Struggling to keep track of email campaigns and customer interactions? Discover how CRM email integration can streamline communication, automate follow-ups, and boost engagement, all in one place

A sales pipeline template is an organized visual way to track each stage of your sales process, from prospect to paying customer. Creating and revisiting a sales pipeline template can help you boost sales. Read more to find out how!

One of the most important issues in sales management is the measurement of sales performance. But how to know which metrics to pay attention to, and how frequently? Read on to learn more.

By improving lead management, companies can achieve a higher lead conversion rate, which will result in higher sales. Follow the lead management stages below for a better understanding of the lead management process flow.

What’s the best way to manage our customer relationships and reach our goals? Relationships thrive on mutual knowledge and understanding and that's where a sales oriented CRM comes into play.

Sales performance metrics are a measure of your business activities. You can track performance over a given time period, and see clearly whether you are meeting your daily, weekly, monthly, and yearly goals. When used correctly, they can be the most essential tool in your business ‘tool kit’. Read more to find out which are the most important performance metrics your sales team needs to follow.

This article lists 5 great tips that will help you improve your sales funnel, no matter which industry you’re in. We decided to focus on those most common issues that can pop up anywhere. If you want even more useful tips and industry specific solutions, be sure to check out some of our other articles such as: How to Create a Sales Process for your SaaS Startup and How to Sell your Product: Top Tips for Success, or check out other posts on our Blog.

In the fast-paced world of real estate, agents are constantly juggling a multitude of tasks while striving to stay ahead of the competition. The ideal way to simplify dealing with large amounts of business information is with real estate CRM software.

Though it’s simple to see why a CRM is good for your business, it’s harder to know which one is the best, and which features your business needs. In this article, we will cover why a cloud-based CRM is almost always the best option.