Learning Center

Welcome to your learning space. Here you will find educational articles, guides, webinars, videos, and templates designed to teach you everything you need to know about CRM, Marketing, Sales, and more. We want to help you acquire and extend the business skills you need to be successful in all your projects.


If you are looking for specific help with your product, you can find it here.

 
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What is CRM?

Article

What is CRM?

Everything you need to know about CRM and why it's so important for your business.

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How to Create a Sales Plan

Template

How to Create a Sales Plan

A free template to help you put your sales strategy into action

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Sales Forecast Template

Template

Sales Forecast Template

A free template to help you forecast your sales revenue.

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How to Create a Content Marketing Plan

Template

How to Create a Content Marketing Plan

A free template to help you plan great content and achieve your content marketing goals

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How to Create a Content Calendar

Template

How to Create a Content Calendar

A free template to help you organize all your content and take your content marketing to the next level

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How to Create a Social Media Calendar

Template

How to Create a Social Media Calendar

A free template to help you take control of your social media activities and step up your marketing game

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What is Sales?

Article

What is Sales?

What is sales? It’s a good question to ask, if you want to improve sales activities and customer retention. The definition of sales may not be what you think…

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What is the Difference Between Sales and Marketing?

Article

What is the Difference Between Sales and Marketing?

What is the difference between sales and marketing? It’s an important question to ask if both departments are to be aligned with long-term business success…

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How to create buyer personas for your business

Template

How to create buyer personas for your business

Create your own buyer personas in a few easy-to-follow steps

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How to Create a Marketing Plan

Template

How to Create a Marketing Plan

A free template to easily create your marketing plan and help your team hit its marketing goals.

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What is a Customer Journey Map and why do you need one?

Article

What is a Customer Journey Map and why do you need one?

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What is customer retention and why is it important for your business?

Article

What is customer retention and why is it important for your business?

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How to calculate your customer retention rate

Article

How to calculate your customer retention rate

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What is Customer Acquisition?

Article

What is Customer Acquisition?

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What is Marketing Automation?

Article

What is Marketing Automation?

Everything you need to know about marketing automation and why it's so important for your business.

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Best CRM for Small Businesses

Article

Best CRM for Small Businesses

With so many options available, finding the best CRM for your small business can be a challenge. This article will guide you through the factors to consider when choosing a CRM provider.

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Infographic - 8 Easy Steps to Create a Newsletter

Template

Infographic - 8 Easy Steps to Create a Newsletter

A newsletter is a great marketing tool for sharing your company news, updates, thought leadership, promotions and links to new content.

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Small Business Guide to Building a Content Marketing Framework

Guide

Small Business Guide to Building a Content Marketing Framework

Build a content marketing foundation from scratch or refine an existing one with fresh messaging ideas and new inspiration.

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Guide to SEO Marketing for Small Business

Guide

Guide to SEO Marketing for Small Business

This guide shares basic SEO strategies for small businesses that even beginners can use to achieve effective results in a short timeframe.

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Guide to Social Media Marketing for Small Business

Guide

Guide to Social Media Marketing for Small Business

Learn how to use Social Media Marketing to grow your small business. This guide will teach you the steps to follow for an effective campaign.

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Big Data for Small Business Guide

Guide

Big Data for Small Business Guide

Learn how to create a high-value data strategy. Download our Data Strategy guide for small business.

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7 Steps to Successful Selling Guide

Guide

7 Steps to Successful Selling Guide

Simplicity is the key to any successful sales process.  Download this guide to reach your sales goals in seven easy steps..

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What is a Landing Page?

Article

What is a Landing Page?

Everything you need to know about landing pages and how to use them to generate more leads for your business.

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What is Email Marketing?

Article

What is Email Marketing?

Learn what email marketing is, why you should use it, and how to choose the right email marketing software.

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The 7 Step Sales Process to Help You Close More Deals

Article

The 7 Step Sales Process to Help You Close More Deals

This article breaks down the sales process into actionable steps to help you increase conversions and revenue.

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What is CRM?

Article

What is CRM?

Everything you need to know about CRM and why it's so important for your business.

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How to Drive Customer Loyalty with Marketing Automation

Webinar

How to Drive Customer Loyalty with Marketing Automation

Watch this on-demand webinar to learn how to drive customer loyalty using marketing automation.

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Mastering the Art of Email Marketing

Webinar

Mastering the Art of Email Marketing

Learn how to grow your business with effective strategies for maximizing email engagement.

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What is a Sales Funnel?

Article

What is a Sales Funnel?

Learn what a sales funnel is, why you need one, and how to create one for your business.

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How to Create Landing Pages

Webinar

How to Create Landing Pages

Everything you need to know about landing pages and how to create them to generate more leads.

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What is Contact Management?

Article

What is Contact Management?

This article answers the question of what contact management is, how it differs from CRM, and how to choose a contact management software for your business.

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Are You Ready for Marketing Automation?

Article

Are You Ready for Marketing Automation?

In this article, we’ll look at some of the factors you should consider before implementing marketing automation.

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What is a Landing Page?

Video

What is a Landing Page?

Everything you need to know about landing pages in 1 minute.

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What is CRM?

Video

What is CRM?

Everything you need to know about CRM in 1 minute.

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Your Definitive Guide to Marketing Automation

Guide

Your Definitive Guide to Marketing Automation

A beginner’s guide to marketing automation to help you reach your marketing goals and increase revenue.

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What is Email Marketing?

Video

What is Email Marketing?

Everything you need to know about email marketing in 1 minute.

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A Beginner’s Guide to Sales Management

Guide

A Beginner’s Guide to Sales Management

Everything you need to know about sales management and how to tailor strategies that work best for your business.

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What is Marketing Automation?

Video

What is Marketing Automation?

Everything you need to know about marketing automation in 1 minute.

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Moving to a Cloud Solution? 35 Questions for You and Your Vendor

Guide

Moving to a Cloud Solution? 35 Questions for You and Your Vendor

Find out how to pick the right Cloud service provider for your business.

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Your Definitive Guide to Lead Generation

Guide

Your Definitive Guide to Lead Generation

A complete beginner's guide to lead generation to help your business generate more quality leads online.

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Your Complete Guide to Lead Management

Guide

Your Complete Guide to Lead Management

A guide that teaches you everything you need to know to manage, nurture, and convert leads into customers.

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Your Step-by-Step Guide to Creating the Perfect Customer Journey

Guide

Your Step-by-Step Guide to Creating the Perfect Customer Journey

Everything you need to know to improve your customer journey and boost sales.

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How to Choose the Best CRM Solution for Your Business

Guide

How to Choose the Best CRM Solution for Your Business

Learn how to choose a CRM system that’s right for you.

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A Beginner's Guide to Customer Acquisition

Guide

A Beginner's Guide to Customer Acquisition

Everything you need to know to create your strategy and start acquiring new customers quickly.

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Are You Ready for Marketing Automation?

Worksheet

Are You Ready for Marketing Automation?

Find out if marketing automation is right for you.

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7 Steps to Email Marketing Success

Guide

7 Steps to Email Marketing Success

Everything you need to know to maximize the potential of your email marketing.

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Email Marketing Best Practices for Small Businesses

Guide

Email Marketing Best Practices for Small Businesses

Learn how using best practice and email marketing software can increase lead generation and sales quickly.

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