Stay in the moment
with Workpex Blogs

Eager to discover the latest advancements and updates of Workpex? Or Curious about the innovations and lively conversations about Sales and lead management tools? Decipher the ever-changing sales management trends right here. In the fast-paced world of sales, staying informed isn't just beneficial—it's imperative. Consider this page your gateway to staying abreast of all things sales.

Product Features 15 July, 2024

Schedule and Task
Management With CRM

CRM software is capable of handling much more than
managing customer relationships.
A company employs CRM...

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Athira.PP
Content Writer
sales 14 August, 2024

Practical Ideas Of Improving
Sales By Automating Your CRM Workflows

Improving sales is the supreme goal of every business.
Hence, streamlining sales processes is considered
one of the most essential...

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Athira.PP
Content Writer
Onboarding 29 July, 2024

What are The Different
Types of Customer Onboarding

Customers or clients are the key factors
of any business' success story.
A flawless customer onboarding...

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Athira.PP
Content Writer
sales 12 August, 2024

How a Good Presentation Can Help Sales

A well-executed sales presentation has the potential
to elevate the effectiveness of your value
proposition significantly.

Blog author profile picture for WorkPex article
Athira.PP
Content Writer
Product Features 22 July, 2024

Lead Management And Tracking: A Complete Guide

The success of a business does stick not only to acquiring
leads but also to managing them properly.
With the CRM integration for lead management and tracking...

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Athira.PP
Content Writer
Product Features 1 July, 2024

Everything You Need to Know About Visual
Sales Pipeline and Tracking

A visual sales pipeline is a visual representation of the sales cycle.
It allows you to track potential buyers and their
status in the sales process.

Blog author profile picture for WorkPex article
Athira.PP
Content Writer
Onboarding 5 August, 2024

What is CRM Onboarding?

CRM software is one of the best ways to get your business streamlined.
Hence, most companies have opted for CRM onboarding
for improved customer retention and are enjoying...

Blog author profile picture for WorkPex article
Athira.PP
Content Writer
Product Features 8 July, 2024

Remote Sales: Using CRM Telephony to Make Connections

As we all know, the business world of our times demands
a proper and personalized connection with every
client, customer, or prospect.

Blog author profile picture for WorkPex article
Athira.PP
Content Writer
Sales 27 september, 2024

Top four alternatives to salesforce for Better Lead Management

Salesforce is popular in the CRM world, and it
might be the easiest choice in a CRM search.

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Sreelakshmi.K
Content Writer
Sales 22 october, 2024

5 Signs saying it’s time to upgrade your team from spreadsheet

Your sales firm may have had a humble beginning with just a few leads to follow up on.
At that point, having a spreadsheet to maintain lead data was more than enough.

Blog author profile picture for WorkPex article
Sreelakshmi.K
Content Writer
Sales 14 November, 2024

Top 4 Alternatives to Spreadsheets for Better Lead Management

It’s time to move on from this outdated method and explore better options for managing your leads. Fortunately, there are plenty of tools available that can simplify this process.

Blog author profile picture for WorkPex article
Sreelakshmi.K
Content Writer
Top CRM tools like Workpex, Zoho, Bigin, and Salesforce for organized lead management
Sales
14 November, 2024
Simplify Sales and Lead Management with WorkPex
Sales
22 october, 2024
Explore Top Spreadsheet Alternatives for Smarter Lead Management
sales
27 september, 2024
Improving Sales Strategy Diagram
sales
14 August, 2024
 Visual representation of sales presentations feature in WorkPex
sales
12 August, 2024
CRM Onboarding Process Overview
Onboarding
5 August, 2024
Customer Onboarding Checklist Graphic
Onboarding
29 July, 2024
Lead Management Process List
Product Features
22 July, 2024
Task Management Workflow
Product Features
15 July, 2024
Remote sales management list in WorkPex software
Product Features
8 July, 2024
Sales Pipeline Process Overview
Product Features
1 July, 2024