CRM Essentials

How to create a business plan

A business plan can be extremely useful for your company: here’s how to create one in the best possible way.

Corporate reporting: what it is and what it is used for

Business reporting is a key activity for improving performance: everything you need to know and how to make the most of it.

What are KPIs and how they are used in marketing strategies

The success of marketing campaigns is measured by the right KPIs. Here’s what they are, how to choose them, and how to use them for effective results.

How to create a buyer persona template

A buyer persona template can be very useful for structuring your marketing campaign. Here, we will see how to create an effective one.

Contact management: what it is and why it is very important

Optimized contact management can help improve sales if done well: everything you need to know in this article.

How to identify, define and reach target audiences

At the core of an effective marketing strategy is the concept of a target audience, which must be determined, analyzed and then reached.

Who are prospects, how to recognize them and why are they important

Who are the prospect customers, how they differ from leads and contacts, how to identify them: here is everything you need to know.

What is a sales funnel, how to create it and use it

One of the most important concepts in marketing is the sales funnel, but how can you use it for your own purposes?

User Journey: what it is and how to build one

The User Journey is a real path created for our customers: here’s everything you need to know about this topic.

What is upselling and how to use it

What is Upselling and how can it help you sell? In this article you will find everything you need to know for your strategy.

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