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...
How to nail your cost breakdown structure
A good cost breakdown structure is a fundamental element of project management.
7 automated email sequences to power your CRM
Use these automated email sequences to nurture, engage, and convert leads into paying customers
5 ways to build long-lasting customer loyalty
“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author, lecturer, and business trainer on sales and customer loyalty....
Scoring rules: How to win more sales by rating your...
See how assigning behavior points during the buyer journey, through scoring rules, drives results.
The reason you need a sales process flowchart
Sales process flowcharts can get your team working more efficiently. Learn how to make one.
The future of CRM: Key trends to know
CRM platforms boost any industry, but not all CRMs can meet current and future needs.
Sales methodology: How to deliver better sales results
With the right sales methodology, you can generate ROI, set best practices, and improve sales performance.
What is CRM automation? [benefits and how to]
CRM automation provides a time-saving solution that teams will love.
Top 6 sales tips to supercharge your sales team
Take a look at our top six tips to step up your sales game and close more deals.
Communication projects: 4 ways to bring them to life
The right technology can make or break your communication projects.
What is lead conversion and why is it important?
Tracking lead conversion can help you build a better budget and streamline operations
What is sales closing, and why is it important?
The universal goal for salespeople is quite simple: to close a deal. Closing a sale is often accompanied by a buzz of excitement, added commission, and most...
Small but mighty improvements we made to charts!
Check out this month's most exciting product updates, including lots of chart improvements and more!
Using escalation process templates to boost customer...
Sometimes, an issue arises in the workplace that requires a higher level of assistance. By using an escalation process template, your team members can take the right...