Skip to main content Skip to footer

Explore more content

Hot off the press

barista-giving-coffee-loyal-customer
CRM and Sales

5 ways to build long-lasting customer loyalty

“Customer satisfaction is worthless. Customer loyalty is priceless,” said Jeffrey Gitomer, an author,...

8 min read

asana pricing charts purple background
Comparisons

Asana pricing guide for 2023

monday reviews is our latest blog series where we provide the facts about different project management...

 

All-in-one budget proposal template
Project management

All-in-one budget proposal template

Let’s face it — new business projects can require a lot of buy-in and resources. Persuading relevant...

9 min read

Easy to use CRM software for Macs
CRM and Sales

Easy to use CRM software for Macs

Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally...

8 min read

Free potluck sign up template for quicker meal planning
Task management

Free potluck sign up template for quicker meal planning

Potlucks spread the work of cooking for a large crowd among many hands and often increase the diversity of...

9 min read

lead nurturing
CRM and Sales

Lead nurturing: definition and examples

Lead nurturing should be a careful balance between building trust with potential customers, but not being too...

8 min read

BANT (budget, authority, need, timing)
CRM and Sales

BANT: What you need to know to generate qualified leads

One way to ensure your company is targeting the right people is by using the BANT sales methodology. This...

6 min read

Even our product updates have holiday spirit!
Product updates

Even our product updates have holiday spirit!

The holidays are upon us and instead of gifts, we’re going with a few great product updates. monday Docs...

2 min read

customer tracking
CRM and Sales

What is customer tracking? Our guide to tracking...

When companies track and analyze their customer’s data, it helps them identify possible opportunities and...

8 min read

Sales Qualified Lead (SQL)
CRM and Sales

Sales qualified leads (SQL) — what you need to know

Research shows sales reps need to average 8-10 meaningful conversations per day to fulfill their monthly...

7 min read

The header inage of this CRM glossary is a woman on computer performing various tasks.
CRM and Sales

CRM Glossary: all the CRM And sales terms you need to...

In order to best utilize your customer relationship management (CRM) software, there are a handful of terms...

 

What is a SaaS CRM, and do you need one?
CRM and Sales

What is a SaaS CRM, and do you need one?

Finding the right CRM for your company can be difficult, as each business has its own unique needs. The...

8 min read

raw leads
CRM and Sales

How to effectively manage raw leads and convert them

Raw leads are the new, unpolished leads you obtain — you’re not sure of their potential. It’s...

8 min read

Sales operations basics: what it means and tips for success
CRM and Sales

Sales operations basics: what it means and tips for...

“Sales operations” sounds like an overly general term, and it does encompass a lot. But it’s...

8 min read

b2b sales process
CRM and Sales

B2B sales process: definition and best practices

The B2B sales process — it’s a maze, a labyrinth. You can easily get lost while trying to wrap your...

8 min read

Project assumptions: What they are and why you should care
Project management

Project assumptions: What they are and why you should...

Project assumptions are part of every project management cycle. Project managers assume that they’ll have...

7 min read

web-based crm
CRM and Sales

What is a web-based CRM, and why does it matter?

Setting up an on-premise customer relationship management (CRM) system requires a significant investment of...

6 min read

Get started for free