monday.com Blog - Page 76
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,...
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...
Agile burnup charts: Everything you need to know
Whether you’re managing sprints in Scrum or navigating complex projects, burnup charts offer valuable insights into efficiency, trends, and completion timelines. This...
Budget formula guide: essential calculations for smarter financial planning
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....
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...
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...
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...
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...
Pipedrive vs. monday CRM: An in-depth CRM comparison
A customer relationship management platform is critical for any company serious about driving sales and building connections, but which CRM is the right fit for your...
10 Best CRM for Hotels in 2026
Sleepless nights, poor hygiene, rude staff, and even bedbugs are some of the nasties that can derail a hotel stay. As 97% of people check hotel reviews before they book,...
What are warm leads and how to generate them
As a sales professional, you’re constantly looking to chase the right leads and make the most out of your efforts. Warm leads present an enticing opportunity — all...
Compliance project management: 7 steps to build a proactive system in 2026
Compliance deadlines pile up. Audit requests arrive with tight turnarounds. Your team scrambles to pull documentation from emails, spreadsheets, and shared drives. This...
Sales performance management: what it is and how to do it right
A good salesperson can sell hay to a farmer or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of experience and hard...