Unlock the potential of customer feedback analysis

How to unlock business insights through customer data analysis

Kick off 2023 with muted notifications and RTL text!

How to use email segmentation to improve email marketing ROI

Email open rate: Definition, formula and tracking tips

Increasing the sense of connectedness on your team

Boost Your Revenue with Sales Analysis: Techniques and Tools Explained

Maximizing Productivity with Task Manager for Mac: A Comprehensive Guide

BANT: What You Need to Know to Generate Qualified Leads

Lead nurturing: definition and examples


How a customizable CRM can benefit your business and projects

Support cross-team communication with a collaborative CRM

Considering a tech sales job? Here’s how to get started

Top 10 CRM: The top CRM ‘must-haves’ for 2023

Sales budgets: 7 steps to growth busting sales

Why you should have a sales commission plan for your team

Building a culture of customer obsession

CRM campaign features, benefits, and examples 

Why is demand generation key for sales teams?

The pros and cons of last touch attribution

CRM Software Examples: Why You Need This Powerful Tool

What is customer attrition and how do you minimize it?

HubSpot vs. Salesforce

Choosing the best CRM for hotels to optimize workflow

The nuts and bolts of creating customer value

What are warm leads and how to generate them

Business projects: Types, tips, and templates

Compliance projects: What they are and when you’ll need them

What is sales velocity and why is it important?

How to create an effective project schedule in 6 easy steps

Building a 360 degree customer view and its role in CRM

Change freeze: Benefits, risks, and tips for project management

What is a sales quota and how can you effectively set one?

What are hot leads in sales?

What is target account selling (tas)?

How to Use Social Selling to Improve your B2B Sales

What is sales enablement and why is it critical for sales teams?

7 Automated Email Sequences To Power Your CRM

5 Ways to Build Long-lasting Customer Loyalty

Scoring rules: How to win more sales by rating your leads

What’s a sales process flowchart, and why do you need one?

Schedule and plan more effectively with arrow diagrams

3 best templates to manage your company resources

Vendor management and its role in project management

Project management glossary

Everything you need to know about mission-critical projects

Agile Budgeting for Successful Project Management

Gold plating: what it is and how to avoid it

Conflict management: how to use it to improve teamwork

Situational leadership: How flexible leaders benefit teams

The Delphi technique explained

How to use an iterative process for projects

6 tips for developing a creative strategy

How to hire the right team to close more deals

Free positioning statement template to identify your niche

Use a free positioning statement template to carve out a niche for your brand in the eyes of consumers. Get a free template now.

A free corrective action plan template

A corrective action plan is a document for recording actions taken to correct a situation or behavior. has created a free template just for you.

Autofill form suggestions, Kanban enhancements, and more exciting updates!

February's updates are here! Check out all the new surprises's developers have in store for you this month and let us know what you think.

Easy-to-use receipt templates for businesses

A receipt template makes it easy to issue receipts to your customers. Supercharge your invoicing system with's customizable receipt template.

Employment verification letter (with example templates)

Save time writing your own employee verification letter with our fully-customizable template from the team at

Free business plan templates and examples for your startup

Start your next business venture with's free business plan template, which can help you write a professional business plan.

Top Excel accounting template for bookkeeping

Read this guide from to find out about the top Excel accounting templates and how a Work OS can supercharge your accounting function.

Ultimate budget template for Google Sheets

Explore various budget templates for Google Sheets and other platforms, and learn how to use them to manage your budget more efficiently.

Ultimate pro forma template for Excel

Take control of your company's finances with this pro forma Excel template from the team at

Use a self-assessment template to engage your workforce

Learn more about how you can boost worker performance by using the self-assessment template

Customizable meeting agenda templates

Take back control and start having productive meetings with this meeting agenda template from's team

The ultimate project management template [2022]

Learn the basics of project management and get a streamlined project management template so you can knock your next project out of the park.

Professional references template for your job application

Download customizable references template, document that helps you organize your reference sheet in a structured, logical way.

Free employee review template and tips

Use an employee review template to document your performance evaluations and help you assess people better. Here’s the only template you'll need.

Easy-to-use time sheet templates to track your staff

Transform the way your team works with a time sheet template that sheds light on where your time really goes — and how to fix those time leaks.

What is a week schedule template, and why is it important?

Find out how a week schedule template can help you plan, manage, and execute your weekly tasks to deliver successful projects on time.

Need a high-converting sign-up sheet template? Look no further

Discover how sign-up sheets can help generate more leads and close more sales. Download our free sign-up sheet template and start generating more leads today.
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