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Sales reports provide business activity and performance information to make operational adjustments and strategic decisions. Creating effective reports involves identifying objectives, audience, and time frame, then pulling information from your sales data sources for analysis. In this article, you’ll learn how to create a sales

Follow-up sales emails are used to reconnect with older prospects, nurture current leads, or respond to someone who has expressed interest in your products or services. By creating and saving sales follow-up email templates, users can quickly insert relevant information in proven templates instead of

We have selected the most common business expense categories identified by the IRS—such as employee wages and benefits, excise taxes, and advertising and marketing costs—since it’s impossible to cover every type of deductible business expense. Identifying every available deduction is an important part of calculating

Sales forecasting is the estimated revenue your business expects to generate and the number of customers it will serve during a specific time period. These estimates come from analyzing historical trends, forecasting opportunity conversions, or relying on your team's existing sales knowledge. In this article,

Customer relationship management (CRM) software offers tools for sales teams to store contact data, track sales deals, and engage leads from one system. They also help businesses design and deploy marketing campaigns and manage customer service activity—allowing them to improve customer acquisition and retention. To

Creating a vision statement is fundamental to defining your brand’s identity and provides an aspirational goal for everyone in your company to pursue. But learning how to write a vision statement that is effective and inspirational can be challenging. To make it easier, download our

The accounts payable (A/P) turnover ratio is a liquidity measure that shows how fast a business pays its suppliers during a specific period. The A/P Turnover formula is: Accounts Payable Turnover Ratio Calculator Understanding the Accounts Payable Turnover Ratio The A/P turnover ratio is one of the financial

Product demonstrations (demos) are a key component in the sales process that let leads see your product in action. They require lead qualification, formal invites, an organized agenda, and a focus on your product’s value and uses to be effective. By doing so, demos build

Learning how to write a press release is both art and science. For example, you’ll need a newsworthy angle, but you also need to make it easy for journalists and media outlets to cover with correct formatting and distribution. Keep reading to find out how

Lead generation involves trial, error, and testing to see what works best for your unique business. That’s why following a particular process on how to generate leads in sales is crucial. It ensures you cover all your bases and measure the effectiveness of your activities.

International calling costs vary based on the country you’re calling and the service provider you use. Voice-over-internet-protocol (VoIP) providers offer the cheapest per-minute international call rates, ranging from 1 cent to $1 per minute. They also have different international call plans for specific needs. In

An expense report template makes it easy for employees to record the details of reimbursable business-related expenses. It also helps employers when running payroll by allowing them to monitor and track those expenses and ensure accurate reimbursement. To help you track your employees’ work-related spending effectively,