Inside the MEDDIC sales qualification process: My step-by-step approach for B2B reps

There are several different approaches and frameworks used in the sales qualification process. Given the various…

The art of asking open-ended questions

I still remember the worst discovery call of my career. I was twenty minutes into what…

Drip campaigns in CRM: Setup and best practices

A CRM with drip campaign capabilities automates personalized email sequences based on real contact data, deal…

CRM tools with automation: Our top picks for 2025

Customer relationship management (CRM) is the backbone of every sales and marketing operation — but without…

How to end a sales email: Closing statements & tips from a quota-carrying salesperson

As a B2B salesperson for companies like IBM and Open Text, I’ve had to work hard…

Creating an effective business development plan from concept to execution

I distinctly remember a meeting when our sales and marketing teams brainstormed how to grow the…

5 best AI CRMs for real estate agents: The 2026 roundup

Real estate professionals work with a diverse range of clients, property types, price points, and locations…

My 8 favorite invoice & billing software solutions for small businesses

For the longest time, I was on the fence about creating manual invoices versus using invoice…

How purchase orders streamline your business — what to know and how to get started

Purchase order numbers. I wonder how many invoices I’ve added PO numbers to in my years…

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