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...
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...
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...
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...
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...
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...
Build stronger reader relationships with a CRM for...
Working in the publishing industry means juggling countless moving parts and meeting critical deadlines while catering to your readers’ unique tastes. After all,...
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 best budget formulas for keeping project finances...
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 businesses
Construction companies face unique challenges regarding communication and documentation, which can sometimes be challenging because of workforce disbursement. Often, key...
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....
How to create a customer journey map
Modern-day consumers are a fickle bunch. Before committing to a purchase, we go through 56 different touch points and are prone to popping items in our shopping cart...
A guide to sales territory management
There’s a lot that goes into successful sales operations. You need to establish a specific sales pipeline, capture new leads and nurture them through the pipeline, and...
What is a SaaS CRM, and do you need one?
Finding the right CRM for your company can be difficult, as each business has its own unique needs. The software-as-a-service (SaaS) industry is no exception. SaaS...
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...
How to effectively manage raw leads and convert them
Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s your job to filter the list and identify the valuable ones....
Sales operations basics: what it means and tips for...
“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s more than the day-to-day goings-on of a sales team — sales...
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...
Getting started with conversion rate optimization
You may have mastered getting traffic to your site, but what good is that traffic if visitors aren’t converting? Depending on who you ask, you’ll probably get a...
How AI for sales boosts efficiency and performance
Recent research by Gartner found that 88% of Chief Sales Officers (CSOs) have invested or are considering investing in AI. But make no mistake, “the rise of the...