How to choose the best appointment scheduling software

Discover six of the best appointment-scheduling software features, including integrations, availability management and self-service scheduling.

5 effective CRM models to boost customer experience

CRM models can help you refine your approach to customer relationship management. Learn about five of the most popular in our guide.

The SMB’s guide to balance sheets (in simple terms)

Balance sheets are easy to understand once you know the format and jargon. Learn how to read one and create your own in four easy steps.

RAID log: meaning, benefits, template and how-to guide

RAID logs help keep your projects on track. Learn how to create your own with a dedicated project management tool or a spreadsheet template.

Essential guide to creating a contingency plan

The essential guide to understanding and creating contingency plans

Learn how to create a business contingency plan in 6 steps to protect your organization from unexpected crises and ensure your operations’ rapid recovery.

RACI charts: definition, benefits and best practices (with a free template)

Discover how a RACI chart clarifies roles and responsibilities, enhances project efficiency and ensures accountability with our step-by-step guide and template.

The ultimate guide to creating an action plan template (with examples)

Struggling to plan your projects? Learn how to create an effective action plan template and discover how Pipedrive can streamline your project management needs.

Customer Complaints Response best practices

How to respond to customer complaints (with 6 templates)

Learn how to deal with customer issues, improve satisfaction and build loyalty with these customer complaints response templates and best practices.

How to create a robust business continuity plan (plus a free template)

Learn how to create a comprehensive business continuity plan (BCP) and keep your operations running smoothly during unexpected disruptions and emergencies.

Cash flow statements: how to track and manage your business finances

In this comprehensive guide, discover how to create and interpret cash flow statements to effectively assess your company’s financial health.

Sales mix: definition, formulas and how to calculate it

You can use sales mix as a tool to maximize profitability. Learn how to calculate, track and improve yours to hit your company’s revenue goals.

Sales pipeline template: Free download and in-depth guide

Use our free, customizable sales pipeline template to track sales deals, help forecast sales revenue, and manage sales team performance more efficiently.

Promotion announcement: Best practices and common mistakes

Promotion announcements inform employees about structure changes. Learn how to write these promotion announcement emails to celebrate change.

Winning the sales battle: How sales battle cards can help your team close more deals

Battle cards give your sales team the data they need when they need it. Learn how to create effective sales battle cards that help your team sell more.

Strategic account management: Definition, key skills and template

Build stronger relationships with strategic account management. Discover the key skills, best practices and download your action plan template today.

How to optimize your customer journey phases to boost revenue (with free template)

How you can identify five customer journey phases to optimize your sales and marketing touchpoints. Plus, a free customer journey template.