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SMB sales playbook — tips, tools, and strategy to increase your wins

PandaDoc

A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. In 2026, SaaS spending by SMBs is projected to reach $291 billion , constituting 63% of total global spendings. What are SMB sales? Small businesses are companies with fewer than 100 employees.

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Why your CRM configuration is vital

Insightly

CRM configuration is an essential step in the process of implementing a customer relationship management (CRM) system for businesses. CRM systems serve as a critical tool for managing interactions and relationships with customers, helping businesses to maintain, grow, and improve their offerings. So why is CRM important?

CRM 52
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Why your CRM configuration is vital

Insightly

CRM configuration is an essential step in the process of implementing a customer relationship management (CRM) system for businesses. CRM systems serve as a critical tool for managing interactions and relationships with customers, helping businesses to maintain, grow, and improve their offerings. So why is CRM important?

CRM 52
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ERP vs. CRM: What’s the difference?

Zendesk

Looking for software solutions for your company can often feel like staring at a bowl of alphabet soup. You’ve likely seen terms like ERP and CRM floating around, but the specifics of each are as unclear as cloudy broth. Make no mistake, though—ERPs and CRMs are key for sales teams. What is a CRM? What is a CRM?

CRM 59
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A 5-minute guide to drip campaign marketing

Insightly

It’s projected that by 2026, there will be a staggering 4.73 The best email drip campaign software will allow you to add in all of these types of flows. The best drip campaign software is one that allows you to reach your customers at the right time, with targeted content. billion email users worldwide.

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The Benefits of AI Cold Calling [+Tips and Best Practices]

Hubspot Sales

Gartner predicts that, by 2026 , one in ten interactions originally handled by human agents will be automated through tech. ChatSpot Image Source ChatSpot is a conversational CRM bot that helps sales teams optimize the entire sales cycle, from prospecting to growing your accounts’ lifetime value. Pricing: Free.