4 companies’ secret for improving time management:...
Zoom fatigue: We know it. We live it. We generally hate it. With more than a year of remote work (and the video calls that come with it), all of us are riding on an...
Improve your business processes with work management
The profitability of your business isn’t about your products or services. It’s about your business processes. The right processes can help you produce...
Boost your go-to-market strategy with a sales strategy...
Great products start with great ideas and even greater production. The most successful products lead to customer acquisition with an action plan, much like the one you...
Personal CRM: benefits and step-by-step guide
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...
Maximize your CRM in marketing efforts
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...
Try this online work calendar
For some people, the thought of organizing a work calendar is enough to make them run for the hills. Believe it or not, creating a work calendar can actually relieve the...
4 Practical risk mitigation strategies for your...
We’re no strangers to assessing risks; it’s part of our survival mechanisms. Limiting risk (also called risk mitigation) impacts whether a business survives...
Seamlessly manage a project with an action items...
There are dozens of cliches for starting a massive project or endeavor, and for good reason. Staring up at the project mountain can feel daunting from the bottom and...
This Gantt Chart Example Raises the Project Planning...
At work, reinventing the wheel isn’t always necessary and this also rings true with Gantt charts— it’s sometimes helpful to take inspiration from existing...
How to build your own CRM system with...
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...
How to use content briefs
Dive into what content briefs actually are and how to use them to scale effectively.
Construction project management software guide
What you need to know when choosing a construction project management program.
The Dynamic Role of an Event Coordinator in 2023
It’s not all shining lights, canapés, and red carpets—the role of an event coordinator is meaningful, dynamic, and challenging at times. Special occasion events...
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 prioritize solutions that are designed to not just work on...
Choosing the right life insurance CRM
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...
Finance CRM: a no-nonsense guide to software for the...
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...
9 Reasons to invest in an online CRM [and what to look...
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...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...
What is sales management?
The right sales management strategy empowers your sales force by setting goals and giving them the processes and support they need to achieve them. In this article,...
5 elements of PM software creative agencies need
According to Wellingtone’s 2020 Annual Report on the State of Project Management, less than 33% of organizations reported delivering projects on time. Moreover,...
What does CRM open source mean?
CRM — open source or not? There is a lot of buzz around these types of software and platforms — and there’s a good reason for it. You can enjoy a world of benefits...