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...
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...