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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

CRM and Sales
Build stronger reader relationships with a CRM for publishers
CRM and Sales

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,...

monday.com | 6 min read

CRM and Sales
Scale your direct sales business
CRM and Sales

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...

monday.com | 7 min read

Productivity
The best budget formulas for keeping project finances on point
Productivity

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...

monday.com | 7 min read

CRM and Sales
The best CRM for construction businesses
CRM and Sales

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...

monday.com | 6 min read

CRM and Sales
The best cheap CRM software
CRM and Sales

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....

monday.com | 7 min read

CRM and Sales
How to create a customer journey map
CRM and Sales

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...

Rebecca Noori | 9 min read

CRM and Sales
A guide to sales territory management
CRM and Sales

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...

Alicia Schneider | 7 min read

CRM and Sales
What is a SaaS CRM and do you need one
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
printed out sales report template
CRM and Sales

Winning formula to managing sales orders (hint:...

In any business, managing sales orders and payments is possibly THE most important work stream. The obvious reasons being for cash flow. But it’s also key for...

Kerry Leech | 7 min read

CRM and Sales
What is CPQ Configure Price Quote
CRM and Sales

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...

David Hartshorne | 8 min read

CRM and Sales
How to effectively manage raw leads and convert them
CRM and Sales

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....

Hibathu Naseer | 8 min read

CRM and Sales
Sales operations basics what it means and tips for success
CRM and Sales

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...

John Bogna | 8 min read

CRM and Sales
What is customer engagement and why is it important
CRM and 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...

David Hartshorne | 9 min read

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