When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure you access the right resources to get the job done. When you...

Danielle Tawfik | 9 min read

When done correctly, customer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further...

Danielle Tawfik | 9 min read

Keeping track of your company’s sales performance is crucial. In fact, companies that track objectives in real-time are twice as likely to hit their targets than...

Danielle Tawfik | 11 min read

A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a way that draws investor interest or inspires excitement within a...

Rachel Hakoune | 10 min read

Learn why a CRM is a crucial tool for nonprofit organizations to understand/ manage their relationships with donors to drive real impact.

All of us at staging-mondaycomblog.kinsta.cloud | 9 min read

In the next several minutes, you’ll discover how a positioning statement can help boost customer engagement in the digital marketing space. You’ll also receive a...

Zoe Averbuch | 9 min read

Successful small business owners and marketing managers share a common understanding — you can’t reach your target customers if you don’t know who they are!...

Rachel Hakoune | 9 min read

Invoicing is one of the most important and often time-consuming parts of bookkeeping. But this process, as crucial as it is, also tends to be a source of...

Rebecca Wojno | 7 min read

Your client list is growing every day. Celebration time! Yet every name added to the list makes the organization more complicated. Hunting down a new client’s phone...

All of us at staging-mondaycomblog.kinsta.cloud | 7 min read

A simple Customer Relationship Management system or CRM may seem like the obvious choice to help manage core customer interaction processes, but a worthwhile tool is one...

Rachel Hakoune | 9 min read

staging-mondaycomblog.kinsta.cloud CRM features and workflows were built with the core of customer relationship management (CRM) in mind. However, our developers also...

Rachel Hakoune | 11 min read

According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this hinges on customer loyalty built by trust and confidence....

Rachel Hakoune | 13 min read

Sales prediction has been around for as long as people have been selling things. After all, it’s essential for planning — you don’t know how much to invest in...

Rachel Hakoune | 9 min read

A well-kept secret? CRM software —  extremely capable contact and communication management solutions — can be useful when applied in the context of your day-to-day...

Rachel Weaver | 7 min read

While mostly thought of as a 360-degree sales machine, CRM software is equally, if not more powerful, as a comprehensive marketing toolkit. The right CRM system can be...

Rachel Hakoune | 8 min read

The objective of a defined CRM process goes beyond making sales. Truly great CRM (customer relationship management) — the kind that turns strangers into loyal fans...

All of us at staging-mondaycomblog.kinsta.cloud | 8 min read

Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally prioritize solutions that are designed to not just work on...

Rachel Hakoune | 8 min read

Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making appointments, calling clients, managing claims, and more. But to take...

Rachel Hakoune | 10 min read

You can’t fit a square peg into a round hole. But when finance organizations try to adopt the same customer relationship management (CRM) tools as companies that sell...

Rachel Hakoune | 15 min read

Customer relationship management (CRM) is the backbone of a successful business, but it’s often hindered by manual CRM methods — like physical folders for every...

Rachel Hakoune | 9 min read

Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...

David Hartshorne | 10 min read