Decision-making can be excruciating, especially when your livelihood is on the line. Choosing the right CRM is no different, whether you’re looking for a comprehensive tool or a Salesforce alternative. So, how do you choose a technology that can impact your entire day today? Even the decision my husband and I face every weekend can…
Not-so-spoiler alert: I am fully on the AI train. And the more I learn about it, the more I’m convinced using AI in payments — and other processes — is a good thing. Recently, I sat down with Emanuel Darlea, an entrepreneur who dubs himself “the ChatGPT for clients,” to discuss how artificial intelligence is…
It’s no secret that sales reps spend a lot of time sending and responding to emails; research shows that up to three-quarters of sales reps’ time is spent on non-sales activities, including working in their inbox. For many professionals, Gmail is their email provider of choice, making a Gmail CRM a necessity to streamline productivity.…
Over the course of my career, I’ve seen AI go from a sci-fi pipe dream to a real tool that I use every day. But what is the impact of AI in B2B sales? Today, B2B salespeople are leveraging AI-powered tools to streamline processes, save time, and create a more personalized experience for prospects. In…
If you’re anything like me, business forecasting spreadsheets play too much of a role in your finances. I’ve got spreadsheets for almost everything, but there’s a better way. You can use AI in budgeting and forecasting, and it’s not as overwhelming as you think. However, there are some precautions you should take. I wanted to…
As a business owner I know there’s one thing that can make or break my business: cash flow. If you start a brick and mortar store with employees you may be aware of how crucial it is to know when cash is going in and out — but maybe less so if you run an…
Sales forecasting software has become an indispensable part of the professional sales toolkit. But let’s be real — the market is overwhelming. With dozens of options promising similar features, how do you know which tool will actually deliver value for your business? What features should you prioritize? And are those premium features worth the extra…
Forecasting can feel like a dark art — part science, part intuition, and a dash of hoping for the best. But as businesses face increasing pressure to predict everything from sales targets to inventory needs, relying on gut feelings just doesn’t cut it anymore. I’ve spent weeks talking to forecasting experts, sales leaders, and business…
I have taken my fair share of notes as a senior coordinator (and former assistant and coordinator). For most of my career thus far, I’ve taken notes in at least half of the meetings I’ve been in. At roughly one page of notes per meeting, 20 meetings a week for five years, that’s … a…
When Open AI’s ChatGPT first burst onto the scene in late 2022, as a writer, admittedly, I was a little nervous. All I kept hearing was how AI was going to take my job and how human writers would go the way of the dinosaur … yada yada yada. That put a sour taste in…