Managing customer relationships in call centers presents challenges that standard business software simply can’t address. Unlike typical sales environments, call center teams handle hundreds of interactions daily, require instant access to customer history across multiple touchpoints, and need sophisticated routing and monitoring capabilities to maintain service quality. These high-volume, fast-paced environments demand specialized tools to…
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5 best CRMs for investment banking businesses in 2025
Investment banking operates in a fast-paced environment where relationship management, deal tracking, and regulatory compliance determine success. Investment banks face rapid market changes and growing client demands, increasing regulatory demands, and the need to manage intricate client relationships that traditional spreadsheets and generic tools simply cannot handle effectively. This comprehensive guide compares the best 5…
The art of asking open-ended questions
I still remember the worst discovery call of my career. I was twenty minutes into what I thought was a brilliant interrogation of a CFO at a growing tech company, rattling off question after question from my carefully prepared list. Budget? Check. Authority? Check. Need? Check. Timeline? Check. I was hitting every qualification box, feeling…
33 ChatGPT prompts I keep in my toolkit
Honestly, I used to be an AI critic. When ChatGPT first came out, I tried a bunch of ChatGPT prompts. The output I got was often surface-level and sometimes inaccurate. I concluded that it would take more time to edit the work than to do it from scratch myself. The main problem, though? My prompts…
Writing a perfect executive summary that sets your document up for success (templates + examples)
One of the first real jobs I landed as a B2B content writer was summarizing a couple of campaign reports for a product adoption platform. I’ll be honest — I was terrified. Coming from a fiction-writing background, I was way more comfortable describing things in detail. Summarizing? Not my strong suit. Every time I heard…
5 best CRMs for HVAC businesses in 2025
Running an HVAC business means juggling emergency calls, seasonal demand spikes, and multi-visit jobs that can span weeks. You’re dealing with a technician shortage, meanwhile customers expect rapid response times when their AC fails or their furnace breaks. Customer relationship management (CRM) software solves these challenges by centralizing customer data, automating routine tasks, and streamlining…
How purchase orders streamline your business — what to know and how to get started
Purchase order numbers. I wonder how many invoices I’ve added PO numbers to in my years as a freelance business reporter. That number may be in the thousands. I’ve seen just as many POs as an online shopper. And, I’ve benefited. Having the correct PO number on my invoice means I get paid a lot…
Creating an effective business development plan from concept to execution
I distinctly remember a meeting when our sales and marketing teams brainstormed how to grow the business: “We need more leads,” echoed the sales team. “No, we don’t. We need to learn to close better,” said the CMO. “Wait, what’s the actual plan?” said the confused voice in my head. Everyone was brewing with ideas…
What is an editorial calendar? My guide to building one [examples + templates]
A few years ago, I inherited a content calendar that was really just a Google Sheet — no dates, no owners, and half the cells completely empty. I spent two straight weeks trying to untangle what was going live, what was already published, and what somehow didn’t exist at all. That experience made it painfully…
What a decade in SEO taught me about keyword research that works
Keyword research is changing. The rise of AI search and content discovery through platforms like TikTok means people aren’t clicking through to websites as much as they used to. You can rank at the top of Google and still get zero clicks because AI Overviews are now answering queries directly in the SERP. But in…