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.

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.

Want to build a scalable, high-performance B2B sales team? Nail your sales workflow with this CRM best practice guide.

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.

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.

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.

It’s time for the showdown: CRM vs spreadsheet. Which one does your business really need?

A CRM spreadsheet can be a powerful tool for small businesses to get organized with their contacts and stay on top of their pipeline.