The Close Sales Blog

NEW: Custom fields on Opportunities + how this gives you better pipeline visibility

NEW: Custom fields on Opportunities + how this gives you better pipeline visibility

Custom Fields on Opportunities are now live in Close. Learn how to use this new feature to improve pipeline visibility, track multi-product or multi-service sales, organize multiple offers, and report on the reasons behind lost deals. PLUS a step-by-step guide on how to set up Custom Fields.

Steli Efti · 8 min read

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Lead management: Using intent data to accelerate your sales pipeline

sales forecasting

Lead management: Using intent data to accelerate your sales pipeline

To keep driving sales results, you need to optimize your sales processes for better outcomes. Intent data can help you effectively manage leads and better fuel your pipeline.

How to set up a winning SaaS referral program to boost sales

How to set up a winning SaaS referral program to boost sales

While referral sales can happen organically, businesses can also foster and automate the process through a referral program. Learn step-by-step what it takes to create a winning SaaS referral program.

12 successful CRM implementation case studies to learn from

12 successful CRM implementation case studies to learn from

From these CRM implementation case studies, you’ll draw nuggets like how a marketing software company implemented a CRM smoothly into their own tech stack, how an enterprise company saves $250k with a new CRM, how a fast-growing startup found a CRM that could scale with them, and more.

20 B2B data providers for high-performance sales teams

20 B2B data providers for high-performance sales teams

Higher quality data = a more effective sales team. Learn about today’s top B2B data providers, including tools for larger teams like ZoomInfo and Clearbit, and tools for startups and SMBs, like VoilaNorbert, ReachHub, and UpLead. PLUS 5 steps to choose the right B2B database for your team.

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Sales Brief: Phone fears

Sales Brief: Phone fears

In this week's Sales Brief, we discuss building confidence with sales calls, the limitations of Hubspot's free CRM, email best practices for salespeople, and more.

How to fix a leaky sales funnel

How to fix a leaky sales funnel

Do you know that 79% of your leads will not convert? A leaky sales funnel is a huge stumbling block to increasing revenue and improving your bottom line. For this reason, every business must discover a way to reduce or stop leaks in their sales funnels.

Hubspot free CRM limitations: 6 facts you should know

Hubspot free CRM limitations: 6 facts you should know

What limitations of Hubspot's free CRM should you be aware of? This 2021 guide will help you find out why it might be a good (or bad) CRM choice for you.

11 ways to overcome sales call reluctance & build iron confidence

11 ways to overcome sales call reluctance & build iron confidence

Not only noobs suffer from sales call reluctance: even seasoned reps can get anxious before the next dial. Overcome your fear of dialing up prospects today.