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

CRM Dashboard Customization: How to Add Multiple Sales Pipelines to Your Pipeline CRM Dashboards

A CRM dashboard that fits your sales process can make all the difference in tracking deals and boosting your sales team’s productivity. That’s why CRM dashboard customization is crucial—especially on Pipeline CRM, where you can design a dashboard tailored to your workflow and sales priorities. In this tutorial, we’ll show you step by step how… Continue reading CRM Dashboard Customization: How to Add Multiple Sales Pipelines to Your Pipeline CRM Dashboards

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 for contractors.   We’ll compare details like features, offerings, pricing, and support. By the end of this… 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

Monday CRM vs. Close CRM: Which CRM Solution is Better for Sales Teams?

When selecting CRM software, cost is frequently a key consideration. At first glance, Monday.com CRM may appear more budget-friendly than Close CRM. However, we’ll break this down to see if that’s actually the case. As your business expands and your sales needs become more sophisticated, additional sales CRM features become crucial.   In this CRM… Continue reading Monday CRM vs. Close CRM: Which CRM Solution is Better for Sales Teams?

CRM Reporting: How to Track and Analyze Sales Performance with Pipeline CRM

CRM reporting is one of the most valuable yet underused features in many sales teams’ CRM software. These sales reports go beyond showing whether sales goals are being met. They track and highlight areas that need improvement, reveal opportunities for growth, and even forecast how your sales pipeline may develop in the coming months.  … Continue reading CRM Reporting: How to Track and Analyze Sales Performance with Pipeline CRM

Top Sales KPIs Per Industry (Including Calculations)

Every industry faces unique sales challenges. Relying solely on generic sales KPIs, such as conversion rate and customer lifetime value (CLV), might obscure critical insights that can drive your business forward. This article dives into 12 industry-specific sales KPIs for construction, logistics and transportation, professional services, and real estate. Plus, we’ll show you how to… Continue reading Top Sales KPIs Per Industry (Including Calculations)

Email Marketing 101 for Sales Teams

According to Forbes, there are 4.48 billion email users worldwide. It’s no wonder that 81% of companies still use email as part of their marketing strategy. Despite what sales and marketing gurus share on YouTube, Instagram, and other channels, email remains one of the most powerful ways to grow and nurture your business.   We… Continue reading Email Marketing 101 for Sales Teams