CRM Glossary: all the CRM And sales terms you need to...
In order to best utilize your customer relationship management (CRM) software, there are a handful of terms you should be able to define and understand. Consider this...
Boost business efficiency with operational projects
With each new project, a challenge presents itself to the manager and his team: how to ensure that every step and operation is carried out smoothly and efficiently. Big...
Build a loyal fan base with a CRM for sports
Managing a sports team presents a few unique challenges primarily because each player — and the organization as a whole — is a public figure. As new players are...
Infrastructure project: the foundations for a better...
The progress of every community across the globe depends on the success of infrastructure projects. Whether in the private or public sector, precise planning and...
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...
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...
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...
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...
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...