne | 8 min read

CRM and Sales
Why your sales team needs opportunity management
CRM and Sales

Why your sales team needs opportunity management

If you’re in sales, you know that one of your main goals is to turn leads into opportunities into deals won. Opportunity management is often the great divide between a...

Allie Kashkash | 7 min read

Project management
Why burn up charts are a ‘must-have’ for project deadlines
Project management

Why burn up charts are a ‘must-have’ for project...

Businesses that follow an agile scrum approach to project management will likely know this tool: the burn up chart. Like Gantts and Kanbans, burn up charts display...

Kerry Leech | 8 min read

Project management
An introduction to managing IT projects
Project management

An introduction to managing IT projects

The success of IT projects depends on effective project management. That said, surveys show that one out of four project managers claim that they don’t have the right...

Alicia Schneider | 7 min read

CRM and Sales
Defining the types of sales and careers within them
CRM and Sales

Defining the types of sales and careers within them

While most sales professionals have a basic understanding of the diversity of processes and roles within sales, it’s often not a widely-known concept. Understanding...

monday.com | 6 min read

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