Sales and Productivity

Introducing the new performance dashboard

Product News

Introducing the new performance dashboard

The new performance dashboard introduces powerful visibility and a flexible layout to meet anyone’s sales tracking needs; available on all plans.

Caroline Chromik

Caroline Chromik

July 1, 2019

Must-have CRM dashboard elements for sales teams

Sales and Productivity

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.

Josh Bean

Josh Bean

April 12, 2019

34 powerful CRM reports you should be using

Sales and Productivity

34 powerful CRM reports you should be using

Your CRM allows you to spend time analyzing reports, rather than creating them. CRM reporting provides valuable insights that can improve your sales process. But do you know which reports can provide answers to which sales questions?

Josh Bean

Josh Bean

April 11, 2019

5 ways to increase sales productivity

Quick Tips

5 ways to increase sales productivity

Do you know how productive your sales team actually is? Take our quiz and discover ways to improve your sales productivity process!

Josh Bean

Josh Bean

March 12, 2019

Introduction to sales forecasting in 2019

Sales and Productivity

Introduction to sales forecasting in 2019

Accurate sales forecasting is essential to future growth and revenue. Check out our five sales forecasting strategies and how you can use each one.

Josh Bean

Josh Bean

February 14, 2019

5 Critical Factors to Consider When Choosing A Small Business CRM

How To

5 Critical Factors to Consider When Choosing A Small Business CRM

Choosing the right CRM for your small business can be a very daunting and confusing task. Many CRM initiatives fail because companies fail to recognize a simple truth - any CRM investment will go down the drain if your team members do not use it. Here are 5 critical factors to consider when purchasing a CRM.

Uzi Shmilovici

Uzi Shmilovici

May 7, 2018

How to Align Sales and Marketing with Science

Sales and Productivity

How to Align Sales and Marketing with Science

Sales and marketing are essentially two sides of the same coin. Without marketing, sales would lack leads to sell to and content to nurture and convert them.

Rachel Serpa

Rachel Serpa

July 14, 2016

How To Build A Metric Driven Sales Team

Sales and Productivity

How To Build A Metric Driven Sales Team

Ask anyone who's had a hand in building a sales team from the ground up and they will be the first to tell you that it's no small feat.

Josh Bean

Josh Bean

December 17, 2015

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