Articles tagged "Sales & business development"

What is S&OP? Sales and operations planning 101

S&OP aligns sales, production, and logistics to optimize performance and adjust for supply and demand. Here are the steps, benefits, and best practices of S&OP.

An exhaustive guide to customer acquisition strategy (with 13 examples)

A customer acquisition strategy is a plan for bringing in and converting new leads to make a purchase. Here's how to develop one that works for your business.

Sales order vs. purchase order vs. invoice: A guide to sales documentation

A sales order is a document serving as confirmation of a transaction. Here's how it differs from a purchase order and an invoice, plus tips for how to use them.

Upselling vs. cross-selling: What's the difference?

Upselling and cross-selling are a dynamic duo for eCommerce success. Learn the difference between the two tactics and how to utilize them in your business.

The 6-step client onboarding checklist (with template)

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

Omnichannel marketing 101: What it is and why it matters

Omnichannel marketing is a strategy that creates integrated, cohesive customer experiences across all business channels, enhancing brand consistency.

How to connect Airtable to webhooks

Discover how to set up a Airtable webhooks integration so you can easily connect your database to business internal apps.

Your guide to Microsoft automation

Get more from your Microsoft apps when you automate them with Zapier.

5 ways to boost customer loyalty with automation

By adding automation to every customer touchpoint, you can create a seamless and personalized experience that keeps customers engaged and coming back for more.

6 unconventional tips for finding new clients

You've already joined online communities, reached out to past clients, and made a flashy website. Learn 6 other ways to boost your client acquisition.