Data Management

As you scale, data management and security become much more important. We want to help you develop the accurate forecasting, real-time tracking and insightful reporting you need to make informed decisions on the future direction of your business.

Recurring Revenue

Recurring Revenue: How to Set Up a New Payment Model

If you’re looking to add a recurring revenue model to your business and want to sell it successfully, our guide can help. We cover everything you need to know about types of recurring revenue, its pros and cons, deciding if it’s right for you, and implementing it.

The Simple Way to Turn Your Reporting Data Into Actionable Results

The Simple Way to Turn Your Reporting Data Into Actionable Results

Data without insight is useless. We want to give you the practical advice you need to turn your sales reporting data into actionable results.

Sales metrics

Sales Metrics: What Are the Most Important Measurements and Why?

Every good salesperson knows that, although selling is about more than just metrics, the right data, used in the right way, always has a positive effect on performance and results. We asked some experts what sales metrics they think are the most important in the industry.

How Workflows and Fresh Data can Encourage Correct CRM Usage

How Workflows and Fresh Data can Encourage Correct CRM Usage

Clean up the customer and organization data in your CRM to create workflows, improve your sales processes and find more leads. You can find leads in the most unlikely places, including automatic email responses you receive. Find out how.

Four Ways to Turn Your CRM Data Into Better Business Decisions

Four Ways to Turn Your CRM Data Into Better Business Decisions

Data analysis might not be your sales team’s responsibility, but with the right tools you could find new ways to boost your sales performance.

Sales Dashboard

Sales Dashboard: How to Monitor Team Performance [+7 Free Excel Templates]

Learn how to motivate and lead your reps using these sales dashboard principles. Download our 7 free templates today.

Series Launch: How to Track, Forecast, Measure and Optimize Your Sales Performance

Series Launch: How to Track, Forecast, Measure and Optimize Your Sales Performance

Want to scale revenue growth? You need a repeatable process to optimize before you can scale and sustain success. This 8-chapter series will help you understand how to track, forecast, measure and optimize your sales performance and build that lasting long-term success.

GDPR & Email Tracking: What Sales and Marketing Pro’s Need to Know

GDPR & Email Tracking: What Sales and Marketing Pro’s Need to Know

Does GDPR spell the end of email tracking? It’s a confusing and complicated issue. We’ve used the expert insights of our GDPR expert, Martin Ojala, to explain everything you need to know about email tracking now that GDPR is live.

Guide to GDPR for USA and Other Non-EU Sales Teams

Guide to GDPR for USA and Other Non-EU Sales Teams

If you’re not based in Europe, you still need to understand your GDPR responsibilities. Even if you are not a European company - if any of your prospects or customers are residents of the European Union, you need to understand your GDPR responsibilities.

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