FreeAgent CRM Customer Data Integration

Customer Data Integration: How To Create A Single Customer View For Your Business In CRM

Businesses generate loads of customer data, but without proper integration, chaos reigns. Use this CRM integration guide to create a single customer view for your business.

How To Create A High-Impact Sales Playbook: A Guide For Sales Team Leaders

A sales playbook guides your team on the best practices to attract, retain, and grow your accounts. Here’s how sales leaders should approach this key exercise.
B2B sales prospecting — an illustrated guide

B2B Sales Prospecting: A Succinct Guide

Prospecting is an art and a science, and there are clear consequences to doing it wrong. Here’s a succinct guide to doing it right.

Sales Leaders: Are You Setting Realistic Sales Quotas?

Unrealistic sales quotas lead to demotivated reps, a poor customer experience, and potential legal liability. Here’s how sales leaders can set healthy, realistic quotas for their sales teams.

Using KPIs to evaluate business health

Businesses can use KPIs to assess their health. Just like the human body’s vital statistics, a business’s vital statistics are many and varied. Here’s how to diagnose them.

Project Management 101: Set Yourself Up For Success

Project management can mitigate stress, produce better outcomes, and make your life easier. Here’s how to create an effective game plan.

Must-have sales email templates to add to your toolkit

Sales email templates can help you maintain brand alignment, improve open rates, and close more deals.

34 Ways Sales Training Can Boost Your Bottom Line

Sales training is a game changer for teams looking to exceed quota. Learn all the ways a sales training program can improve team performance, boost revenue, and drive change.
Product Hunt Launch Cover

How To Launch Your Sales Tool On Product Hunt: An Illustrated Guide

Product Hunt helps you validate product demand, acquire new users, earn PR, and get early feedback. Here's how to ensure a successful launch.

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