Sales analytics
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Article
15 min read
8 ways to effectively manage your CRM data
With just a little forethought, your sales team and company can be smart data owners. Here's a list of 8 ways you can effectively manage your customer data.
Article
Customer data management: 8 best practices for CDM success
Customer data management is the practice of ethically collecting, securely storing, and seamlessly managing customer information. Read on for eight tips for CDM success.
Article
11 min read
How to increase sales: 8 data-driven strategies
Every sales manager wants their team to increase sales. Follow these tips to make it happen.
Article
9 min read
10 free sales forecast templates to project future revenue
An accurate sales forecast can help ensure you hit your numbers. Learn how to forecast sales with our free sales forecast templates so you can help your team track performance, make data-driven predictions, and achieve sales goals—quickly and easily.
Infographic
1 min read
The 5 step sales process road map (infographic)
Let's walk through the key steps in the sales process starting with how to create a roadmap, moving from prospecting to qualified leads and finally closing.
Article
9 min read
Build a watertight B2B sales funnel in 5 steps
A B2B sales funnel doesn’t just capture new business. It’s also your key to nurturing existing…
Article
9 min read
Build a watertight B2B sales funnel in 5 steps
A B2B sales funnel is key to nurturing existing customer relationships and improving the sales process. Discover 5 tips on how to create a sales funnel.
Article
6 min read
11 important sales pipeline metrics to track in 2023
Want to gain more leads, keep prospects moving through the sales funnel, and close more deals? Start by tracking these sales pipeline metrics.
Article
6 min read
How to build a sales pipeline (and why you should)
Learn how to build a sales pipeline to help you forecast better, close more deals, and fully leverage the knowledge your team has about the way your customers buy your product.
Article
3 min read
How a sales pipeline template sets sales teams up for success
The most successful sales teams are also the most organized. Get started with sales pipeline management with this free template.
Article
6 min read
6 pipeline reports that will help you optimize the sales funnel
Use these six main pipeline reports to gain insight into current pipeline performance and become a more successful sales team.
Article
9 min read
Must-have CRM dashboard elements for sales teams
The right CRM dashboard is essential in providing a visual overview of sales operations and highlighting if everything is on track or not. Dive into must-have elements for a CRM dashboard.
Article
11 min read
34 powerful CRM reports you should be using
CRM reporting provides valuable insights that can improve your sales process. But do you know which reports can provide answers to which sales questions?
Article
7 min read
4 steps for aligning sales and finance forecasts
Explore how communication and the proper sales tools can create a strong synergy between sales and finance, yielding increased visibility and accountability within your company's forecasts.
Article
7 min read
Overcome forecasting anxiety with a scientific sales forecasting model
Learn how to overcome forecasting anxiety by using a data-guided process: from giving your scoring strategy a tune-up to measuring across conversion points, these strategies will help you build a solid sales forecasting model.
Article
9 min read
What makes good sales data?
How do you determine whether or not the data you have is good? Here are the types and tenets of good sales data you need to make winning decisions.
Article
7 min read
Sales pipeline management: a 7-step plan
The basic idea of sales pipeline management is to estimate the upcoming sales you’re aiming to…
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