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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
CRM software 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...
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...
It’s the little things like Kanban actions and...
We spent a lot of 2022 focused on improving speed and other behind-the-scenes elements. But as we close out the year, we’re making a few more small but important...
HubSpot vs. Salesforce: Which is better for your...
HubSpot and Salesforce are both cloud-based customer relationship management (CRM) systems. They connect a variety of data sources in one place, so all of your employees...
Choosing the best CRM for hotels to optimize workflow
In your daily life, you juggle countless personal and business tasks. Perhaps you use a planner app or calendar on your phone. Or maybe even a dry-erase board, physical...