Best Sales Team Management Software for Remote Teams

Investing in tools and software solutions that support remote work and contribute to employee experience has become increasingly important.   Workplaces are becoming increasingly decentralized. Employees around the world favor remote work or a hybrid model that combines working from home and working from the office.   Although hybrid working has many benefits, it has… Continue reading Best Sales Team Management Software for Remote Teams

Close CRM Alternatives for Marketing Agencies

Close CRM is a popular solution for marketing agencies, but it might not fit your particular needs. If you’re searching for a CRM with features similar to Close CRM but more focused on financial and sales productivity, this CRM alternative blog can help.   From streamlined workflows to advanced analytics, these five Close CRM alternatives… Continue reading Close CRM Alternatives for Marketing Agencies

Using Kanban in Sales: History, Tips, and Examples

The use of Kanban in business has grown over time. Originally used for manufacturing processes, businesses continue to adopt it for various operational aspects, including streamlining sales workflows.   This blog will delve into the evolution of Kanban, explore how Kanban-based sales systems can boost team efficiency, and provide a practical example of implementing Kanban… Continue reading Using Kanban in Sales: History, Tips, and Examples

7 Common Field Sales Problems a Mobile CRM Can Fix

Close-up of businessman examining financial graphs on his smartphone while working on laptop at table

For field sales teams, a robust Mobile CRM app isn’t just a nice-to-have; it’s the backbone that supports their entire daily workload. Despite this clear importance, many businesses still primarily focus on the desktop version when selecting their CRM software.   Consequently, they often overlook the growing need for a powerful mobile CRM app for… Continue reading 7 Common Field Sales Problems a Mobile CRM Can Fix

Top Sales KPIs and Formulas That Matter for SMBs

KPI Effective and smart key performance indicators (KPIs) to measure and evaluate progress. Businessman holds wooden blocks with KPI icons. Specific, measurable, achievable, realistic, timely. Tracking performance, setting goals

In the fast-paced world of sales, gut feelings and intuition aren’t enough to drive success. The sales cycle is a critical component of any business’s sales process, and measuring its effectiveness often involves several key ratios and metrics.   This is where sales key performance indicators (KPIs) play a vital part. They are what thriving… Continue reading Top Sales KPIs and Formulas That Matter for SMBs

How to Customize CRM Dashboards for Multiple Sales Pipelines

Your CRM dashboard is the cornerstone of your sales operations. By seeing a consolidated view of all your sales activities, you can ensure that no deals slip through the cracks—which is crucial when managing multiple sales pipelines.   This CRM tutorial will guide you on how to customize your dashboard for multiple sales pipelines, giving… Continue reading How to Customize CRM Dashboards for Multiple Sales Pipelines

Best Practices for CRM Implementation in Construction

A recent study revealed that only 32% of general contractors use a customer relationship management (CRM) system for sales management, project management, or internal communication. That’s surprisingly low compared to other industries, such as real estate, with adoption rates as high as 72%. This article will explain why CRM tools are essential and how effective… Continue reading Best Practices for CRM Implementation in Construction

5 Route Planning and Optimization Software for Sales Teams to Close More Deals

While some customer relationships can be cultivated online, many salespeople still rely on in-person meetings to close deals. This face-to-face interaction demands careful planning, involving not only crafting persuasive sales pitches and proposals but also optimizing sales routes to maximize productivity.   A robust CRM tool with a built-in sales route planning feature can empower… Continue reading 5 Route Planning and Optimization Software for Sales Teams to Close More Deals

Pipedrive vs Salesforce for Construction: Which Sales CRM Should You Choose?

If you manage a construction company and are considering CRM options, you’re in luck. Today, we’re comparing two heavyweights: Pipedrive vs. Salesforce. We’re taking a closer look at two of the most popular CRM products on the market.   We’ll compare details like features, offerings, pricing, and support. By the end of this post, you… Continue reading Pipedrive vs Salesforce for Construction: Which Sales CRM Should You Choose?

6 Reasons You’re Losing Deals – And How Pipeline CRM Can Change That

Did you know that only two out of three salespeople follow up more than once? This is suboptimal, as statistics indicate that 60% of customers say ‘no’ four times before saying ‘yes’ to a pitch. This means that many potential deals might slip away due to insufficient attention or inadequate follow-ups.   That said, sales CRM analysis reveals… Continue reading 6 Reasons You’re Losing Deals – And How Pipeline CRM Can Change That