#how to use crm

40 articles

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  CRM reporting: The beginner’s guide for sales managers

  When going into CRM reporting for the first time in your sales career, it can feel like stepping into a sea of data. If […]
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  12 Best Ways To Use ChatGPT in Sales (prompts inside) [2025]

  Intro Sales has always been a high-pressure game. I know from experience it can feel incredibly motivating if you’re hitting your targets, but also […]
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  The Ultimate Guide to Discovery Calls That Close Prospects

  A great product doesn’t sell itself. How you engage and qualify leads is equally important. A discovery call is your chance to really dig […]
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  How to Audit and Optimize Your B2B Sales Process [Free Template]

  Intro You’re putting in the work. The team is making calls, sending emails, following the playbook, and yet, the numbers aren’t moving the way […]
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  8 B2B Sales Automations You Can Implement Today

  Sales reps, like everyone else, only have so many hours in a day – and they’re under constant pressure to deliver results. The real […]
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  How to Create a Sales Performance Improvement Plan in 7 Steps [+FREE TEMPLATE]

  Performance Improvement Plans (PIPs) are often seen as a last resort – but they don’t necessarily have to. When done right, they’re not about […]
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  What is a Sales Process Flowchart? Sales Process Flowchart explained (with Examples)

  What is a sales process flowchart? Sales processes can often be complex and sophisticated, with numerous steps and conditions that differ actions for various […]
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  • general

  7 most widely used sales reports (with free downloadable templates)

  Trying to improve something without data is like walking in a forest without a compass. You can easily get lost, and it’s hard to […]
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  Sales methodology vs sales process – how they influence each other and how to build them effectively

  Sales success isn’t just about hitting targets. It’s about having a repeatable, structured approach that actually works. But let’s be honest: no two sales […]
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  • sales methodology

  The MEDDICC sales methodology and how to implement it

  MEDDICC is a methodology commonly used by enterprise sales organizations to help improve the efficiency and predictability of the sales process. MEDDICC was originally […]
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  What is BANT sales methodology, and how can I use it?

  Chasing unqualified leads is one of the biggest time drains in sales. You spend weeks nurturing a prospect only to realize they don’t have […]
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  Sales Win Rate: What It Is, How to Calculate It, and What’s Considered a Good Win Rate?

  Intro You know what they say – sales is the lifeblood of every organization. Without sales, businesses simply don’t survive, which is why it’s […]
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  Closing Deals: 7 Proven Ways to Close B2B Deals Faster (Even in a Tough Market)

  What’s keeping your sales team from closing deals faster? If you’re like 67% of B2B sales reps currently struggling with hitting their targets on […]
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  8 best sales management software (with user opinions)

  When you type “sales management software” into G2, you get a list of 802 tools. Calling the choice wide would be a slight understatement. […]
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  Choosing a CRM – 10 common mistakes and how to steer clear of them

  If you can measure a process, you can improve it – that’s the power of a CRM. The key is to pick the right […]
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  Meeting Notes on Autopilot with tl;dv & Livespace Integration

  In sales, every moment spent on administrative tasks is time away from building customer relationships and closing deals. The constant juggle between engaging with […]
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  • business development

  Guide to Sales Metrics: 14 Examples

  If you’re leading a sales team, you probably know the importance of tracking the performance of all its members. Surprisingly, many businesses have zero or limited means to actually measure how productive their sales teams are. Unfortunately, if you can’t measure it—you can’t optimise it. And this truly affects the effectiveness of your sales process in the long run.
• Livespace Sp. z o.o.

  2024 Year in review: A year of growth at Livespace

  As we approach the end of 2024, we’re taking a moment to reflect on a transformative year at Livespace CRM. This year has been […]
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  • sales process

  Sales process guide for sales managers

  Do you have control over how your sales team sells? Or how the way you sell influences the win rate? Sales processes give you […]
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  Automation People Partners with Livespace

  Automation People, Germany’s leading ActiveCampaign partner, has announced a strategic partnership with Livespace CRM, marking a significant expansion of their customer relationship management offerings. […]
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  • for sales leaders

  Know Your Benchmark: B2B Sales Benchmarks Report for 17 Industries

  What sales metrics do you measure? And, most importantly, how do you know if you’ve got good or poor results? We’re here to help […]
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  What is the Role of a CRM System in Your Sales Cycle?

  The sales cycle is a process your company goes through when dealing with a customer. It includes all activities related to closing the sale. Different companies include different steps and activities in their sales cycle, depending on how they define it.
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  Sales Methodology Overview

  Looking for tried and tested approaches to selling? We’ve got you covered with our sales methodology overview. We wanted to check which one is […]
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  • tips

  Boost Your Sales Game: 16 Good Sales Podcasts

  Podcasts make a vast resource of golden nuggets. In our list, we gathered shows that will help you push your career forward: optimize your […]
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  What is CRM? Everything you need to know

  A CRM system is a key tool for modern sales teams. But what exactly does it mean, and what changes does transitioning to CRM […]
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  Patience and determination – interview with Mick Griffin, Strategic Advisor for Livespace

  My name is Mick Griffin and I specialize in helping SaaS companies grow. Currently, I am the Chief Growth Officer at TRAFFIT and co-founder […]
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  • news

  Livespace CRM Secures 10 Million PLN for European Expansion

  Livespace CRM has raised 10 million PLN to conquer Europe. Eleven years ago, Michał and Marcin decided to independently tackle the problem they faced […]
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  • guest posts

  How To Convert Your Unknown Web Visitors Into Leads

  For many years, B2B companies have been using their online platforms to generate a small but reliable amount of leads. So, you probably already […]
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  Useful tools to structure and organize work in a growing company   

  When you’re developing your company and the teams of individual departments start to grow, work organization becomes crucial. Development of your business depends on how you plan your and your employees’ activities, as well as how you’ll monitor their execution. To do this effectively, it’s best to help yourself with tools. What tools can be useful in a growing enterprise, and what aspects of work are they able to improve? Here are 8 tools that will help you order and organize your work at the company.  
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  10 Ways to Empower Your Sales Team

  Even in the highly successful sales teams with all the sales processes in place, there is always room for improvement and growth. If you’re an ambitious sales manager, you must keep looking for new ways of motivating your team. Especially in the face of the fact that sales team motivation can be the holy grail for a business.
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  • for salespeople

  Turning ‘No’ into ‘Yes’: How to Convince Your Customers to Buy from You?

  Here comes the bitter truth: even if you offer the best product and services on the market, you’re likely to face customer objections from time to time. It’s inevitable - but the way you address those objections can truly make a difference for your business. 
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  5 Reasons Why You Should Integrate Your CRM with Powerful Tools

  Choosing the right CRM for your business is crucial. However, it's not the end of your efforts—it's where it all begins. No man is an island, and the same wisdom applies to sales tools. In fact, the power of good customer relationship software lies in the integrations.
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  Sell Wiser, Not Harder. 3 Key Steps to Master Sales Automation

  Mastering selling feels great. Mastering automation feels great too. But what about mastering them both? In this article, you’re going to learn 3 key actions that will allow you to truly embrace sales automation. Let’s begin.
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  10 Tips for a First-Time Sales Manager

  Have you just become a sales manager? Congrats! You’ve either climbed the career ladder at your company or applied for this job and succeeded at the interview, which all means you’ve come a long way to achieve it. However, it doesn’t mean you can rest on your laurels.
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  How to Carry out an Effective Follow-up Email? Ready-to-use Follow-up Email Templates

  We all know the phrase “Hi, just checking if...” very well. This is the most popular follow-up in sales – it is so popular that it is ineffective. And it may be because we have seen it so many times before that we rarely get an answer to it ourselves.
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  • tools
  • crm

  How CRM Helps Insurance Brokers Improve Business Performance

  A sales-focused CRM can help improve business performance for insurance brokers. It helps with prospecting, data quality, renewal rates, measuring effectiveness and many more.
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  6 Challenges Facing Insurance Brokers & How to Overcome Them

  As the insurance industry has evolved, so too have the challenges facing insurance brokers. From keeping up with technological advances to maintaining financial stability, through to managing changes in regulations and Brexit – today’s insurance broker faces a myriad of challenges.
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  How to sell more to the same customers: cross-selling and up-selling in the context of a CRM system

  When looking for opportunities to increase sales, we often wonder how to gain new customers. Studies show that it is more expensive to sell something to a new customer than to an old one – even 5–25 times more expensive. Today we will discuss two popular techniques: cross-selling and up-selling. In addition to theory, we will focus on the practical applications of these techniques in working with CRM.
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  Everything You Need to Know about Follow-Ups

  Closing a deal can be a never-ending hustle and waiting game. First, you carry out your research in order to identify the prospects who have buying potential.  Then comes the cold outreach. You launch your campaign or send your pitch, happy in the knowledge of a job well done - but it but it doesn’t end here.  Your job finishes when you make a sale, and even then we should be following up and ensuring customer satisfaction. There is still a long way to go to…
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  DMS & CRM in the Automotive Industry – Do You Need Them Both?

  If you’re working in or around the automotive sector, you will have undoubtedly heard the acronym, DMS or Dealer Management System.