Run with me here—we’re starting with an exercise. 🏋🏻♀️ Write down all of the workflow apps you use—from your email provider to spreadsheets to your CRM or tech stack. Now, can you write down all the tools your project manager uses? How about 2-3 other colleagues? If you ran out of space on your first page, you… Read More »
B2C sales may be all about emotion-driven transactions, but if you sell B2B, you need a more rational, calculated approach—and your customer relationship management (CRM) system must reflect that. Roughly 55% of CRM software users are B2B sellers. The problem is that common CRM tools are often B2C-oriented and may not be a perfect fit for B2B needs, which include handling… Read More »
Imagine spending precious time collecting daily status reports from each team working on a project, compiling that data, creating reports, and sharing them with stakeholders. The whole process leaves no time for strategic tasks. With automation, however, a tool collects the data, compiles, and formats it, generates reports and real-time dashboards and sends notifications to… Read More »