The essential guide to marketing research

Marketing research examines consumer trends and behavior to improve marketing efforts. Learn how to use it to attract your target customers more effectively.

Creating a consulting proposal in 9 steps (with a free template)

Learn how to write a winning consulting proposal with our guide. Download a free template and apply proven strategies to convert more prospects.

Business proposal writing steps and template

How to write a business proposal (with templates)

Learn how to craft impactful business proposals with a step-by-step guide. Download free templates with proven strategies to engage clients and land more deals.

The essential guide to competitive analysis (including template)

Knowing your competitors is essential for staying ahead in a crowded market. Learn six steps for conducting an effective, low-cost competitive analysis.

How to write a mission statement: a guide for small business owners

Need to write a mission statement for your small business? Follow our step-by-step guide, see real examples and discover how to put your mission into practice.

How to create and read a profit and loss statement

A profit and loss statement helps you measure business health. Discover what to include in your statement and how to create one.

Sales: Must-read

A team leader’s guide to project management (with best practice tips and productivity-boosting skills)

The best U.S. cities for sales careers in 2022

The biggest stories from Pipedrive’s State of Sales and Marketing 2021/22

Sales pipeline management: The in-depth guide

How to get ahead with a competitive matrix

Analyze competitors to spot opportunities and threats. Learn how a competitive matrix makes analysis easier and start with a free template

How to write a software proposal that wins deals (free template)

Download our free software proposal template. Learn how to create compelling proposals that close deals and customize them for your specific industry

9 crucial components of a lean business plan: the SMB guide

Successful businesses define who they are and how they’ll make money early on. Learn the nine crucial components of a fast, flexible lean business plan.

5 effective CRM models to boost customer experience

CRM models can help you refine your approach to customer relationship management. Learn about five of the most popular in our guide.

The SMB’s guide to balance sheets (in simple terms)

Balance sheets are easy to understand once you know the format and jargon. Learn how to read one and create your own in four easy steps.

RAID log: meaning, benefits, template and how-to guide

RAID logs help keep your projects on track. Learn how to create your own with a dedicated project management tool or a spreadsheet template.

Essential guide to creating a contingency plan

The essential guide to understanding and creating contingency plans

Learn how to create a business contingency plan in 6 steps to protect your organization from unexpected crises and ensure your operations’ rapid recovery.

RACI charts: definition, benefits and best practices (with a free template)

Discover how a RACI chart clarifies roles and responsibilities, enhances project efficiency and ensures accountability with our step-by-step guide and template.

The ultimate guide to creating an action plan template (with examples)

Struggling to plan your projects? Learn how to create an effective action plan template and discover how Pipedrive can streamline your project management needs.