CRM & Sales
Startup Success: Selecting the CRM for your Team
In startups, effective sales management is paramount to success. The right Customer Relationship Management solutions can be the cornerstone of their sales strategy.
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Small Business
Calendly Alternative: Scheduling with Onpipeline
Scheduling appointments can be a frustrating ballet of back-and-forth emails and phone calls. You juggle multiple calendars, play detective to find a mutually agreeable time,
CRM & Sales
The Importance of Team Based Quote Management
One critical aspect in business transactions is the management of quotes and relying on traditional methods can lead to inefficiencies and missed opportunities. This is
Marketing
Prospecting and closing deals in an oversaturated market
Prospecting has become complex. With so many marketing channels, it’s hard for businesses to stand out, prospects become apathetic and outreach efforts become ineffective. Moreover,
CRM & Sales
Sales Pipeline Template: Spreadsheet vs. CRM
Many businesses must choose between spreadsheets or dedicated Customer Relationship Management software. Having a well-organized sales pipeline is essential for success.
Marketing
How to Become a Successful (Small) Business Owner
A business owner is someone who founded and runs a business. They oversee its operations and make key decisions. The duties of a business owner
CRM & Sales
Account-Based Sales: The Ultimate Beginner’s Guide
This guide will teach you the basics of account-based sales (ABS), a strategic method in B2B sales. It focuses on targeting high-value accounts rather than
CRM & Sales
What is ACV? ACV vs. ARR
Understanding financial metrics is fundamental. Two important metrics are ACV (Annual Contract Value) and ARR (Annual Recurring Revenue).
CRM & Sales
What is an Account Manager? Skills and role in CRM
An Account Manager builds relationships between a company and its customers. They are the main contact person for customers and they make sure the company
CRM & Sales
Sales Forecasting methods for accurate sales predictions
Sales forecasting is like a map for your business. It’s like when you plan your route for a trip. You use a map to figure
CRM & Sales
What is BANT and why it is important in CRM & Sales
BANT is a framework used for lead qualification. Businesses and sales teams use it to assess if a lead or prospect is ready to buy.
CRM & Sales
How to make Cross-Selling and Upselling work
Cross-selling and upselling are powerful techniques in the world of sales and marketing. They offer businesses the opportunity to increase revenue by encouraging customers to