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CRM and Sales
B2B sales process definition and best practices
CRM and Sales

B2B sales process: definition and best practices

The B2B sales process — it’s a maze, a labyrinth. You can easily get lost while trying to wrap your head around this dynamic cycle. To help, we’ve created a...

Hibathu Naseer | 8 min read

CRM and Sales
Creating an inbound marketing funnel that works
CRM and Sales

Creating an inbound marketing funnel that works

When marketing your business, it’s always ideal to have customers coming to you rather than spending time and resources seeking them out. Inbound marketing is a good...

Alicia Schneider | 7 min read

CRM and Sales
What is a MQL marketing qualified lead
CRM and Sales

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...

Rebecca Noori | 8 min read

CRM and Sales
Support crossteam communication with a collaborative CRM
CRM and Sales

Support cross-team communication with a collaborative...

Your organization has multiple customer-facing teams, the most crucial being sales, marketing, and customer service — and they typically all rely on a customer...

monday.com | 7 min read

Project management
Project assumptions What they are and why you should care
Project management

Project assumptions: What they are and why you should...

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...

monday.com | 7 min read

CRM and Sales
Considering a tech sales job? Here’s how to get started
CRM and Sales

Considering a tech sales job? Here’s how to get...

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...

John Bogna | 8 min read

CRM and Sales
What is a webbased CRM and why does it matter
CRM and Sales

What is a web-based CRM, and why does it matter?

Setting up an on-premise customer relationship management (CRM) system requires a significant investment of time, energy, and money because you need space for the...

Michelle Deery | 6 min read

CRM and Sales
Compliance projects What they are and when youll need them
CRM and Sales

Sales budgets: 7 steps for growth

Sales budgets are essential to business performance. They outline the total revenue figures a business aims to achieve in a certain period. Interestingly, despite the...

Kerry Leech | 9 min read

CRM and Sales
How to reach 750 paying customers in your first year
CRM and Sales

Why you should have a sales commission plan for your...

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...

John Bogna | 8 min read

CRM and Sales
CRM campaign features benefits and examples
CRM and Sales

CRM campaign features, benefits, and examples 

CRM systems gather essential information about leads and customers, allowing marketing teams to segment and target their audience in various campaigns, such as email and...

David Hartshorne | 7 min read

CRM and Sales
Customer churn common causes and how to reduce it
CRM and Sales

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...

Hibathu Naseer | 9 min read

CRM and Sales
CRM reporting A powerful tool to track sales performance
CRM and Sales

CRM reporting: A powerful tool to track sales...

CRM (Customer Relationship Management) reporting is integral to any business that wants to maintain a good customer relationship. It allows businesses to track customer...

monday.com | 13 min read

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

Building a culture of customer obsession

If you’ve ever found yourself uttering something along the lines of “I could never live without my iPhone,” or “life would be so much harder without Amazon...

Alicia Schneider | 8 min read

CRM and Sales
Is last touch attribution a useful sales metric
CRM and Sales

Is last touch attribution a useful sales metric?

It’s always interesting to wonder which advertisement or connection with your brand made the buyer choose your business. Sales teams specifically seek this information...

Rebecca Noori | 9 min read

CRM and Sales
5 top demand generation strategies with examples
CRM and Sales

5 top demand generation strategies with examples

Let’s start by addressing a common misconception. Demand generation is not about generating demand for the product or service you’re supplying. The demand is...

Rebecca Noori | 10 min read

CRM and Sales
Freshdesk vs Zendesk Which CRM best meets your companys needs
CRM and Sales

Freshdesk vs. Zendesk: Which CRM best meets your...

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...

monday.com | 8 min read

CRM and Sales
Pipedrive vs mondaycom an indepth CRM comparison
CRM and Sales

Pipedrive vs. monday.com: an in-depth CRM comparison

Choosing the right CRM for your company is one of the most crucial decisions you’ll make since the right platform can support your employees in best supporting your...

monday.com | 8 min read

CRM and Sales
What you need to know about CRM dashboards
CRM and Sales

What you need to know about CRM dashboards

Dynamic customer relationship management (CRM) systems are usually cloud-based alternatives to off-the-shelf legacy programs with limited capabilities and manual...

monday.com | 6 min read

CRM and Sales
Improve routine business with CRM operations tools
CRM and Sales

Improve routine business with CRM operations tools

Most companies struggle with the general relationship between their sales and marketing teams. Fostering this relationship means taking full advantage of the...

monday.com | 6 min read

CRM and Sales
CRM examples why you need it
CRM and Sales

CRM examples: why you need it

Customer relationship management (CRM) software is one of the most valuable tools your sales business can invest in. It streamlines operations, puts all the right data...

John Bogna | 7 min read

CRM and Sales
What is customer attrition and how do you minimize it
CRM and Sales

What is customer attrition and how do you minimize it?

Customers come and go — it’s just a fact of life. But keeping your customers happy and reducing your customer attrition rate is a surefire way to boost revenue and...

David Hartshorne | 8 min read

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