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...
The nuts and bolts of creating customer value
Think of a time you bought something you wanted. Whether it was a shirt, the latest phone, or a book. What value did that item have? “Value” means a lot more than an...
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...
Project closeout survival guide: terms, tips, &...
While most of the glitz and glam of the project management lifecycle is credited to project initiation, planning, execution and monitoring, project closeout is not to be...
Business projects: Types, tips, and templates
Out top tips to help you easily manage business projects.
Compliance projects: What they are and when you’ll...
Compliance projects needn’t bring on cold sweats.
What is sales performance management?
A good salesperson can sell ice in a snowstorm, hay to a farmer, or sand at the beach. But good salespeople aren’t born overnight. They’re built up through years of...
Customer retention explained
You’ve successfully closed deals and hit your sales quota. Now what? Your first thought may be to repeat the process and bring in new sales again. But there’s...
What is sales velocity and why is it important?
Read this guide on sales velocity so you can use this tool to increase profits and improve efficiency.
What is a sales invoice [benefits & how to]
Find out how monday.com can automate your sales invoice workflow to prevent lost profits and human errors.
Why you should care about sales metrics
You can’t measure what you don’t track. Start tracking your sales metrics and setting more focused goals.
The 360 degree customer view and its role in CRM
Data is multiplying like never before. Harness its power with a 360 degree customer view.
4 steps for creating a risk breakdown structure
No risk, no reward. Most projects in business involve a degree of risk, but we’re always hopeful it’s worth the payoff. Sometimes though, when risks evolve into...
Change freeze: pros, risks, and project management tips
Constantly fighting to hit multiple deadlines and KPIs is standard in project management. But, luckily, there are a few hacks that come in handy, making some processes a...
Expand your customer base with sales prospecting
The average American sees 4,000 to 10,000 ads every day. That’s a lot of noise and competition for sales pros to cut through to convert leads into paying...
What is a sales quota and how can you effectively set...
Salespeople thrive on incentives — it’s what drives them to succeed. They want to achieve their latest sales quota and earn a substantial commission. But how do...
What are hot leads in sales?
What are hot leads? How do they differ from cold and warm leads? How can you track them in your CRM pipeline?
What is target account selling (TAS)?
Learn how to use target account selling (tas) to bring highly qualified leads.
How to use social selling to improve your B2B sales
The more contact you have with your customers, the better your relationship with them will be. And, the better the relationship with your customers is, the more likely...
Why sales enablement is critical for sales teams
Sales enablement processes bring together your sales teams with the right tools and information in order to identify opportunities and close deals. The process...