Articles on Sales

Sales strategies, techniques and tools for SMEs: pipeline management, follow-ups and everything you need to close more deals.

A signed quote next to the invoice built from its line items and instalments
Sales

How to Turn a Quote into an Invoice

How to turn an accepted quote into an invoice without retyping: client details, line items, VAT and instalments, with steps for single and staged payments.

12 min read
Sales target progress per agent in the CRM dashboard
Sales

How to Set Sales Targets for Sales Agents

How to set sales targets for sales agents: from the annual budget to each agent's quota, the right period, booked vs invoiced sales and tracking in a CRM.

12 min read
Separate pipelines for each principal in a CRM for independent sales agents
Sales

CRM for Independent Sales Agents: How to Set It Up

How to set up a CRM when you represent several principals: one pipeline per principal, a single shared client list, quotes from the right catalog, commissions.

10 min read
CRM dashboard comparing ad campaigns by leads, customers acquired and revenue
Sales

How to Know Which Ad Campaigns Bring Customers

To know which ad campaigns bring customers, link every lead to its campaign, close each deal in the CRM with a value, and compare cost per customer, not clicks.

10 min read
Course sales pipeline of a training company in the CRM, with stages and sales reps
Sales

CRM for Training Companies: Managing Course Sales

How a training company can use a CRM: enquiries from ads and the website, a pipeline per course, quotes from the catalogue, sales reps, commissions, invoices.

11 min read
A quote with a payment schedule showing a deposit and two dated instalments
Sales

How to Set Up a Quote with Deposit and Instalments

How to set up a quote with a deposit at signature and the balance in dated instalments: percentages, due dates, invoices, and three common project cases.

12 min read
A salesperson sending a quote as a PDF in a WhatsApp chat from a phone
Sales

How to Quote on WhatsApp: Send, Accept and Follow Up

How to quote on WhatsApp: send the quote as a PDF or link from phone or desktop, what to write with it, then handle the reply, the acceptance and the follow up.

13 min read
Leads from a Google Ads campaign arriving in a CRM lead list with their source recorded
Sales

How to Get Google Ads Leads Into Your CRM

Three routes for Google Ads leads: the lead form connected to your CRM, a site form that keeps the campaign source, and calls recorded as contacts.

10 min read
A quote being built from a shared price list, with status and expiry date visible
Sales

Quoting Software: How to Choose the Right One

What quoting software has to do: reusable templates, one price list, statuses and expiry dates, plus how to move across from documents without stopping work.

10 min read