How to build a CRM in Excel
Learn how to build a CRM in Excel, and use our free downloadable Excel CRM template to make it happen in minutes. We break down a simple 4-step process to start keeping track of your leads, including some key tips to effectively using Excel as your CRM lead tracking system.
9 min read
Introducing Call Coaching: Seamlessly coach your team to more deals won
We’re excited to announce the release of Call Coaching in Close, giving sales managers the ability to listen, whisper, or barge sales calls that are in progress. With Call Coaching, sales training and call collaboration are now easier and more accessible than ever before.
8 min read
CRM best practices: Your implementation strategy for 2021 and beyond
Want to build a scalable, high-performance B2B sales team? Nail your sales workflow with this CRM best practice guide.
6 min read
Using snippets to simplify sales communications
Increasing efficiency in sales communications can free up sales professionals time to do more and make more money. Using templated snippets in parallel with your CRM is a good way to ensure all sales communications are accurate and simple.
5 min read
How to perform a CRM audit at the end of every year (8 precise steps included)
The idea of a CRM audit typically evokes dread—but if you know how to go about it, you get maximum impact on revenue with minimal frustration.
7 min read
Why your CRM is the secret weapon you need to keep coaching your sales team remotely
How are you supposed to know what’s happening with your remote sales team so you can coach them in the right direction? You already have a secret weapon in your sales arsenal that can help you. It’s your CRM.
10 min read
CRM vs spreadsheet: 11 signs it's time to migrate from spreadsheets to a CRM
It’s time for the showdown: CRM vs spreadsheet. Which one does your business really need?
8 min read