CRM & Sales

Sales Blog for CRM users and sales professionals about sales strategies, lead management, and more. Browse our amazing topics!

How Frank manages his team

Team of 5 people in the main office and 3 in a branch in Spain, as well as 4 people who carry out complementary activities. 12 in total.

5 Ways to Prevent a Data Breach

In a digitalized world where the flow of information is constant, effective online data management is crucial to protect sensitive information from falling into the wrong hands.

Moving a deal across departments

One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different

Workflows and Pipeline usage

What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents

Integrate your site with the CRM

No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up