Sales

Article
1 min read

CRM Buyers Kit: Everything you need to know when buying Sales CRM

With more than 350 Sales CRMs on the market, choosing the right sales solution for your…

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

The sales, marketing, & support alignment handbook

It’s no secret that many businesses have fractured relationships between sales, marketing, and support departments. With…

Introducing the world’s most complete CX solution for the AI era

Article
7 min read

What Shark Tank's Talbott Teas can teach us about selling

While the average Shark Tank viewer may watch for entertainment value, the hit ABC show also provides an education on how to successfully sell your product to high-profile prospects.

Article
15 min read

What is a sales pipeline? Definition, stages, and management

A healthy sales pipeline is critical to boosting sales and building strong customer relationships. Dive into the sales pipeline and how to use it effectively.

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.

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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
11 min read

Sales lessons from the 9 most successful Shark Tank deals

While many people watch the popular show Shark Tank for entertainment, it actually offers valuable sales lessons on how to successfully sell your product or service.

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Article
11 min read

Hiring a salesperson in 10 steps: Interview best practices, questions & examples

Making the wrong hire is costly. Here's how to ensure you get the right candidate.

Article
9 min read

Build a sales management process that works in 4 steps

Creating an effective sales management process is essential for new and experienced sales managers alike. Here are four steps to build a sales management process.

Article
7 min read

Hiring a sales rep: how to efficiently screen resumes and cover letters

Here's how to evaluate a stack of candidates easily and efficiently.

Article
8 min read

How to determine your CRM requirements (free template included)

Selecting the right CRM can be tricky. Learn how to first determine your CRM requirements and find a CRM that meets your business needs.

Article
8 min read

Building a CRM? Read these 5 critical considerations first

A CRM is too essential to your business to risk failure. If you’re on the fence about whether to buy or build a CRM solution, consider these factors first.